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 |
|---|---|---|---|---|---|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
797
shares
|
$214,656
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
795
shares
|
$214,117
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
794
shares
|
$213,848
0.07% of portfolio
|
Q3 2025
Reduced 6.04%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
790
shares
|
$212,770
0.05% of portfolio
|
Q1 2022
New holding
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Oct 15, 2025 Q3 2025 |
786
shares
|
$211,693
0.16% of portfolio
|
Q2 2025
Reduced 50.25%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Oct 31, 2025 Q3 2025 |
784
shares
|
$211,154
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Sightline Wealth Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
781
shares
|
$210,346
0.1% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
780
shares
|
$210,077
0.03% of portfolio
|
Q3 2025
Reduced 12.85%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
779
shares
|
$209,808
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
774
shares
|
$208,461
0.04% of portfolio
|
Q1 2024
Reduced 2.03%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
771
shares
|
$207,653
0.01% of portfolio
|
Q3 2025
Reduced 5.05%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
768
shares
|
$206,845
0.13% of portfolio
|
Q3 2025
Reduced 3.76%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
753
shares
|
$202,805
0.02% of portfolio
|
Q4 2025
Added 1.48%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
751
shares
|
$202,266
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
750
shares
|
$201,997
0.11% of portfolio
|
Q4 2021
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
750
shares
|
$201,997
0.01% of portfolio
|
Q2 2025
Reduced 25.6%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
743
shares
|
$200,112
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
740
shares
|
$199,304
0.09% of portfolio
|
Q2 2024
Reduced 81.86%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
732
shares
|
$197,149
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
732
shares
|
$197,149
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
725
shares
|
$195,264
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
716
shares
|
$192,840
0.07% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
700
shares
|
$188,531
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
699
shares
|
$188,261
0.0% of portfolio
|
Q3 2025
Added 28.97%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
691
shares
|
$186,107
0.07% of portfolio
|
Q4 2024
New holding
|
|