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 |
|---|---|---|---|---|---|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
8,303
shares
|
$2.21 Million
0.39% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
8,109
shares
|
$2.16 Million
0.06% of portfolio
|
Q1 2025
Reduced 43.67%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
8,093
shares
|
$2.15 Million
0.28% of portfolio
|
Q1 2025
Reduced 20.92%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
8,009
shares
|
$2.13 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
7,970
shares
|
$2.12 Million
0.07% of portfolio
|
Q1 2025
Reduced 68.98%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
7,894
shares
|
$2.1 Million
0.7% of portfolio
|
Q2 2025
Reduced 6.52%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
7,840
shares
|
$2.08 Million
0.04% of portfolio
|
Q1 2025
Added 14.69%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
May 13, 2025 Q1 2025 |
7,823
shares
|
$2.08 Million
0.68% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Apr 28, 2025 Q1 2025 |
7,787
shares
|
$2.07 Million
1.36% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
7,700
shares
|
$2.05 Million
0.02% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
May 07, 2025 Q1 2025 |
7,584
shares
|
$2.02 Million
0.94% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
7,542
shares
|
$2.01 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
May 15, 2025 Q1 2025 |
7,436
shares
|
$1.98 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
7,386
shares
|
$1.96 Million
0.03% of portfolio
|
Q1 2025
Reduced 20.56%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
7,290
shares
|
$1.94 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
|
$1.94 Million
0.11% of portfolio
|
Q1 2025
Reduced 14.13%
|
|
|
1776 Wealth LLC
|
May 05, 2025 Q1 2025 |
7,137
shares
|
$1.9 Million
0.76% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
7,136
shares
|
$1.9 Million
0.32% of portfolio
|
Q1 2025
Reduced 6.47%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
7,120
shares
|
$1.89 Million
0.22% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
7,025
shares
|
$1.87 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.11%
|
|
|
Peterson Wealth Management
|
Jun 16, 2025 Q1 2025 |
6,930
shares
|
$1.84 Million
1.05% of portfolio
|
Q1 2025
Reduced 25.36%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
6,905
shares
|
$1.84 Million
0.48% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
6,903
shares
|
$1.84 Million
0.23% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
6,705
shares
|
$1.78 Million
1.21% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
6,652
shares
|
$1.77 Million
0.1% of portfolio
|
Q1 2025
Reduced 6.22%
|