Institutional Ownership First Trust Dow Jones Select M (FDM)
This table provides information about the institutional ownership of First Trust Dow Jones Select M (FDM). We have compiled data on the 70 institutions that hold shares in the stock, with a total of 1.82 Million shares, which have been reported (via 13F filing form) to have a value of $129 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
946
shares
|
$67,175
0.0% of portfolio
|
Q3 2024
Reduced 17.31%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
945
shares
|
$67,104
0.0% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
928
shares
|
$65,897
0.0% of portfolio
|
Q4 2024
Added 314.29%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
910
shares
|
$64,619
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
851
shares
|
$60,429
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
580
shares
|
$41,185
0.0% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
550
shares
|
$39,055
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
482
shares
|
$34,226
0.0% of portfolio
|
Q2 2024
Reduced 27.41%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
446
shares
|
$31,670
0.02% of portfolio
|
Q2 2024
Added 0.9%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
262
shares
|
$18,604
0.0% of portfolio
|
Q4 2024
Reduced 6.76%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
255
shares
|
$18,107
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
200
shares
|
$14,202
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
118
shares
|
$8,379
0.0% of portfolio
|
Q4 2024
Reduced 88.25%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
108
shares
|
$7,669
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
100
shares
|
$7,101
0.0% of portfolio
|
Q4 2024
Reduced 41.86%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
63
shares
|
$4,473
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
50
shares
|
$3,550
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
37
shares
|
$2,627
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Marquette Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
19
shares
|
$1,349
0.0% of portfolio
|
Q4 2024
Reduced 99.98%
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|