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 |
|---|---|---|---|---|---|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
103
shares
|
$23,815
0.0% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
103
shares
|
$23,815
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
101
shares
|
$23,353
0.0% of portfolio
|
Q3 2022
Added 74.14%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
100
shares
|
$23,122
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
100
shares
|
$23,122
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
100
shares
|
$23,122
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
100
shares
|
$23,122
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
100
shares
|
$23,122
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
90
shares
|
$20,809
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
81
shares
|
$18,728
0.0% of portfolio
|
Q1 2025
Reduced 19.0%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
76
shares
|
$17,572
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
68
shares
|
$15,722
0.01% of portfolio
|
Q2 2023
Reduced 48.09%
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
68
shares
|
$15,722
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
67
shares
|
$15,491
0.0% of portfolio
|
Q1 2022
Reduced 16.25%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
67
shares
|
$15,491
0.0% of portfolio
|
Q4 2024
Reduced 72.76%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
65
shares
|
$15,029
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
60
shares
|
$13,873
0.01% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
56
shares
|
$12,948
0.01% of portfolio
|
Q1 2025
Reduced 63.16%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
54
shares
|
$12,485
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
54
shares
|
$12,485
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
50
shares
|
$11,561
0.0% of portfolio
|
Q2 2022
Reduced 65.75%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
50
shares
|
$11,561
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
50
shares
|
$11,561
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
48
shares
|
$11,098
0.0% of portfolio
|
Q2 2024
Reduced 55.56%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
47
shares
|
$10,867
0.0% of portfolio
|
Q2 2024
Reduced 48.35%
|