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 |
|---|---|---|---|---|---|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
1,360
shares
|
$366,288
0.05% of portfolio
|
Q4 2025
Added 5.84%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
1,355
shares
|
$364,942
0.04% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
1,347
shares
|
$362,787
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 12, 2025 Q3 2025 |
1,347
shares
|
$362,787
0.01% of portfolio
|
Q3 2025
Reduced 55.76%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 07, 2025 Q3 2025 |
1,346
shares
|
$362,518
0.03% of portfolio
|
Q3 2025
Added 56.51%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
1,343
shares
|
$361,710
0.02% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
1,341
shares
|
$361,171
0.16% of portfolio
|
Q3 2025
Added 15.8%
|
|
|
Sather Financial Group Inc
|
Oct 22, 2025 Q3 2025 |
1,340
shares
|
$360,902
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
1,338
shares
|
$360,363
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Advisors Inc.
|
Jan 21, 2026 Q4 2025 |
1,331
shares
|
$358,478
0.07% of portfolio
|
Q4 2025
Reduced 4.31%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
1,322
shares
|
$356,054
0.01% of portfolio
|
Q3 2025
Reduced 44.43%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
1,303
shares
|
$350,936
0.0% of portfolio
|
Q3 2025
Reduced 92.28%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
1,285
shares
|
$346,089
0.01% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
1,282
shares
|
$345,281
0.04% of portfolio
|
Q3 2025
Added 30.82%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
1,282
shares
|
$345,281
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
1,270
shares
|
$342,049
0.12% of portfolio
|
Q4 2025
Reduced 0.78%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 23, 2026 Q4 2025 |
1,255
shares
|
$338,009
0.08% of portfolio
|
Q4 2025
Reduced 9.06%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
1,244
shares
|
$335,046
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
1,242
shares
|
$334,507
0.08% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Petix & Botte CO
|
Nov 21, 2025 Q3 2025 |
1,234
shares
|
$332,353
0.08% of portfolio
|
Q3 2024
Added 8.63%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
1,225
shares
|
$329,929
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
1,220
shares
|
$328,582
0.04% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
1,215
shares
|
$327,235
0.0% of portfolio
|
Q3 2025
Added 6.58%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
Nov 04, 2025 Q3 2025 |
1,205
shares
|
$324,542
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
1,200
shares
|
$323,196
0.02% of portfolio
|
Q4 2024
New holding
|
|