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 642 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 |
|---|---|---|---|---|---|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,005
shares
|
$270,676
0.02% of portfolio
|
Q4 2022
Reduced 5.63%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 16, 2026 Q4 2025 |
1,004
shares
|
$270,407
0.07% of portfolio
|
Q4 2025
Reduced 0.59%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
1,000
shares
|
$269,330
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2025 Q3 2025 |
1,000
shares
|
$269,330
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
1,000
shares
|
$269,330
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
1,000
shares
|
$269,330
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
1,000
shares
|
$269,330
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Mathes Company, Inc.
|
Nov 12, 2025 Q3 2025 |
1,000
shares
|
$269,330
0.1% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
995
shares
|
$267,983
0.0% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Clarus Group, Inc.
|
Jan 16, 2026 Q4 2025 |
981
shares
|
$264,212
0.1% of portfolio
|
Q2 2024
Reduced 16.93%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
967
shares
|
$260,442
0.04% of portfolio
|
Q3 2025
Added 22.72%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
965
shares
|
$259,903
0.04% of portfolio
|
Q2 2025
Reduced 78.3%
|
|
|
Modera Wealth Management, LLC
|
Jan 21, 2026 Q4 2025 |
964
shares
|
$259,634
0.0% of portfolio
|
Q3 2025
Added 10.42%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 16, 2026 Q4 2025 |
958
shares
|
$258,018
0.16% of portfolio
|
Q4 2025
New holding
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Dec 17, 2025 Q3 2025 |
955
shares
|
$257,210
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
950
shares
|
$255,863
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
932
shares
|
$251,015
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 13, 2026 Q4 2025 |
931
shares
|
$250,746
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
930
shares
|
$250,476
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
914
shares
|
$246,167
0.04% of portfolio
|
Q2 2025
Reduced 54.25%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jan 23, 2026 Q4 2025 |
911
shares
|
$245,359
0.05% of portfolio
|
Q4 2025
Added 1.45%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
908
shares
|
$244,551
0.01% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
905
shares
|
$243,743
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
902
shares
|
$242,935
0.0% of portfolio
|
Q2 2025
Reduced 37.66%
|
|
|
Elk River Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
900
shares
|
$242,397
0.04% of portfolio
|
Q2 2025
New holding
|
|