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 |
|---|---|---|---|---|---|
|
Aventus Investment Advisors, Inc.
Naples, FL |
Jan 14, 2026 Q4 2025 |
94
shares
|
$25,317
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
90
shares
|
$24,239
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Horizon Financial Services, LLC
|
Jan 12, 2026 Q4 2025 |
81
shares
|
$21,815
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
81
shares
|
$21,815
0.0% of portfolio
|
Q1 2025
Reduced 19.0%
|
|
|
Asset Planning,Inc
Cypress, CA |
Oct 23, 2025 Q3 2025 |
76
shares
|
$20,469
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
74
shares
|
$19,930
0.09% of portfolio
|
Q3 2025
Reduced 39.34%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
69
shares
|
$18,583
0.0% of portfolio
|
Q3 2025
Reduced 44.35%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
68
shares
|
$18,314
0.01% of portfolio
|
Q2 2023
Reduced 48.09%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
68
shares
|
$18,314
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
67
shares
|
$18,045
0.0% of portfolio
|
Q4 2024
Reduced 72.76%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
67
shares
|
$18,045
0.0% of portfolio
|
Q1 2022
Reduced 16.25%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
63
shares
|
$16,967
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
60
shares
|
$16,159
0.01% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
54
shares
|
$14,543
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
50
shares
|
$13,466
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
50
shares
|
$13,466
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
50
shares
|
$13,466
0.0% of portfolio
|
Q2 2022
Reduced 65.75%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
48
shares
|
$12,927
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
48
shares
|
$12,927
0.0% of portfolio
|
Q2 2024
Reduced 55.56%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
47
shares
|
$12,658
0.03% of portfolio
|
Q3 2025
Reduced 97.02%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
46
shares
|
$12,389
0.0% of portfolio
|
Q1 2022
Reduced 58.93%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
46
shares
|
$12,389
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
45
shares
|
$12,119
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
44
shares
|
$11,850
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
43
shares
|
$11,581
0.01% of portfolio
|
Q2 2025
New holding
|
|