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 |
|---|---|---|---|---|---|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
155
shares
|
$41,702
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
155
shares
|
$41,702
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
154
shares
|
$41,433
0.01% of portfolio
|
Q2 2024
Added 2980.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
150
shares
|
$40,357
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
150
shares
|
$40,357
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
150
shares
|
$40,357
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
145
shares
|
$39,012
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
142
shares
|
$38,205
0.0% of portfolio
|
Q4 2024
Reduced 47.01%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
138
shares
|
$37,128
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
126
shares
|
$33,900
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
124
shares
|
$33,362
0.0% of portfolio
|
Q4 2024
Reduced 78.55%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
120
shares
|
$32,286
0.03% of portfolio
|
Q3 2024
Reduced 91.08%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
111
shares
|
$29,864
0.01% of portfolio
|
Q2 2024
Reduced 6.72%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
102
shares
|
$27,443
0.02% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
101
shares
|
$27,174
0.0% of portfolio
|
Q3 2022
Added 74.14%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
100
shares
|
$26,905
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
100
shares
|
$26,905
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
100
shares
|
$26,905
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
100
shares
|
$26,905
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
100
shares
|
$26,905
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
100
shares
|
$26,905
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Jul 22, 2025 Q2 2025 |
100
shares
|
$26,905
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
97
shares
|
$26,097
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
90
shares
|
$24,214
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
81
shares
|
$21,793
0.0% of portfolio
|
Q1 2025
Reduced 19.0%
|