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 |
|---|---|---|---|---|---|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
647
shares
|
$174,256
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
645
shares
|
$173,717
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
611
shares
|
$164,560
0.03% of portfolio
|
Q2 2025
Reduced 11.45%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
600
shares
|
$161,598
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
572
shares
|
$154,056
0.05% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
550
shares
|
$148,131
0.0% of portfolio
|
Q2 2022
Reduced 67.22%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
497
shares
|
$133,857
0.01% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
495
shares
|
$133,318
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
493
shares
|
$132,779
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
486
shares
|
$130,894
0.05% of portfolio
|
Q3 2025
Added 18.25%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
465
shares
|
$125,238
0.02% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
455
shares
|
$122,545
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
428
shares
|
$115,273
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
419
shares
|
$112,849
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
415
shares
|
$111,771
0.01% of portfolio
|
Q3 2021
Reduced 14.96%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Nov 13, 2025 Q3 2025 |
405
shares
|
$109,078
0.0% of portfolio
|
Q3 2025
Reduced 36.22%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
404
shares
|
$108,809
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
402
shares
|
$108,270
0.04% of portfolio
|
Q3 2025
Added 177.24%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
400
shares
|
$107,732
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
388
shares
|
$104,500
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
372
shares
|
$100,190
0.0% of portfolio
|
Q1 2025
Reduced 7.23%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
356
shares
|
$95,881
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
354
shares
|
$95,342
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
350
shares
|
$94,265
0.0% of portfolio
|
Q1 2023
Reduced 41.67%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
345
shares
|
$92,918
0.01% of portfolio
|
Q3 2025
Reduced 10.39%
|
|