Institutional Ownership First Tr Fd Dow Jones (FDN)
This table provides information about the institutional ownership of First Tr Fd Dow Jones (FDN). We have compiled data on the 619 institutions that hold shares in the stock, with a total of 17.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
952
shares
|
$220,121
0.01% of portfolio
|
Q1 2025
Reduced 42.34%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
950
shares
|
$219,659
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Apr 29, 2025 Q1 2025 |
946
shares
|
$218,734
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
941
shares
|
$217,578
0.0% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
936
shares
|
$216,421
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Apr 16, 2025 Q1 2025 |
931
shares
|
$215,265
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
929
shares
|
$214,803
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
918
shares
|
$212,259
0.02% of portfolio
|
Q1 2025
Added 8.64%
|
|
|
Pictet & Cie (Europe) Sa
|
Apr 17, 2025 Q1 2025 |
910
shares
|
$210,410
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Feb 14, 2025 Q4 2024 |
907
shares
|
$209,716
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
905
shares
|
$209,254
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Apr 08, 2025 Q1 2025 |
902
shares
|
$208,560
0.1% of portfolio
|
Q1 2025
Reduced 36.48%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
896
shares
|
$207,173
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
884
shares
|
$204,398
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
880
shares
|
$203,473
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
873
shares
|
$201,855
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
866
shares
|
$200,236
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Seaview Investment Managers LLC
|
Feb 13, 2025 Q4 2024 |
836
shares
|
$193,299
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
790
shares
|
$182,663
0.05% of portfolio
|
Q1 2022
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
774
shares
|
$178,964
0.04% of portfolio
|
Q1 2024
Reduced 2.03%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
750
shares
|
$173,415
0.11% of portfolio
|
Q4 2021
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
740
shares
|
$171,102
0.09% of portfolio
|
Q2 2024
Reduced 81.86%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
725
shares
|
$167,634
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
700
shares
|
$161,854
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
691
shares
|
$159,773
0.07% of portfolio
|
Q4 2024
New holding
|