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 82 institutions that hold shares in the stock, with a total of 1.6 Million shares, which have been reported (via 13F filing form) to have a value of $120 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
2,489
shares
|
$187,297
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
2,350
shares
|
$176,837
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
2,054
shares
|
$154,563
0.01% of portfolio
|
Q3 2025
Added 3.74%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
1,453
shares
|
$109,338
0.0% of portfolio
|
Q3 2025
Added 18.81%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
1,297
shares
|
$97,599
0.01% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,016
shares
|
$76,454
0.0% of portfolio
|
Q2 2025
Added 916.0%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
910
shares
|
$68,477
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
769
shares
|
$57,867
0.0% of portfolio
|
Q2 2025
Reduced 14.56%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
550
shares
|
$41,387
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
500
shares
|
$37,625
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
446
shares
|
$33,561
0.02% of portfolio
|
Q2 2024
Added 0.9%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
400
shares
|
$30,100
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
395
shares
|
$29,723
0.0% of portfolio
|
Q3 2025
Reduced 13.57%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
323
shares
|
$24,305
0.0% of portfolio
|
Q3 2025
Reduced 63.13%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
312
shares
|
$23,478
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
261
shares
|
$19,640
0.0% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
255
shares
|
$19,188
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
250
shares
|
$18,812
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
150
shares
|
$11,287
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
118
shares
|
$8,879
0.0% of portfolio
|
Q4 2024
Reduced 88.25%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
108
shares
|
$8,127
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
100
shares
|
$7,525
0.0% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
83
shares
|
$6,245
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
82
shares
|
$6,170
0.0% of portfolio
|
Q3 2025
Reduced 82.99%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
63
shares
|
$4,740
0.0% of portfolio
|
Q4 2020
New holding
|
|