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 |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
200
shares
|
$46,244
0.0% of portfolio
|
Q3 2023
Reduced 33.11%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
196
shares
|
$45,319
0.01% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
194
shares
|
$44,856
0.02% of portfolio
|
Q1 2025
Reduced 46.11%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
191
shares
|
$44,163
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
190
shares
|
$43,931
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
188
shares
|
$43,469
0.0% of portfolio
|
Q3 2018
Reduced 19.31%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
180
shares
|
$41,619
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
180
shares
|
$41,619
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
167
shares
|
$38,613
0.01% of portfolio
|
Q3 2024
Added 149.25%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
163
shares
|
$37,688
0.0% of portfolio
|
Q1 2025
Reduced 15.98%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
156
shares
|
$36,070
0.01% of portfolio
|
Q4 2021
Added 38.05%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
155
shares
|
$35,839
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Feb 14, 2025 Q4 2024 |
155
shares
|
$35,839
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
155
shares
|
$35,839
0.0% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
154
shares
|
$35,607
0.01% of portfolio
|
Q2 2024
Added 2980.0%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
150
shares
|
$34,683
0.0% of portfolio
|
Q1 2024
Reduced 69.33%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
150
shares
|
$34,683
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
150
shares
|
$34,683
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
145
shares
|
$33,526
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
142
shares
|
$32,833
0.0% of portfolio
|
Q4 2024
Reduced 47.01%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
138
shares
|
$31,908
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
132
shares
|
$30,521
0.0% of portfolio
|
Q4 2024
Added 1220.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
124
shares
|
$28,671
0.0% of portfolio
|
Q4 2024
Reduced 78.55%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
120
shares
|
$27,746
0.03% of portfolio
|
Q3 2024
Reduced 91.08%
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
111
shares
|
$25,665
0.01% of portfolio
|
Q2 2024
Reduced 6.72%
|