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 |
|---|---|---|---|---|---|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
887
shares
|
$238,895
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
884
shares
|
$238,087
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Oct 29, 2025 Q3 2025 |
883
shares
|
$237,818
0.04% of portfolio
|
Q3 2025
Reduced 9.25%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
880
shares
|
$237,010
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Brio Consultants, LLC
|
Nov 10, 2025 Q3 2025 |
880
shares
|
$237,010
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Moment Partners, LLC
San Francisco, CA |
Nov 06, 2025 Q3 2025 |
878
shares
|
$236,471
0.04% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
870
shares
|
$234,317
0.0% of portfolio
|
Q3 2025
Reduced 26.21%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
860
shares
|
$231,623
0.02% of portfolio
|
Q2 2025
Reduced 6.32%
|
|
|
Catalyst Private Wealth, LLC
|
Jan 14, 2026 Q4 2025 |
858
shares
|
$231,085
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
855
shares
|
$230,277
0.02% of portfolio
|
Q1 2025
Added 6.55%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
853
shares
|
$229,738
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
851
shares
|
$229,199
0.02% of portfolio
|
Q3 2025
Reduced 19.72%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
841
shares
|
$226,506
0.01% of portfolio
|
Q3 2025
Reduced 34.6%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
840
shares
|
$226,237
0.02% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
838
shares
|
$225,698
0.02% of portfolio
|
Q3 2025
Added 27.94%
|
|
|
October Effect LTD
Virginia Beach, VA |
Oct 31, 2025 Q3 2025 |
831
shares
|
$223,813
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
829
shares
|
$223,274
0.0% of portfolio
|
Q3 2025
Reduced 76.24%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
821
shares
|
$221,119
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 12, 2026 Q4 2025 |
820
shares
|
$220,850
0.03% of portfolio
|
Q4 2025
Reduced 13.68%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 20, 2025 Q3 2025 |
811
shares
|
$218,426
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Oct 28, 2025 Q3 2025 |
808
shares
|
$217,618
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
807
shares
|
$217,349
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
806
shares
|
$217,079
0.02% of portfolio
|
Q3 2025
Reduced 5.29%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
805
shares
|
$216,810
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
805
shares
|
$216,810
0.1% of portfolio
|
Q2 2025
New holding
|
|