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 |
|---|---|---|---|---|---|
|
Lineweaver Wealth Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
2,717
shares
|
$731,769
0.12% of portfolio
|
Q1 2025
Added 7.43%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
2,701
shares
|
$727,460
0.07% of portfolio
|
Q3 2025
Added 4.73%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
2,690
shares
|
$724,497
0.21% of portfolio
|
Q3 2025
Added 12.84%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
2,640
shares
|
$711,031
0.04% of portfolio
|
Q3 2025
Added 9.32%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
2,626
shares
|
$707,260
0.09% of portfolio
|
Q1 2024
Added 3.75%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
2,600
shares
|
$700,258
0.01% of portfolio
|
Q3 2025
Added 6.51%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 03, 2025 Q3 2025 |
2,525
shares
|
$680,058
0.39% of portfolio
|
Q3 2025
Reduced 3.88%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
2,521
shares
|
$678,980
0.25% of portfolio
|
Q1 2024
Reduced 22.34%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
2,509
shares
|
$675,748
0.04% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
2,507
shares
|
$675,210
0.04% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
2,477
shares
|
$667,130
0.0% of portfolio
|
Q3 2025
Added 15.42%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
2,448
shares
|
$659,319
0.08% of portfolio
|
Q4 2025
Reduced 0.45%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
2,446
shares
|
$658,781
0.05% of portfolio
|
Q4 2025
Reduced 2.74%
|
|
|
First International Bank Of Israel Ltd.
Tel Aviv, |
Nov 12, 2025 Q3 2025 |
2,442
shares
|
$657,703
0.39% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
Sherman Wealth Management LLC
Gaithersburg, MD |
Jan 13, 2026 Q4 2025 |
2,440
shares
|
$657,165
0.68% of portfolio
|
Q4 2025
New holding
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Nov 04, 2025 Q3 2025 |
2,425
shares
|
$653,125
0.36% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
2,423
shares
|
$652,586
0.1% of portfolio
|
Q3 2025
Added 64.05%
|
|
|
Woodward Diversified Capital, LLC
|
Jan 14, 2026 Q4 2025 |
2,402
shares
|
$646,930
0.33% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
2,385
shares
|
$642,352
0.32% of portfolio
|
Q3 2025
Reduced 14.82%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 14, 2026 Q4 2025 |
2,384
shares
|
$642,082
0.28% of portfolio
|
Q4 2025
Reduced 0.75%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
2,351
shares
|
$633,194
0.02% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
2,342
shares
|
$630,770
0.14% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
2,331
shares
|
$627,808
0.0% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
2,329
shares
|
$627,269
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
2,328
shares
|
$627,000
0.0% of portfolio
|
Q3 2025
Added 8.33%
|
|