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 |
|---|---|---|---|---|---|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
6,697
shares
|
$1.8 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
6,611
shares
|
$1.78 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
6,402
shares
|
$1.72 Million
0.1% of portfolio
|
Q4 2025
Reduced 2.69%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
6,355
shares
|
$1.71 Million
0.1% of portfolio
|
Q4 2025
Reduced 0.55%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
6,332
shares
|
$1.71 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
6,312
shares
|
$1.7 Million
0.12% of portfolio
|
Q3 2025
Added 29.24%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 06, 2026 Q4 2025 |
6,265
shares
|
$1.69 Million
0.58% of portfolio
|
Q4 2025
Added 2.45%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
6,111
shares
|
$1.65 Million
0.02% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 28, 2025 Q3 2025 |
6,071
shares
|
$1.64 Million
0.76% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
6,067
shares
|
$1.63 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
6,024
shares
|
$1.62 Million
0.0% of portfolio
|
Q3 2025
Reduced 42.56%
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
6,014
shares
|
$1.62 Million
0.77% of portfolio
|
Q3 2025
Reduced 11.32%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
5,819
shares
|
$1.57 Million
0.04% of portfolio
|
Q3 2025
Added 3.49%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
5,738
shares
|
$1.55 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
5,692
shares
|
$1.53 Million
0.58% of portfolio
|
Q3 2025
Reduced 6.69%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
5,615
shares
|
$1.51 Million
0.08% of portfolio
|
Q4 2024
Reduced 9.6%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
5,592
shares
|
$1.51 Million
0.12% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
5,561
shares
|
$1.5 Million
0.01% of portfolio
|
Q4 2025
Added 0.76%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
5,526
shares
|
$1.49 Million
0.74% of portfolio
|
Q2 2023
Reduced 9.5%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
5,517
shares
|
$1.49 Million
0.15% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Lyell Wealth Management, LP
|
Nov 06, 2025 Q3 2025 |
5,506
shares
|
$1.48 Million
0.12% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Defined Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
5,458
shares
|
$1.47 Million
0.93% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Hfg Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
5,425
shares
|
$1.46 Million
1.17% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
5,418
shares
|
$1.46 Million
0.61% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
5,418
shares
|
$1.46 Million
0.4% of portfolio
|
Q1 2024
Reduced 0.04%
|
|