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 613 institutions that hold shares in the stock, with a total of 17 Million shares, which have been reported (via 13F filing form) to have a value of $3.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
95,039
shares
|
$22 Million
0.45% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
94,806
shares
|
$21.9 Million
1.73% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
94,611
shares
|
$21.9 Million
0.07% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
94,234
shares
|
$21.8 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
93,918
shares
|
$21.7 Million
0.34% of portfolio
|
Q2 2024
Added 16.72%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Apr 30, 2025 Q1 2025 |
93,408
shares
|
$21.6 Million
9.37% of portfolio
|
Q1 2025
New holding
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
90,604
shares
|
$20.9 Million
0.44% of portfolio
|
Q4 2024
Reduced 15.08%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
85,509
shares
|
$19.8 Million
2.08% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
84,618
shares
|
$19.6 Million
0.3% of portfolio
|
Q4 2024
Reduced 9.43%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
83,807
shares
|
$19.4 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
67,340
shares
|
$15.6 Million
0.13% of portfolio
|
Q1 2025
Added 4.83%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
63,434
shares
|
$14.7 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
62,600
shares
|
$14.5 Million
0.04% of portfolio
|
Q4 2024
Reduced 9.93%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
62,410
shares
|
$14.4 Million
0.0% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
61,675
shares
|
$14.3 Million
0.21% of portfolio
|
Q4 2024
Added 42.7%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
59,743
shares
|
$13.8 Million
1.05% of portfolio
|
Q2 2022
Reduced 4.97%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
57,000
shares
|
$13.2 Million
0.17% of portfolio
|
Q1 2023
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
55,594
shares
|
$12.8 Million
0.08% of portfolio
|
Q4 2024
Added 9.22%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
54,248
shares
|
$12.5 Million
0.66% of portfolio
|
Q3 2022
Reduced 1.55%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
53,805
shares
|
$12.4 Million
0.04% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
Marshall Wace, LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
53,472
shares
|
$12.4 Million
0.02% of portfolio
|
Q4 2024
Added 39.16%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
48,570
shares
|
$11.2 Million
1.04% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
48,491
shares
|
$11.2 Million
0.74% of portfolio
|
Q4 2024
Added 5.06%
|
|
|
Tamar Securities, LLC
|
Jan 22, 2025 Q4 2024 |
44,594
shares
|
$10.3 Million
1.5% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
41,292
shares
|
$9.54 Million
0.01% of portfolio
|
Q4 2024
Added 20.47%
|