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 |
|---|---|---|---|---|---|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
343
shares
|
$92,380
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
330
shares
|
$88,878
0.01% of portfolio
|
Q2 2022
Reduced 30.96%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
325
shares
|
$87,532
0.01% of portfolio
|
Q1 2025
Reduced 26.97%
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
311
shares
|
$83,761
0.02% of portfolio
|
Q3 2025
Added 180.18%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
288
shares
|
$77,567
0.0% of portfolio
|
Q3 2025
Reduced 40.74%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
287
shares
|
$77,297
0.0% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
278
shares
|
$74,873
0.06% of portfolio
|
Q3 2025
Reduced 6.71%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
275
shares
|
$74,065
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
272
shares
|
$73,257
0.02% of portfolio
|
Q3 2025
Added 32.04%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
260
shares
|
$70,025
0.0% of portfolio
|
Q3 2025
Reduced 88.9%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
239
shares
|
$64,369
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
232
shares
|
$62,484
0.02% of portfolio
|
Q2 2025
Reduced 34.09%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
230
shares
|
$61,945
0.01% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
225
shares
|
$60,599
0.0% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
215
shares
|
$57,905
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
213
shares
|
$57,367
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
212
shares
|
$57,097
0.01% of portfolio
|
Q2 2025
Added 37.66%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
211
shares
|
$56,828
0.01% of portfolio
|
Q3 2022
Reduced 53.11%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
206
shares
|
$55,481
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
204
shares
|
$54,943
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
201
shares
|
$54,135
0.0% of portfolio
|
Q3 2025
Reduced 9.05%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
200
shares
|
$53,866
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
200
shares
|
$53,866
0.0% of portfolio
|
Q3 2023
Reduced 33.11%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
200
shares
|
$53,866
0.0% of portfolio
|
Q3 2023
Reduced 33.11%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
200
shares
|
$53,866
0.01% of portfolio
|
Q3 2025
Added 900.0%
|
|