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 |
|---|---|---|---|---|---|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
3,334
shares
|
$897,946
0.21% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
3,308
shares
|
$890,943
0.08% of portfolio
|
Q3 2025
Reduced 5.43%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
3,296
shares
|
$887,711
0.0% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
3,282
shares
|
$883,941
0.21% of portfolio
|
Q2 2022
Added 0.46%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
3,267
shares
|
$879,901
0.01% of portfolio
|
Q2 2025
Reduced 10.86%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2025 Q3 2025 |
3,241
shares
|
$872,898
0.45% of portfolio
|
Q3 2025
Reduced 26.11%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
3,178
shares
|
$855,930
0.03% of portfolio
|
Q4 2025
Reduced 13.03%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
3,171
shares
|
$854,045
0.01% of portfolio
|
Q3 2025
Added 254.3%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
3,145
shares
|
$847,042
0.02% of portfolio
|
Q3 2025
Added 46.96%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
3,086
shares
|
$831,152
0.0% of portfolio
|
Q3 2025
Added 3.63%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
3,085
shares
|
$830,883
0.15% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
3,075
shares
|
$828,189
0.15% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Oct 29, 2025 Q3 2025 |
3,074
shares
|
$827,920
0.41% of portfolio
|
Q3 2025
Reduced 4.59%
|
|
|
626 Financial, LLC
|
Nov 07, 2025 Q3 2025 |
3,065
shares
|
$825,496
0.4% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
3,064
shares
|
$825,227
0.3% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
3,009
shares
|
$810,413
0.02% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Financial Services Advisory Inc
|
Nov 04, 2025 Q3 2025 |
3,004
shares
|
$809,067
0.33% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2025 Q3 2025 |
2,982
shares
|
$803,142
0.89% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
2,970
shares
|
$799,910
0.03% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,821
shares
|
$759,779
0.02% of portfolio
|
Q2 2020
Added 19.19%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
2,794
shares
|
$752,508
0.06% of portfolio
|
Q2 2025
Reduced 30.22%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
2,765
shares
|
$744,697
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
2,751
shares
|
$740,926
0.06% of portfolio
|
Q3 2025
Added 194.54%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Jan 14, 2026 Q4 2025 |
2,734
shares
|
$736,348
0.14% of portfolio
|
Q4 2025
Added 3.33%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
2,731
shares
|
$735,540
0.01% of portfolio
|
Q3 2025
Reduced 1.87%
|
|