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 633 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 $4.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Somerset Group LLC
Wayzata, MN |
May 13, 2025 Q1 2025 |
11,078
shares
|
$2.95 Million
2.28% of portfolio
|
Q1 2025
Added 6.55%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
May 14, 2025 Q1 2025 |
10,966
shares
|
$2.92 Million
0.22% of portfolio
|
Q1 2025
Added 506.86%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
10,712
shares
|
$2.85 Million
0.05% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
10,519
shares
|
$2.8 Million
0.72% of portfolio
|
Q1 2025
Reduced 9.9%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
10,272
shares
|
$2.73 Million
0.23% of portfolio
|
Q1 2025
Reduced 4.71%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
10,176
shares
|
$2.71 Million
0.01% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
10,171
shares
|
$2.7 Million
0.07% of portfolio
|
Q1 2025
Reduced 32.02%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
10,133
shares
|
$2.69 Million
0.03% of portfolio
|
Q1 2025
Reduced 14.56%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
10,010
shares
|
$2.66 Million
0.05% of portfolio
|
Q2 2025
Reduced 18.43%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
May 08, 2025 Q1 2025 |
9,835
shares
|
$2.61 Million
0.19% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
May 14, 2025 Q1 2025 |
9,733
shares
|
$2.59 Million
0.48% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
9,352
shares
|
$2.49 Million
0.11% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
9,145
shares
|
$2.43 Million
0.89% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
9,124
shares
|
$2.43 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Novus Advisors, LLC
Greenville, SC |
May 08, 2025 Q1 2025 |
8,923
shares
|
$2.37 Million
2.0% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
8,842
shares
|
$2.35 Million
0.0% of portfolio
|
Q1 2025
Reduced 35.14%
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
8,820
shares
|
$2.34 Million
0.85% of portfolio
|
Q2 2025
Reduced 6.44%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
8,807
shares
|
$2.34 Million
0.06% of portfolio
|
Q4 2024
Added 200.99%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
May 15, 2025 Q1 2025 |
8,800
shares
|
$2.34 Million
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
8,750
shares
|
$2.33 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
8,660
shares
|
$2.3 Million
0.79% of portfolio
|
Q2 2024
Reduced 0.94%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
8,612
shares
|
$2.29 Million
0.08% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
8,581
shares
|
$2.28 Million
0.0% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Holistic Financial Partners
|
May 06, 2025 Q1 2025 |
8,389
shares
|
$2.23 Million
0.92% of portfolio
|
Q1 2025
Added 148.78%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
8,375
shares
|
$2.23 Million
0.21% of portfolio
|
Q1 2025
Reduced 4.14%
|