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 |
|---|---|---|---|---|---|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
1,189
shares
|
$320,233
0.08% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 16, 2026 Q4 2025 |
1,175
shares
|
$316,462
0.13% of portfolio
|
Q2 2025
Reduced 14.23%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
1,160
shares
|
$312,422
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
1,122
shares
|
$302,188
0.02% of portfolio
|
Q4 2025
Reduced 0.71%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,122
shares
|
$302,188
0.12% of portfolio
|
Q3 2023
Added 4.96%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Jan 14, 2026 Q4 2025 |
1,117
shares
|
$300,841
0.02% of portfolio
|
Q4 2025
Added 1.18%
|
|
|
Patriot Investment Management Inc.
|
Jan 23, 2026 Q4 2025 |
1,109
shares
|
$298,686
0.02% of portfolio
|
Q4 2025
Added 1.37%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
1,104
shares
|
$297,340
0.02% of portfolio
|
Q3 2025
Reduced 7.46%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
1,102
shares
|
$296,801
0.0% of portfolio
|
Q3 2025
Reduced 35.06%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
1,100
shares
|
$296,263
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Nov 14, 2025 Q3 2025 |
1,098
shares
|
$295,724
0.0% of portfolio
|
Q3 2025
Reduced 97.2%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Nov 03, 2025 Q3 2025 |
1,097
shares
|
$295,455
0.08% of portfolio
|
Q3 2025
Reduced 55.93%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
1,095
shares
|
$294,916
0.01% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
1,092
shares
|
$294,108
0.07% of portfolio
|
Q3 2025
Reduced 10.49%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 07, 2025 Q3 2025 |
1,070
shares
|
$288,183
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
1,065
shares
|
$286,836
0.02% of portfolio
|
Q4 2025
Reduced 0.56%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
1,065
shares
|
$286,836
0.0% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 06, 2025 Q3 2025 |
1,064
shares
|
$286,567
0.13% of portfolio
|
Q3 2025
Reduced 30.41%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
1,056
shares
|
$284,412
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
1,039
shares
|
$279,833
0.02% of portfolio
|
Q3 2025
Added 9.83%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jan 12, 2026 Q4 2025 |
1,036
shares
|
$279,025
0.17% of portfolio
|
Q4 2025
Reduced 9.6%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 02, 2026 Q4 2025 |
1,034
shares
|
$278,487
0.04% of portfolio
|
Q4 2025
Reduced 26.72%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Nov 04, 2025 Q3 2025 |
1,028
shares
|
$276,871
0.21% of portfolio
|
Q1 2025
Reduced 12.36%
|
|
|
Strategic Wealth Investment Group, LLC
|
Nov 14, 2025 Q3 2025 |
1,018
shares
|
$274,177
0.03% of portfolio
|
Q3 2025
Added 1043.82%
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Nov 12, 2025 Q3 2025 |
1,014
shares
|
$273,100
0.15% of portfolio
|
Q3 2025
Added 4.86%
|
|