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 |
|---|---|---|---|---|---|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
2,329
shares
|
$627,269
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
2,328
shares
|
$627,000
0.0% of portfolio
|
Q3 2025
Added 8.33%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Nov 03, 2025 Q3 2025 |
2,258
shares
|
$608,147
0.13% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
2,245
shares
|
$604,645
0.01% of portfolio
|
Q3 2022
Reduced 19.56%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
Nov 07, 2025 Q3 2025 |
2,225
shares
|
$599,259
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 23, 2026 Q4 2025 |
2,214
shares
|
$596,296
0.21% of portfolio
|
Q4 2025
Reduced 2.55%
|
|
|
Means Investment Co., Inc.
|
Nov 06, 2025 Q3 2025 |
2,209
shares
|
$594,949
0.06% of portfolio
|
Q3 2025
Reduced 7.88%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
2,190
shares
|
$589,832
0.01% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Valley National Advisers Inc
|
Jan 23, 2026 Q4 2025 |
2,141
shares
|
$576,635
0.08% of portfolio
|
Q4 2022
Added 0.09%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,132
shares
|
$574,211
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Jan 07, 2026 Q4 2025 |
2,125
shares
|
$572,326
0.73% of portfolio
|
Q4 2025
Reduced 1.89%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
2,111
shares
|
$568,555
0.12% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
2,110
shares
|
$568,286
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
2,103
shares
|
$566,400
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
2,099
shares
|
$565,323
0.0% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
2,098
shares
|
$565,054
0.01% of portfolio
|
Q3 2025
Reduced 10.76%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
2,088
shares
|
$562,361
0.04% of portfolio
|
Q3 2025
Added 37.1%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
2,087
shares
|
$562,091
0.04% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
2,083
shares
|
$561,014
0.0% of portfolio
|
Q2 2023
Reduced 1.88%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2026 Q4 2025 |
2,073
shares
|
$558,321
0.04% of portfolio
|
Q4 2025
Added 0.24%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
2,070
shares
|
$557,513
0.43% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
2,065
shares
|
$556,166
0.1% of portfolio
|
Q2 2023
Reduced 19.59%
|
|
|
Fusion Capital, LLC
|
Nov 05, 2025 Q3 2025 |
2,033
shares
|
$547,547
0.18% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Jan 21, 2026 Q4 2025 |
2,025
shares
|
$545,393
0.17% of portfolio
|
Q4 2025
Added 3.42%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
2,011
shares
|
$541,622
0.0% of portfolio
|
Q2 2025
Added 1.82%
|
|