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 636 institutions that hold shares in the stock, with a total of 16.7 Million shares, which have been reported (via 13F filing form) to have a value of $4.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
774
shares
|
$208,244
0.04% of portfolio
|
Q1 2024
Reduced 2.03%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
750
shares
|
$201,787
0.11% of portfolio
|
Q4 2021
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
740
shares
|
$199,097
0.09% of portfolio
|
Q2 2024
Reduced 81.86%
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
734
shares
|
$197,482
0.01% of portfolio
|
Q1 2025
Added 144.67%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
725
shares
|
$195,061
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
700
shares
|
$188,335
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
691
shares
|
$185,913
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
690
shares
|
$185,644
0.04% of portfolio
|
Q2 2022
Reduced 3.36%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
680
shares
|
$182,954
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
645
shares
|
$173,537
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
637
shares
|
$171,384
0.01% of portfolio
|
Q1 2025
Added 382.58%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
635
shares
|
$170,846
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
550
shares
|
$147,977
0.0% of portfolio
|
Q2 2022
Reduced 67.22%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
542
shares
|
$145,825
0.0% of portfolio
|
Q2 2025
Added 261.33%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
536
shares
|
$144,210
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
510
shares
|
$137,215
0.01% of portfolio
|
Q2 2022
Reduced 18.79%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
495
shares
|
$133,179
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
466
shares
|
$125,377
0.02% of portfolio
|
Q4 2024
Reduced 10.21%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
450
shares
|
$121,072
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
443
shares
|
$119,189
0.01% of portfolio
|
Q4 2024
Added 20.71%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
428
shares
|
$115,153
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
419
shares
|
$112,731
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
415
shares
|
$111,655
0.01% of portfolio
|
Q3 2021
Reduced 14.96%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
411
shares
|
$110,579
0.04% of portfolio
|
Q2 2024
Reduced 26.87%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
400
shares
|
$107,620
0.0% of portfolio
|
Q2 2021
New holding
|