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 641 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 $4.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
2,752
shares
|
$741,196
0.06% of portfolio
|
Q4 2025
Added 0.04%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Jan 14, 2026 Q4 2025 |
2,734
shares
|
$736,348
0.14% of portfolio
|
Q4 2025
Added 3.33%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
2,731
shares
|
$735,540
0.01% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
2,717
shares
|
$731,769
0.12% of portfolio
|
Q1 2025
Added 7.43%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
2,690
shares
|
$724,497
0.21% of portfolio
|
Q3 2025
Added 12.84%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
2,626
shares
|
$707,260
0.09% of portfolio
|
Q1 2024
Added 3.75%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
2,600
shares
|
$700,258
0.01% of portfolio
|
Q3 2025
Added 6.51%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
2,597
shares
|
$699,450
0.05% of portfolio
|
Q4 2025
Reduced 3.85%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 03, 2025 Q3 2025 |
2,525
shares
|
$680,058
0.39% of portfolio
|
Q3 2025
Reduced 3.88%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
2,521
shares
|
$678,980
0.25% of portfolio
|
Q1 2024
Reduced 22.34%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
2,509
shares
|
$675,748
0.04% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Hbw Advisory Services LLC
|
Jan 23, 2026 Q4 2025 |
2,508
shares
|
$675,479
0.08% of portfolio
|
Q4 2025
Added 221.54%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
2,507
shares
|
$675,210
0.04% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
2,477
shares
|
$667,130
0.0% of portfolio
|
Q3 2025
Added 15.42%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
2,448
shares
|
$659,319
0.08% of portfolio
|
Q4 2025
Reduced 0.45%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
2,446
shares
|
$658,781
0.05% of portfolio
|
Q4 2025
Reduced 2.74%
|
|
|
First International Bank Of Israel Ltd.
Tel Aviv, |
Nov 12, 2025 Q3 2025 |
2,442
shares
|
$657,703
0.39% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
Sherman Wealth Management LLC
Gaithersburg, MD |
Jan 13, 2026 Q4 2025 |
2,440
shares
|
$657,165
0.68% of portfolio
|
Q4 2025
Reduced 0.12%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Nov 04, 2025 Q3 2025 |
2,425
shares
|
$653,125
0.36% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
2,423
shares
|
$652,586
0.1% of portfolio
|
Q3 2025
Added 64.05%
|
|
|
Woodward Diversified Capital, LLC
|
Jan 14, 2026 Q4 2025 |
2,402
shares
|
$646,930
0.33% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 14, 2026 Q4 2025 |
2,384
shares
|
$642,082
0.28% of portfolio
|
Q4 2025
Reduced 0.75%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
2,351
shares
|
$633,194
0.02% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
2,342
shares
|
$630,770
0.14% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
2,331
shares
|
$627,808
0.0% of portfolio
|
Q3 2025
Reduced 1.73%
|
|