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 $4.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
4,218
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
4,215
shares
|
$1.14 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
4,201
shares
|
$1.13 Million
0.16% of portfolio
|
Q2 2025
Reduced 7.87%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
4,182
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2025
Reduced 25.56%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
3,997
shares
|
$1.08 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
3,991
shares
|
$1.07 Million
0.05% of portfolio
|
Q3 2025
Reduced 17.4%
|
|
|
Trust CO Of Oklahoma
|
Jan 14, 2026 Q4 2025 |
3,840
shares
|
$1.03 Million
0.3% of portfolio
|
Q3 2025
Added 9.81%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
3,815
shares
|
$1.03 Million
0.19% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
3,734
shares
|
$1.01 Million
0.05% of portfolio
|
Q3 2025
Added 13.63%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 28, 2025 Q3 2025 |
3,725
shares
|
$1 Million
0.22% of portfolio
|
Q3 2025
Added 30.15%
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
3,721
shares
|
$1 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
3,700
shares
|
$996,520
0.0% of portfolio
|
Q2 2025
Added 226.57%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
3,686
shares
|
$992,750
0.11% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
3,649
shares
|
$982,785
0.02% of portfolio
|
Q3 2025
Reduced 3.69%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 23, 2025 Q3 2025 |
3,594
shares
|
$967,972
0.19% of portfolio
|
Q3 2025
Added 8.55%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
3,589
shares
|
$966,625
0.09% of portfolio
|
Q2 2025
Added 13.79%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
3,542
shares
|
$953,966
0.0% of portfolio
|
Q3 2025
Added 35.29%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
3,489
shares
|
$939,692
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
3,472
shares
|
$935,113
0.03% of portfolio
|
Q4 2025
Reduced 14.65%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
3,434
shares
|
$924,879
0.01% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
3,396
shares
|
$914,644
0.0% of portfolio
|
Q3 2025
Reduced 4.31%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
3,383
shares
|
$911,143
0.12% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 05, 2025 Q3 2025 |
3,382
shares
|
$910,874
0.33% of portfolio
|
Q3 2025
Reduced 27.98%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
3,366
shares
|
$906,564
0.01% of portfolio
|
Q3 2025
Added 140.26%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
3,340
shares
|
$899,562
0.0% of portfolio
|
Q3 2025
Added 7.99%
|
|