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 639 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 $4.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
233
shares
|
$62,688
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
232
shares
|
$62,419
0.02% of portfolio
|
Q2 2025
Reduced 34.09%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
230
shares
|
$61,881
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
230
shares
|
$61,881
0.01% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
230
shares
|
$61,881
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
225
shares
|
$60,536
0.0% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
221
shares
|
$59,460
0.0% of portfolio
|
Q1 2025
Reduced 36.31%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
220
shares
|
$59,191
0.01% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
220
shares
|
$59,191
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
211
shares
|
$56,769
0.01% of portfolio
|
Q3 2022
Reduced 53.11%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
206
shares
|
$55,424
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
206
shares
|
$55,424
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
204
shares
|
$54,886
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
200
shares
|
$53,810
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
200
shares
|
$53,810
0.0% of portfolio
|
Q3 2023
Reduced 33.11%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
200
shares
|
$53,810
0.0% of portfolio
|
Q3 2023
Reduced 33.11%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
196
shares
|
$52,733
0.01% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
194
shares
|
$52,195
0.02% of portfolio
|
Q1 2025
Reduced 46.11%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
190
shares
|
$51,119
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
188
shares
|
$50,581
0.0% of portfolio
|
Q3 2018
Reduced 19.31%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
180
shares
|
$48,429
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
180
shares
|
$48,429
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
167
shares
|
$44,931
0.01% of portfolio
|
Q3 2024
Added 149.25%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
156
shares
|
$41,971
0.01% of portfolio
|
Q4 2021
Added 38.05%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
155
shares
|
$41,702
0.0% of portfolio
|
Q2 2024
Reduced 1.27%
|