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 |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
14,541
shares
|
$3.36 Million
0.03% of portfolio
|
Q4 2024
Reduced 31.43%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
14,532
shares
|
$3.36 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
14,444
shares
|
$3.34 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
14,406
shares
|
$3.33 Million
0.07% of portfolio
|
Q4 2024
Reduced 66.0%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
14,396
shares
|
$3.33 Million
0.11% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
14,271
shares
|
$3.3 Million
0.4% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
14,033
shares
|
$3.24 Million
1.06% of portfolio
|
Q3 2024
Reduced 10.66%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
13,684
shares
|
$3.16 Million
0.86% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
13,632
shares
|
$3.15 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.82%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
13,538
shares
|
$3.13 Million
0.11% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
13,517
shares
|
$3.12 Million
1.6% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
13,513
shares
|
$3.12 Million
0.86% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
13,434
shares
|
$3.11 Million
0.04% of portfolio
|
Q4 2024
Added 79.82%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
13,137
shares
|
$3.04 Million
0.08% of portfolio
|
Q4 2024
Reduced 29.69%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
12,946
shares
|
$2.99 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
12,831
shares
|
$2.97 Million
0.67% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
12,661
shares
|
$2.93 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
12,584
shares
|
$2.91 Million
0.09% of portfolio
|
Q4 2024
Reduced 15.32%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
12,489
shares
|
$2.89 Million
0.51% of portfolio
|
Q1 2025
Added 194.9%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Apr 16, 2025 Q1 2025 |
12,272
shares
|
$2.84 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthfront Advisers LLC
|
Apr 01, 2025 Q4 2024 |
12,266
shares
|
$2.84 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,218
shares
|
$2.82 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
12,094
shares
|
$2.8 Million
1.06% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
12,074
shares
|
$2.79 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
11,874
shares
|
$2.74 Million
0.02% of portfolio
|
Q1 2025
Reduced 15.28%
|