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 |
|---|---|---|---|---|---|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
8,122
shares
|
$2.19 Million
0.06% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Nov 10, 2025 Q3 2025 |
8,104
shares
|
$2.18 Million
0.7% of portfolio
|
Q3 2025
Added 5.12%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
8,067
shares
|
$2.17 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.85%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 04, 2025 Q3 2025 |
7,924
shares
|
$2.13 Million
0.18% of portfolio
|
Q3 2025
Reduced 19.43%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
7,830
shares
|
$2.11 Million
0.67% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
7,704
shares
|
$2.07 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Jan 13, 2026 Q4 2025 |
7,676
shares
|
$2.07 Million
1.23% of portfolio
|
Q4 2025
Reduced 1.43%
|
|
|
Flaharty Asset Management, LLC
|
Nov 04, 2025 Q3 2025 |
7,495
shares
|
$2.02 Million
0.29% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
7,486
shares
|
$2.02 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.85%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
7,473
shares
|
$2.01 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
7,444
shares
|
$2 Million
0.53% of portfolio
|
Q3 2025
Added 20.28%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
7,387
shares
|
$1.99 Million
0.54% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
7,307
shares
|
$1.97 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
7,290
shares
|
$1.96 Million
0.74% of portfolio
|
Q1 2023
Reduced 3.98%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
7,282
shares
|
$1.96 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Meitav Dash Investments LTD
|
Oct 29, 2025 Q3 2025 |
7,192
shares
|
$1.94 Million
0.03% of portfolio
|
Q3 2025
Reduced 19.63%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
7,067
shares
|
$1.9 Million
0.05% of portfolio
|
Q3 2025
Added 224.62%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Nov 12, 2025 Q3 2025 |
7,059
shares
|
$1.9 Million
0.9% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
1776 Wealth LLC
|
Nov 06, 2025 Q3 2025 |
6,985
shares
|
$1.88 Million
0.78% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
6,905
shares
|
$1.86 Million
0.48% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
6,896
shares
|
$1.86 Million
0.06% of portfolio
|
Q4 2025
Added 69.56%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
6,893
shares
|
$1.86 Million
0.24% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Trade Well Securities, Llc.
Fort Wayne, IN |
Oct 09, 2025 Q3 2025 |
6,892
shares
|
$1.86 Million
0.81% of portfolio
|
Q3 2025
Added 6.19%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Nov 21, 2025 Q3 2025 |
6,841
shares
|
$1.84 Million
0.29% of portfolio
|
Q2 2025
Reduced 4.13%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 19, 2025 Q3 2025 |
6,705
shares
|
$1.81 Million
1.34% of portfolio
|
Q3 2024
Reduced 4.28%
|
|