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 643 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 |
|---|---|---|---|---|---|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
46,650
shares
|
$12.6 Million
1.06% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
42,926
shares
|
$11.6 Million
0.03% of portfolio
|
Q3 2025
Added 7.42%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
41,403
shares
|
$11.2 Million
0.06% of portfolio
|
Q3 2025
Reduced 8.37%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
39,302
shares
|
$10.6 Million
0.18% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
38,064
shares
|
$10.3 Million
0.01% of portfolio
|
Q3 2025
Added 17.85%
|
|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Oct 31, 2025 Q3 2025 |
37,955
shares
|
$10.2 Million
7.21% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
36,018
shares
|
$9.7 Million
0.78% of portfolio
|
Q3 2025
Added 9.06%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
34,569
shares
|
$9.31 Million
0.14% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
33,215
shares
|
$8.95 Million
0.12% of portfolio
|
Q3 2025
Reduced 3.3%
|
|
|
Wealth Management Partners, LLC
|
Jan 12, 2026 Q4 2025 |
32,905
shares
|
$8.86 Million
3.05% of portfolio
|
Q4 2025
Reduced 1.56%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
31,919
shares
|
$8.6 Million
0.26% of portfolio
|
Q3 2025
Added 36.9%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
31,800
shares
|
$8.56 Million
0.94% of portfolio
|
Q4 2025
Reduced 1.34%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2025 Q3 2025 |
31,407
shares
|
$8.46 Million
1.78% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
29,795
shares
|
$8.02 Million
0.34% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Bank Hapoalim Bm
|
Oct 29, 2025 Q3 2025 |
29,707
shares
|
$8 Million
1.02% of portfolio
|
Q3 2025
Reduced 23.12%
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
29,050
shares
|
$7.82 Million
4.15% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
28,394
shares
|
$7.65 Million
0.17% of portfolio
|
Q3 2025
Added 5.76%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
28,144
shares
|
$7.58 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Holistic Financial Partners
|
Jan 07, 2026 Q4 2025 |
27,706
shares
|
$7.46 Million
2.84% of portfolio
|
Q4 2025
Added 6.64%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
27,259
shares
|
$7.34 Million
0.04% of portfolio
|
Q3 2025
Added 8.06%
|
|
|
David R. Rahn & Associates Inc.
|
Oct 22, 2025 Q3 2025 |
27,025
shares
|
$7.28 Million
2.03% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
26,475
shares
|
$7.13 Million
1.01% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
26,043
shares
|
$7.01 Million
0.83% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
26,000
shares
|
$7 Million
0.5% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
25,641
shares
|
$6.91 Million
0.48% of portfolio
|
Q3 2025
Reduced 10.62%
|
|