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 |
|---|---|---|---|---|---|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
194
shares
|
$52,250
0.01% of portfolio
|
Q4 2025
Reduced 40.85%
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
194
shares
|
$52,250
0.01% of portfolio
|
Q1 2025
Reduced 46.11%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
188
shares
|
$50,634
0.0% of portfolio
|
Q3 2018
Reduced 19.31%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
180
shares
|
$48,479
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
180
shares
|
$48,479
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
167
shares
|
$44,978
0.01% of portfolio
|
Q3 2024
Added 149.25%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
156
shares
|
$42,015
0.01% of portfolio
|
Q4 2021
Added 38.05%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
155
shares
|
$41,746
0.0% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
150
shares
|
$40,399
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
150
shares
|
$40,399
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
150
shares
|
$40,399
0.03% of portfolio
|
Q2 2025
Reduced 99.48%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
150
shares
|
$40,399
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
149
shares
|
$40,130
0.01% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
130
shares
|
$35,012
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
120
shares
|
$32,319
0.03% of portfolio
|
Q3 2024
Reduced 91.08%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
106
shares
|
$28,548
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
100
shares
|
$26,933
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
100
shares
|
$26,933
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
100
shares
|
$26,933
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Nov 04, 2025 Q3 2025 |
100
shares
|
$26,933
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
100
shares
|
$26,933
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
100
shares
|
$26,933
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
100
shares
|
$26,933
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
99
shares
|
$26,663
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
96
shares
|
$25,855
0.0% of portfolio
|
Q3 2025
Added 92.0%
|
|