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 |
|---|---|---|---|---|---|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
8,732
shares
|
$2.02 Million
0.15% of portfolio
|
Q4 2024
Added 120.28%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
8,660
shares
|
$2 Million
0.86% of portfolio
|
Q2 2024
Reduced 0.94%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
8,558
shares
|
$1.98 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
8,542
shares
|
$1.97 Million
0.08% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
8,445
shares
|
$1.95 Million
0.6% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
8,375
shares
|
$1.94 Million
0.21% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
8,303
shares
|
$1.92 Million
0.39% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
8,301
shares
|
$1.92 Million
0.07% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
8,243
shares
|
$1.91 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
7,840
shares
|
$1.81 Million
0.04% of portfolio
|
Q1 2025
Added 14.69%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Feb 14, 2025 Q4 2024 |
7,814
shares
|
$1.81 Million
1.04% of portfolio
|
Q4 2024
Added 89.57%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Apr 28, 2025 Q1 2025 |
7,787
shares
|
$1.8 Million
1.36% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Jan 30, 2025 Q4 2024 |
7,743
shares
|
$1.79 Million
0.63% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
7,659
shares
|
$1.77 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
7,653
shares
|
$1.77 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
7,630
shares
|
$1.76 Million
0.4% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Feb 06, 2025 Q4 2024 |
7,611
shares
|
$1.76 Million
0.95% of portfolio
|
Q4 2024
Reduced 5.65%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
7,542
shares
|
$1.74 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
7,493
shares
|
$1.73 Million
0.09% of portfolio
|
Q4 2024
Reduced 29.61%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
7,403
shares
|
$1.71 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.73%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
7,386
shares
|
$1.71 Million
0.03% of portfolio
|
Q1 2025
Reduced 20.56%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
7,299
shares
|
$1.69 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
7,290
shares
|
$1.68 Million
0.74% of portfolio
|
Q1 2023
Reduced 3.98%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
7,289
shares
|
$1.68 Million
0.11% of portfolio
|
Q1 2025
Reduced 14.13%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
7,160
shares
|
$1.65 Million
0.57% of portfolio
|
Q4 2024
Added 2.46%
|