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 |
|---|---|---|---|---|---|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
5,526
shares
|
$1.28 Million
0.74% of portfolio
|
Q2 2023
Reduced 9.5%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
5,468
shares
|
$1.26 Million
0.08% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Apr 16, 2025 Q1 2025 |
5,447
shares
|
$1.26 Million
0.73% of portfolio
|
Q1 2025
Reduced 4.19%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
5,418
shares
|
$1.25 Million
0.4% of portfolio
|
Q1 2024
Reduced 0.04%
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
5,416
shares
|
$1.25 Million
0.51% of portfolio
|
Q4 2024
Reduced 53.23%
|
|
|
Hfg Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
5,402
shares
|
$1.25 Million
1.07% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
5,338
shares
|
$1.23 Million
0.03% of portfolio
|
Q4 2024
Added 11.51%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
5,322
shares
|
$1.23 Million
0.05% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
5,278
shares
|
$1.22 Million
0.0% of portfolio
|
Q4 2024
Reduced 50.87%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
5,237
shares
|
$1.21 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
5,226
shares
|
$1.21 Million
0.53% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
5,193
shares
|
$1.2 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.65%
|
|
|
Fulcrum Equity Management
|
Mar 24, 2025 Q4 2024 |
5,170
shares
|
$1.19 Million
1.32% of portfolio
|
Q4 2024
New holding
|
|
|
Unconventional Investor, LLC
|
Feb 18, 2025 Q4 2024 |
5,101
shares
|
$1.18 Million
0.77% of portfolio
|
Q4 2022
Reduced 10.48%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
5,100
shares
|
$1.18 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
5,093
shares
|
$1.18 Million
0.28% of portfolio
|
Q2 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
5,032
shares
|
$1.16 Million
0.01% of portfolio
|
Q1 2025
Reduced 17.87%
|
|
|
Destiny Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
5,032
shares
|
$1.16 Million
0.19% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
5,009
shares
|
$1.16 Million
0.13% of portfolio
|
Q4 2024
Added 73.5%
|
|
|
Meitav Dash Investments LTD
|
Feb 03, 2025 Q4 2024 |
4,993
shares
|
$1.15 Million
0.02% of portfolio
|
Q4 2024
Reduced 12.82%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
4,926
shares
|
$1.14 Million
0.04% of portfolio
|
Q4 2024
Reduced 22.85%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
4,875
shares
|
$1.13 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
4,841
shares
|
$1.12 Million
0.16% of portfolio
|
Q4 2024
Added 64.38%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
4,813
shares
|
$1.11 Million
0.17% of portfolio
|
Q3 2024
Reduced 14.8%
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
4,780
shares
|
$1.1 Million
0.19% of portfolio
|
Q4 2024
Reduced 2.05%
|