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 |
|---|---|---|---|---|---|
|
Meitav Dash Investments LTD
|
May 12, 2025 Q1 2025 |
5,443
shares
|
$1.45 Million
0.02% of portfolio
|
Q1 2025
Added 9.01%
|
|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
5,432
shares
|
$1.44 Million
0.44% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
5,418
shares
|
$1.44 Million
0.4% of portfolio
|
Q1 2024
Reduced 0.04%
|
|
|
Hfg Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
5,402
shares
|
$1.44 Million
1.07% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
5,352
shares
|
$1.42 Million
0.01% of portfolio
|
Q2 2025
Added 6.36%
|
|
|
Tria Gen Wealth Management LLC
|
May 13, 2025 Q1 2025 |
5,329
shares
|
$1.42 Million
0.45% of portfolio
|
Q1 2025
Reduced 55.94%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
5,327
shares
|
$1.42 Million
0.05% of portfolio
|
Q1 2025
Reduced 30.45%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
5,171
shares
|
$1.37 Million
0.57% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Unconventional Investor, LLC
|
May 14, 2025 Q1 2025 |
5,101
shares
|
$1.36 Million
0.69% of portfolio
|
Q4 2022
Reduced 10.48%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
5,093
shares
|
$1.35 Million
0.28% of portfolio
|
Q2 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
5,065
shares
|
$1.35 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
5,043
shares
|
$1.34 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
5,032
shares
|
$1.34 Million
0.2% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
5,009
shares
|
$1.33 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
4,943
shares
|
$1.31 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.35%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
4,884
shares
|
$1.3 Million
0.07% of portfolio
|
Q2 2025
Reduced 42.82%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
4,875
shares
|
$1.3 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
4,834
shares
|
$1.29 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.44%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
4,774
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2025
Reduced 18.41%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
4,765
shares
|
$1.27 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
4,758
shares
|
$1.27 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Ayalon Insurance Comp Ltd.
|
Jul 16, 2025 Q2 2025 |
4,758
shares
|
$1.27 Million
0.37% of portfolio
|
Q2 2023
Reduced 4.25%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
4,722
shares
|
$1.26 Million
0.04% of portfolio
|
Q1 2025
Reduced 20.55%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
May 01, 2025 Q1 2025 |
4,704
shares
|
$1.25 Million
0.44% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
May 15, 2025 Q1 2025 |
4,667
shares
|
$1.24 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.06%
|