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 613 institutions that hold shares in the stock, with a total of 17 Million shares, which have been reported (via 13F filing form) to have a value of $3.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
39,847
shares
|
$9.21 Million
1.04% of portfolio
|
Q1 2025
Reduced 8.16%
|
|
|
Bank Hapoalim Bm
|
Apr 30, 2025 Q1 2025 |
38,771
shares
|
$8.96 Million
1.25% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
37,627
shares
|
$8.7 Million
0.64% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Apr 03, 2025 Q1 2025 |
37,537
shares
|
$8.68 Million
1.16% of portfolio
|
Q1 2025
Added 8.07%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
35,983
shares
|
$8.32 Million
0.13% of portfolio
|
Q4 2024
Reduced 8.55%
|
|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Apr 22, 2025 Q1 2025 |
35,533
shares
|
$8.21 Million
6.36% of portfolio
|
Q1 2025
Added 9.07%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
34,926
shares
|
$8.07 Million
0.03% of portfolio
|
Q4 2024
Added 12.22%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
34,900
shares
|
$8.07 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
33,693
shares
|
$7.79 Million
0.34% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Wealth Management Partners, LLC
|
Apr 10, 2025 Q1 2025 |
33,320
shares
|
$7.7 Million
3.51% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
32,309
shares
|
$7.47 Million
1.67% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
31,411
shares
|
$7.26 Million
0.37% of portfolio
|
Q4 2024
Added 117.74%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
31,373
shares
|
$7.25 Million
0.13% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
31,241
shares
|
$7.22 Million
0.02% of portfolio
|
Q4 2024
Reduced 27.01%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
29,919
shares
|
$6.92 Million
0.53% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
29,355
shares
|
$6.78 Million
3.94% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
28,794
shares
|
$6.66 Million
0.1% of portfolio
|
Q1 2025
Reduced 18.31%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
28,752
shares
|
$6.65 Million
0.02% of portfolio
|
Q1 2025
Added 19068.0%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
27,089
shares
|
$6.26 Million
0.63% of portfolio
|
Q4 2024
Added 13.7%
|
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
26,673
shares
|
$6.16 Million
3.09% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Ntv Asset Management LLC
|
Apr 30, 2025 Q1 2025 |
26,653
shares
|
$6.16 Million
0.81% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
26,566
shares
|
$6.14 Million
0.0% of portfolio
|
Q4 2024
Reduced 15.13%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
26,475
shares
|
$6.12 Million
1.01% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Feb 14, 2025 Q4 2024 |
26,060
shares
|
$6.02 Million
0.04% of portfolio
|
Q4 2024
Added 129.68%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
25,691
shares
|
$5.94 Million
0.25% of portfolio
|
Q4 2024
Added 631.31%
|