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 |
|---|---|---|---|---|---|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
328
shares
|
$75,840
0.02% of portfolio
|
Q4 2024
Reduced 10.87%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
325
shares
|
$75,146
0.01% of portfolio
|
Q1 2025
Reduced 26.97%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
322
shares
|
$74,452
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
300
shares
|
$69,366
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Apr 29, 2025 Q1 2025 |
300
shares
|
$69,366
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
297
shares
|
$68,672
0.0% of portfolio
|
Q3 2018
Reduced 25.49%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
290
shares
|
$67,053
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
275
shares
|
$63,585
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
250
shares
|
$57,805
0.0% of portfolio
|
Q1 2025
Added 85.19%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
245
shares
|
$56,648
0.0% of portfolio
|
Q2 2022
Reduced 6.49%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
239
shares
|
$55,261
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
233
shares
|
$53,874
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
230
shares
|
$53,180
0.01% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
230
shares
|
$53,180
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
230
shares
|
$53,180
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
229
shares
|
$52,949
0.0% of portfolio
|
Q4 2024
Reduced 8.4%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
221
shares
|
$51,099
0.0% of portfolio
|
Q1 2025
Reduced 36.31%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
220
shares
|
$50,868
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
220
shares
|
$50,868
0.01% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
211
shares
|
$48,787
0.01% of portfolio
|
Q3 2022
Reduced 53.11%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
206
shares
|
$47,631
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
206
shares
|
$47,631
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
204
shares
|
$47,168
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
200
shares
|
$46,244
0.0% of portfolio
|
Q3 2023
Reduced 33.11%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
200
shares
|
$46,244
0.0% of portfolio
|
Q1 2025
New holding
|