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 |
|---|---|---|---|---|---|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,122
shares
|
$302,188
0.12% of portfolio
|
Q3 2023
Added 4.96%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Nov 10, 2025 Q3 2025 |
1,104
shares
|
$297,340
0.03% of portfolio
|
Q3 2025
Reduced 27.61%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
1,104
shares
|
$297,340
0.02% of portfolio
|
Q3 2025
Reduced 7.46%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
1,102
shares
|
$296,801
0.0% of portfolio
|
Q3 2025
Reduced 35.06%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
1,100
shares
|
$296,263
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Nov 14, 2025 Q3 2025 |
1,098
shares
|
$295,724
0.0% of portfolio
|
Q3 2025
Reduced 97.2%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Nov 03, 2025 Q3 2025 |
1,097
shares
|
$295,455
0.08% of portfolio
|
Q3 2025
Reduced 55.93%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
1,095
shares
|
$294,916
0.01% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
1,094
shares
|
$294,647
0.02% of portfolio
|
Q2 2025
Added 17.76%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
1,092
shares
|
$294,108
0.07% of portfolio
|
Q3 2025
Reduced 10.49%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
1,071
shares
|
$288,452
0.02% of portfolio
|
Q2 2025
Reduced 20.37%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 07, 2025 Q3 2025 |
1,070
shares
|
$288,183
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
1,065
shares
|
$286,836
0.01% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 06, 2025 Q3 2025 |
1,064
shares
|
$286,567
0.13% of portfolio
|
Q3 2025
Reduced 30.41%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
1,056
shares
|
$284,412
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
1,050
shares
|
$282,796
0.05% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
1,039
shares
|
$279,833
0.02% of portfolio
|
Q3 2025
Added 9.83%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jan 12, 2026 Q4 2025 |
1,036
shares
|
$279,025
0.17% of portfolio
|
Q4 2025
Reduced 9.6%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 02, 2026 Q4 2025 |
1,034
shares
|
$278,487
0.04% of portfolio
|
Q4 2025
Reduced 26.72%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Nov 04, 2025 Q3 2025 |
1,028
shares
|
$276,871
0.21% of portfolio
|
Q1 2025
Reduced 12.36%
|
|
|
Strategic Wealth Investment Group, LLC
|
Nov 14, 2025 Q3 2025 |
1,018
shares
|
$274,177
0.03% of portfolio
|
Q3 2025
Added 1043.82%
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Nov 12, 2025 Q3 2025 |
1,014
shares
|
$273,100
0.15% of portfolio
|
Q3 2025
Added 4.86%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
1,010
shares
|
$272,023
0.07% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,005
shares
|
$270,676
0.02% of portfolio
|
Q4 2022
Reduced 5.63%
|
|
|
Mathes Company, Inc.
|
Nov 12, 2025 Q3 2025 |
1,000
shares
|
$269,330
0.1% of portfolio
|
Q3 2024
Reduced 9.09%
|
|