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 641 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 |
|---|---|---|---|---|---|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Oct 29, 2025 Q3 2025 |
1,627
shares
|
$438,199
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
1,614
shares
|
$434,698
0.06% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Crown Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
1,605
shares
|
$432,274
0.15% of portfolio
|
Q1 2025
Reduced 5.87%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
1,600
shares
|
$430,928
0.01% of portfolio
|
Q3 2025
Added 627.27%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
1,577
shares
|
$424,733
0.08% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
1,553
shares
|
$418,269
0.0% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
1,537
shares
|
$413,960
0.01% of portfolio
|
Q3 2025
Added 22.37%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
1,522
shares
|
$409,920
0.03% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
1,507
shares
|
$405,880
0.0% of portfolio
|
Q3 2025
Added 19.89%
|
|
|
Dakota Wealth Management
|
Jan 13, 2026 Q4 2025 |
1,474
shares
|
$396,992
0.01% of portfolio
|
Q4 2025
Added 9.19%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
1,464
shares
|
$394,299
0.13% of portfolio
|
Q2 2025
Reduced 16.19%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
1,463
shares
|
$394,029
0.0% of portfolio
|
Q3 2025
Added 24.3%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
1,462
shares
|
$393,760
0.03% of portfolio
|
Q4 2024
Added 7.26%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
1,456
shares
|
$392,144
0.0% of portfolio
|
Q3 2025
Added 22.87%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
1,442
shares
|
$388,373
0.05% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Nov 20, 2025 Q3 2025 |
1,430
shares
|
$385,141
0.32% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
1,413
shares
|
$380,563
0.02% of portfolio
|
Q4 2023
Added 6.08%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
1,408
shares
|
$379,216
0.01% of portfolio
|
Q3 2025
Reduced 6.63%
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
1,391
shares
|
$374,638
0.08% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 29, 2025 Q3 2025 |
1,380
shares
|
$371,675
0.1% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
1,372
shares
|
$369,520
0.14% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
1,371
shares
|
$369,251
0.0% of portfolio
|
Q3 2025
Reduced 16.86%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
1,363
shares
|
$367,096
0.03% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
1,360
shares
|
$366,288
0.05% of portfolio
|
Q4 2025
Added 5.84%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
1,355
shares
|
$364,942
0.04% of portfolio
|
Q2 2025
Added 2.5%
|
|