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 643 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 |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
108,543
shares
|
$29.2 Million
0.08% of portfolio
|
Q3 2025
Added 11.57%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
105,153
shares
|
$28.3 Million
0.03% of portfolio
|
Q3 2025
Reduced 18.76%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Oct 27, 2025 Q3 2025 |
104,382
shares
|
$28.1 Million
6.34% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
94,235
shares
|
$25.4 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
93,918
shares
|
$25.3 Million
0.34% of portfolio
|
Q2 2024
Added 16.72%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
85,257
shares
|
$23 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
85,093
shares
|
$22.9 Million
0.37% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
79,751
shares
|
$21.5 Million
0.27% of portfolio
|
Q3 2025
Added 5.44%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
79,194
shares
|
$21.3 Million
0.11% of portfolio
|
Q3 2025
Reduced 6.57%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 06, 2025 Q3 2025 |
79,059
shares
|
$21.3 Million
1.99% of portfolio
|
Q3 2025
Added 10.4%
|
|
|
New Square Capital LLC
|
Nov 12, 2025 Q3 2025 |
78,736
shares
|
$21.2 Million
1.53% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
76,819
shares
|
$20.7 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.78%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
74,628
shares
|
$20.1 Million
0.03% of portfolio
|
Q3 2025
Added 10.88%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
73,988
shares
|
$19.9 Million
0.29% of portfolio
|
Q3 2025
Added 5.55%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
67,596
shares
|
$18.2 Million
0.27% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
66,626
shares
|
$17.9 Million
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
62,052
shares
|
$16.7 Million
0.57% of portfolio
|
Q4 2025
Added 0.75%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
59,743
shares
|
$16.1 Million
1.05% of portfolio
|
Q2 2022
Reduced 4.97%
|
|
|
Tamar Securities, LLC
|
Nov 13, 2025 Q3 2025 |
58,648
shares
|
$15.8 Million
1.88% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
57,000
shares
|
$15.4 Million
0.14% of portfolio
|
Q1 2023
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
56,268
shares
|
$15.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.81%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
54,723
shares
|
$14.7 Million
0.03% of portfolio
|
Q3 2025
Reduced 7.45%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
54,248
shares
|
$14.6 Million
0.66% of portfolio
|
Q3 2022
Reduced 1.55%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
53,688
shares
|
$14.5 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Warner Group LLC
Madison, CT |
Nov 06, 2025 Q3 2025 |
48,561
shares
|
$13.1 Million
9.36% of portfolio
|
Q3 2025
New holding
|
|