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 642 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 |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
10,923
shares
|
$2.94 Million
0.11% of portfolio
|
Q3 2025
Reduced 7.49%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
10,829
shares
|
$2.92 Million
0.09% of portfolio
|
Q3 2025
Added 28.49%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
10,761
shares
|
$2.9 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
10,541
shares
|
$2.84 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
10,357
shares
|
$2.79 Million
0.39% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
10,178
shares
|
$2.74 Million
0.02% of portfolio
|
Q3 2025
Added 95.73%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
10,146
shares
|
$2.73 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 05, 2026 Q4 2025 |
10,010
shares
|
$2.7 Million
0.04% of portfolio
|
Q2 2025
Reduced 18.43%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
9,914
shares
|
$2.67 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
9,808
shares
|
$2.64 Million
0.0% of portfolio
|
Q4 2025
Added 16.4%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jan 14, 2026 Q4 2025 |
9,801
shares
|
$2.64 Million
0.59% of portfolio
|
Q4 2025
Reduced 6.78%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
9,663
shares
|
$2.6 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
9,595
shares
|
$2.58 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
9,447
shares
|
$2.54 Million
0.86% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
9,297
shares
|
$2.5 Million
0.0% of portfolio
|
Q3 2025
Added 5.07%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
9,183
shares
|
$2.47 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
9,124
shares
|
$2.46 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Concentrum Wealth Management
|
Nov 10, 2025 Q3 2025 |
8,874
shares
|
$2.39 Million
0.72% of portfolio
|
Q3 2025
Added 47.26%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
8,724
shares
|
$2.35 Million
0.69% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
8,576
shares
|
$2.31 Million
0.23% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
8,529
shares
|
$2.3 Million
0.06% of portfolio
|
Q2 2025
Reduced 15.83%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
8,312
shares
|
$2.24 Million
0.8% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 14, 2025 Q3 2025 |
8,242
shares
|
$2.22 Million
0.77% of portfolio
|
Q3 2025
Reduced 6.55%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
8,223
shares
|
$2.21 Million
0.37% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
8,159
shares
|
$2.2 Million
0.23% of portfolio
|
Q3 2025
Reduced 6.67%
|
|