13F Insight
DOSSIER · 13F Holders · Q4 2025

FIRST TRUST DOW JONES FUND

21 institutions still hold FIRST TRUST DOW JONES FUND as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33733E306·21 13F holders·last filed Dec 31, 2025
Market cap
—
13F value held
$28M
visible holders
Holders
21
filers reporting
Concentration
51.05%
MARSHALL WACE, LLP #1
top holder share
AI Holders Summary · Q4 2025

21 institutions reported FIRST TRUST DOW JONES FUND in Q4 2025. MARSHALL WACE, LLP leads at 51.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MARSHALL WACE, LLP
CIK 0001318757
$14M53K0.01%Q4 202502
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$4M14K0.00%Q4 202503
Orion Portfolio Solutions, LLC
CIK 0001802647
$3M85K0.01%Q1 202504
COMERICA BANK
CIK 0000901541
$2M8K0.01%Q4 202505
CENTAURUS FINANCIAL, INC.
CIK 0000891943
$2M10K0.07%Q4 202506
SYNOVUS FINANCIAL CORP
CIK 0000018349
$961K3K0.01%Q3 202507
Pinnacle Family Advisors, LLC
CIK 0001679064
$604K2K0.27%Q4 202508
Moloney Securities Asset Management, LLC
CIK 0001697934
$452K2K0.05%Q3 202509
Oak Harvest Investment Services
CIK 0001839430
$450K2K0.04%Q2 202610
Focus Partners Wealth
CIK 0001542153
$308K1K0.00%Q4 202511
Baltimore-Washington Financial Advisors, Inc.
CIK 0001555486
$238K8840.01%Q4 202512
Brio Consultants, LLC
CIK 0001747799
$237K8800.03%Q4 202513
Asset Allocation Strategies LLC
CIK 0001922879
$232K9930.04%Q1 202614
TUCKER ASSET MANAGEMENT LLC
CIK 0001870012
$91K3380.03%Q4 202515
CIBC Private Wealth Group LLC
CIK 0001298088
$70K2600.00%Q4 202516
Centennial Bank/AR/
CIK 0001994744
$48K1800.02%Q4 202517
C M BIDWELL & ASSOCIATES LTD
CIK 0001091860
$27K1000.01%Q4 202518
GPS Wealth Strategies Group, LLC
CIK 0001731837
$13K470.01%Q4 202519
AllSquare Wealth Management LLC
CIK 0001633674
$13K450.01%Q3 202520
Coston, McIsaac & Partners
CIK 0001945037
$6K230.00%Q4 2025
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