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 |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
1,880
shares
|
$506,340
0.06% of portfolio
|
Q3 2025
Reduced 4.86%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
1,877
shares
|
$505,532
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
1,876
shares
|
$505,263
0.02% of portfolio
|
Q4 2025
Added 51.9%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
1,868
shares
|
$503,108
0.09% of portfolio
|
Q1 2025
Reduced 11.8%
|
|
|
Signature Wealth Management Partners, LLC
|
Oct 23, 2025 Q3 2025 |
1,867
shares
|
$502,839
0.28% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
1,865
shares
|
$502,300
0.0% of portfolio
|
Q3 2025
Added 10.29%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
1,862
shares
|
$501,492
0.01% of portfolio
|
Q2 2024
Reduced 20.02%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
1,846
shares
|
$497,183
0.17% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
1,823
shares
|
$490,988
0.08% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
1,808
shares
|
$486,948
0.01% of portfolio
|
Q1 2025
Added 22.91%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
1,805
shares
|
$486,140
0.03% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
1,785
shares
|
$480,754
0.26% of portfolio
|
Q2 2023
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
1,782
shares
|
$479,946
0.02% of portfolio
|
Q3 2025
Added 6.9%
|
|
|
Tru Independence LLC
|
Oct 23, 2025 Q3 2025 |
1,774
shares
|
$477,791
0.14% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
1,765
shares
|
$475,367
0.17% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
1,758
shares
|
$473,482
0.01% of portfolio
|
Q3 2025
Reduced 25.29%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
1,723
shares
|
$464,055
0.08% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
1,718
shares
|
$462,708
0.11% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
1,716
shares
|
$462,170
0.0% of portfolio
|
Q2 2025
Added 35.87%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 28, 2025 Q3 2025 |
1,713
shares
|
$461,362
0.07% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
1,712
shares
|
$461,092
0.02% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Oct 30, 2025 Q3 2025 |
1,687
shares
|
$454,359
0.07% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
1,685
shares
|
$453,821
0.01% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
1,675
shares
|
$451,127
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Oct 29, 2025 Q3 2025 |
1,627
shares
|
$438,199
0.34% of portfolio
|
Q4 2024
New holding
|
|