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 |
|---|---|---|---|---|---|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
6,608
shares
|
$1.76 Million
0.48% of portfolio
|
Q1 2025
New holding
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
6,559
shares
|
$1.74 Million
0.17% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
6,421
shares
|
$1.71 Million
0.67% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
6,390
shares
|
$1.7 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Trade Well Securities, Llc.
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
6,364
shares
|
$1.69 Million
0.78% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
6,316
shares
|
$1.68 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
May 15, 2025 Q1 2025 |
6,168
shares
|
$1.64 Million
0.74% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
6,026
shares
|
$1.6 Million
0.5% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jul 08, 2025 Q2 2025 |
6,002
shares
|
$1.6 Million
0.57% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
6,002
shares
|
$1.6 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
5,773
shares
|
$1.53 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
5,738
shares
|
$1.53 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Lyell Wealth Management, LP
|
May 08, 2025 Q1 2025 |
5,709
shares
|
$1.52 Million
0.12% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
5,704
shares
|
$1.52 Million
0.02% of portfolio
|
Q1 2025
Reduced 39.65%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
5,702
shares
|
$1.52 Million
0.14% of portfolio
|
Q1 2025
Reduced 6.65%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
5,693
shares
|
$1.51 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
5,661
shares
|
$1.51 Million
0.2% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
5,615
shares
|
$1.49 Million
0.08% of portfolio
|
Q4 2024
Reduced 9.6%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
5,595
shares
|
$1.49 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.36%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
5,551
shares
|
$1.48 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Defined Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
5,528
shares
|
$1.47 Million
0.96% of portfolio
|
Q2 2025
Reduced 4.77%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
5,526
shares
|
$1.47 Million
0.74% of portfolio
|
Q2 2023
Reduced 9.5%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
5,517
shares
|
$1.47 Million
0.68% of portfolio
|
Q2 2025
Reduced 9.69%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
5,509
shares
|
$1.46 Million
0.11% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Apr 16, 2025 Q1 2025 |
5,447
shares
|
$1.45 Million
0.73% of portfolio
|
Q1 2025
Reduced 4.19%
|