Purchases and Sales Made in Q4 2024 in First Trust Dow Jones Select M (FDM)
This table provides information about the institutional ownership of First Trust Dow Jones Select M (FDM) during Q4 2024. The information is specifically focused on institutions that hold shares of FIRST TRUST DOW JONES SELECT M.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
360K+ 6229.88% |
$22.5M - $26.3M
|
366K
$25.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
17.1KNew |
$1.07M - $1.25M
|
17.1K
$1.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
3.84K+ 2.62% |
$240K - $281K
|
151K
$10.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
3.4KNew |
$213K - $249K
|
3.4K
$238K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.02K+ 1.09% |
$126K - $147K
|
188K
$13.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.44K+ 25.83% |
$90.1K - $105K
|
7.01K
$490K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.31K+ 7.73% |
$81.9K - $95.7K
|
18.2K
$1.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
255New |
$16K - $18.6K
|
255
$17.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
76+ 1.23% |
$4.76K - $5.56K
|
6.26K
$437K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-6- 0.46% |
$376 - $439
|
1.3K
$90.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-72- 41.86% |
$4.51K - $5.26K
|
100
$6.99K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-406- 1.27% |
$25.4K - $29.7K
|
31.6K
$2.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-581- 2.91% |
$36.4K - $42.5K
|
19.4K
$1.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-852- 4.86% |
$53.3K - $62.3K
|
16.7K
$1.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-930- 6.03% |
$58.2K - $68K
|
14.5K
$1.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-108K- 99.98% |
$6.77M - $7.91M
|
19
$1.33K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-360K- 98.53% |
$22.6M - $26.3M
|
5.37K
$375K
|