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 |
|---|---|---|---|---|---|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
25,365
shares
|
$6.83 Million
0.67% of portfolio
|
Q4 2025
Added 6.45%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
25,004
shares
|
$6.73 Million
0.01% of portfolio
|
Q3 2025
Added 4.34%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
24,528
shares
|
$6.61 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
24,202
shares
|
$6.52 Million
0.05% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
24,115
shares
|
$6.49 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Somerset Trust CO
|
Jan 09, 2026 Q4 2025 |
23,171
shares
|
$6.24 Million
2.04% of portfolio
|
Q4 2025
Reduced 0.73%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Oct 29, 2025 Q3 2025 |
22,222
shares
|
$5.99 Million
4.21% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
21,880
shares
|
$5.89 Million
0.04% of portfolio
|
Q3 2025
Added 16.62%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
21,320
shares
|
$5.74 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
21,252
shares
|
$5.72 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Oct 28, 2025 Q3 2025 |
20,517
shares
|
$5.53 Million
4.93% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
20,416
shares
|
$5.5 Million
2.24% of portfolio
|
Q3 2022
Added 0.7%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
20,163
shares
|
$5.43 Million
0.78% of portfolio
|
Q1 2024
Added 40.28%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
19,933
shares
|
$5.37 Million
1.97% of portfolio
|
Q3 2025
Reduced 4.36%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
19,747
shares
|
$5.32 Million
0.14% of portfolio
|
Q3 2025
Added 70.87%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
18,984
shares
|
$5.11 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
18,928
shares
|
$5.1 Million
0.1% of portfolio
|
Q3 2022
Added 3.83%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
18,515
shares
|
$4.99 Million
0.02% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
18,322
shares
|
$4.93 Million
0.85% of portfolio
|
Q3 2025
Reduced 4.74%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
17,185
shares
|
$4.63 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
17,004
shares
|
$4.58 Million
0.09% of portfolio
|
Q3 2025
Added 12.28%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
16,237
shares
|
$4.37 Million
2.25% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
15,730
shares
|
$4.24 Million
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
15,073
shares
|
$4.06 Million
0.47% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
15,073
shares
|
$4.06 Million
2.47% of portfolio
|
Q3 2025
Reduced 0.6%
|
|