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 618 institutions that hold shares in the stock, with a total of 17.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
7,160
shares
|
$1.64 Million
0.57% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
7,064
shares
|
$1.62 Million
0.17% of portfolio
|
Q4 2024
Reduced 3.25%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
6,903
shares
|
$1.58 Million
0.23% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
1776 Wealth LLC
|
Feb 10, 2025 Q4 2024 |
6,892
shares
|
$1.58 Million
0.74% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
6,705
shares
|
$1.54 Million
1.17% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
6,652
shares
|
$1.52 Million
0.1% of portfolio
|
Q1 2025
Reduced 6.22%
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
6,615
shares
|
$1.52 Million
0.75% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Feb 12, 2025 Q4 2024 |
6,585
shares
|
$1.51 Million
0.25% of portfolio
|
Q2 2024
New holding
|
|
|
Tru Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
6,390
shares
|
$1.46 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Apr 11, 2025 Q4 2024 |
6,369
shares
|
$1.46 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Feb 12, 2025 Q4 2024 |
6,189
shares
|
$1.42 Million
0.76% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Apr 10, 2025 Q1 2025 |
6,109
shares
|
$1.4 Million
0.62% of portfolio
|
Q1 2025
Reduced 43.49%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
6,108
shares
|
$1.4 Million
0.15% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
5,975
shares
|
$1.37 Million
0.0% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
5,923
shares
|
$1.36 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
5,919
shares
|
$1.36 Million
0.56% of portfolio
|
Q1 2025
Added 13.5%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
5,845
shares
|
$1.34 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Defined Wealth Management, LLC
|
Apr 16, 2025 Q1 2025 |
5,805
shares
|
$1.33 Million
0.9% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Concentrum Wealth Management
|
Feb 13, 2025 Q4 2024 |
5,740
shares
|
$1.32 Million
0.49% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
5,738
shares
|
$1.32 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
5,693
shares
|
$1.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
5,661
shares
|
$1.3 Million
0.2% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
5,646
shares
|
$1.29 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
5,623
shares
|
$1.29 Million
0.05% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
5,615
shares
|
$1.29 Million
0.08% of portfolio
|
Q4 2024
Reduced 9.6%
|