DOSSIER · 13F Holders · Q4 2025

FIRST TRUST DOW JONES FUND

7 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 33733E306·7 13F holders·last filed Dec 31, 2025
Market cap
—
13F value held
$5M
visible holders
Holders
7
filers reporting
Concentration
41.24%
COMERICA BANK #1
top holder share
AI Holders Summary · Q4 2025

7 institutions reported FIRST TRUST DOW JONES FUND in Q4 2025. COMERICA BANK leads at 41.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
COMERICA BANK
CIK 0000901541
$2M8K0.01%Q4 2025
02
CENTAURUS FINANCIAL, INC.
CIK 0000891943
$2M10K0.07%Q4 2025
03
SYNOVUS FINANCIAL CORP
CIK 0000018349
$961K3K0.01%Q3 2025
04
Moloney Securities Asset Management, LLC
CIK 0001697934
$452K2K0.05%Q3 2025
05
CIBC Private Wealth Group LLC
CIK 0001298088
$70K2600.00%Q4 2025
06
GPS Wealth Strategies Group, LLC
CIK 0001731837
$13K470.01%Q4 2025
07
AllSquare Wealth Management LLC
CIK 0001633674
$13K450.01%Q3 2025