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 |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
5,414
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2025
Added 4.32%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
5,406
shares
|
$1.46 Million
0.28% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
5,222
shares
|
$1.41 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.17%
|
|
|
Pcg Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
5,166
shares
|
$1.39 Million
0.47% of portfolio
|
Q3 2025
Reduced 4.81%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
5,111
shares
|
$1.38 Million
0.01% of portfolio
|
Q4 2025
Reduced 3.07%
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
5,093
shares
|
$1.37 Million
0.32% of portfolio
|
Q2 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
5,056
shares
|
$1.36 Million
0.55% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
5,032
shares
|
$1.36 Million
0.19% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
5,007
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
4,940
shares
|
$1.33 Million
0.08% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 14, 2025 Q3 2025 |
4,929
shares
|
$1.33 Million
0.73% of portfolio
|
Q3 2025
Reduced 4.75%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
4,875
shares
|
$1.31 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
4,868
shares
|
$1.31 Million
0.04% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Unconventional Investor, LLC
|
Nov 06, 2025 Q3 2025 |
4,825
shares
|
$1.3 Million
0.68% of portfolio
|
Q2 2025
Reduced 5.41%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
4,760
shares
|
$1.28 Million
0.17% of portfolio
|
Q3 2025
Reduced 16.93%
|
|
|
Ayalon Insurance Comp Ltd.
|
Jan 12, 2026 Q4 2025 |
4,758
shares
|
$1.28 Million
0.31% of portfolio
|
Q2 2023
Reduced 4.25%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
4,599
shares
|
$1.24 Million
0.02% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
4,514
shares
|
$1.22 Million
0.08% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
4,496
shares
|
$1.21 Million
0.03% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
4,445
shares
|
$1.2 Million
0.16% of portfolio
|
Q2 2025
Reduced 6.72%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
4,434
shares
|
$1.19 Million
0.04% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
4,434
shares
|
$1.19 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
4,403
shares
|
$1.19 Million
0.37% of portfolio
|
Q2 2025
Reduced 64.74%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
4,252
shares
|
$1.15 Million
0.18% of portfolio
|
Q3 2025
Reduced 5.45%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
4,244
shares
|
$1.14 Million
0.54% of portfolio
|
Q4 2023
Reduced 0.26%
|
|