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 |
|---|---|---|---|---|---|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
690
shares
|
$159,541
0.04% of portfolio
|
Q2 2022
Reduced 3.36%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
680
shares
|
$157,229
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
645
shares
|
$149,136
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
575
shares
|
$132,951
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
550
shares
|
$127,171
0.0% of portfolio
|
Q2 2022
Reduced 67.22%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
510
shares
|
$117,922
0.02% of portfolio
|
Q2 2022
Reduced 18.79%
|
|
|
Security National Bank
|
Apr 23, 2025 Q1 2025 |
495
shares
|
$114,453
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
466
shares
|
$107,748
0.03% of portfolio
|
Q4 2024
Reduced 10.21%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
443
shares
|
$102,430
0.01% of portfolio
|
Q4 2024
Added 20.71%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
420
shares
|
$97,112
0.0% of portfolio
|
Q4 2024
Reduced 85.99%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
419
shares
|
$96,881
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
415
shares
|
$95,956
0.01% of portfolio
|
Q3 2021
Reduced 14.96%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
411
shares
|
$95,031
0.04% of portfolio
|
Q2 2024
Reduced 26.87%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
400
shares
|
$92,488
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
398
shares
|
$92,025
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Apr 15, 2025 Q1 2025 |
385
shares
|
$89,019
0.01% of portfolio
|
Q3 2024
Reduced 16.3%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
374
shares
|
$86,476
0.0% of portfolio
|
Q1 2025
Added 405.41%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
372
shares
|
$86,013
0.0% of portfolio
|
Q1 2025
Reduced 7.23%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
371
shares
|
$85,782
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
361
shares
|
$83,470
0.03% of portfolio
|
Q1 2025
Reduced 40.23%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
361
shares
|
$83,470
0.03% of portfolio
|
Q4 2023
Reduced 27.22%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
352
shares
|
$81,389
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
350
shares
|
$80,927
0.0% of portfolio
|
Q1 2023
Reduced 41.67%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
348
shares
|
$80,464
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
330
shares
|
$76,302
0.01% of portfolio
|
Q2 2022
Reduced 30.96%
|