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 |
|---|---|---|---|---|---|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
39
shares
|
$10,503
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
37
shares
|
$9,965
0.0% of portfolio
|
Q3 2024
Reduced 7.5%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
36
shares
|
$9,695
0.0% of portfolio
|
Q1 2024
Reduced 57.14%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
36
shares
|
$9,695
0.0% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Silicon Valley Capital Partners
|
Nov 14, 2025 Q3 2025 |
34
shares
|
$9,157
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
33
shares
|
$8,887
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
32
shares
|
$8,618
0.0% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
32
shares
|
$8,618
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
30
shares
|
$8,079
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
26
shares
|
$7,002
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
25
shares
|
$6,733
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
25
shares
|
$6,733
0.0% of portfolio
|
Q2 2022
Added 2400.0%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
25
shares
|
$6,733
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
25
shares
|
$6,733
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
24
shares
|
$6,463
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
23
shares
|
$6,194
0.0% of portfolio
|
Q2 2024
Reduced 4.17%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
19
shares
|
$5,117
0.0% of portfolio
|
Q2 2025
Reduced 59.57%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
15
shares
|
$4,039
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
14
shares
|
$3,770
0.0% of portfolio
|
Q2 2025
Reduced 60.0%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
13
shares
|
$3,501
0.0% of portfolio
|
Q3 2025
Reduced 72.92%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
12
shares
|
$3,231
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
10
shares
|
$2,693
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
10
shares
|
$2,693
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
9
shares
|
$2,423
0.0% of portfolio
|
Q1 2025
Added 80.0%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
7
shares
|
$1,885
0.0% of portfolio
|
Q3 2025
Reduced 53.33%
|
|