Latest Institutional Transactions on First Trust Dow Jones Select M (FDM)
This table provides information on the latest institutional transactions involving First Trust Dow Jones Select M (FDM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.89K+ 28.11% |
$494K - $577K
|
36K
$2.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
38.2KNew |
$2.39M - $2.79M
|
38.2K
$2.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
41KNew |
$2.57M - $3M
|
41K
$2.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-240- 0.97% |
$15K - $17.5K
|
24.5K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-96- 0.46% |
$6.01K - $7.02K
|
20.8K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-39K- 22.6% |
$2.44M - $2.85M
|
134K
$9.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
132+ 7.09% |
$8.26K - $9.65K
|
2K
$138K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
11K+ 314.29% |
$688K - $804K
|
14.5K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.55K+ 97.96% |
$285K - $333K
|
9.2K
$637K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.52K+ 5.02% |
$345K - $403K
|
116K
$8M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-45- 7.76% |
$2.82K - $3.29K
|
535
$37K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-46- 0.5% |
$2.88K - $3.36K
|
9.08K
$629K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
704+ 314.29% |
$44.1K - $51.5K
|
928
$64.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15+ 0.13% |
$939 - $1.1K
|
11.4K
$788K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.1K+ 100.9% |
$634K - $741K
|
20.2K
$1.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-112- 1.45% |
$7.01K - $8.19K
|
7.63K
$528K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
319+ 6.14% |
$20K - $23.3K
|
5.52K
$382K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-41.8K- 37.32% |
$2.61M - $3.05M
|
70.1K
$4.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
2.41K+ 11.68% |
$151K - $176K
|
23.1K
$1.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
37.3KNew |
$2.34M - $2.73M
|
37.3K
$2.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
43.7K+ 35.41% |
$2.74M - $3.19M
|
167K
$11.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.34K- 14.16% |
$83.6K - $97.6K
|
8.09K
$560K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
602+ 17.1% |
$37.7K - $44K
|
4.12K
$285K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-93- 0.58% |
$5.82K - $6.8K
|
15.8K
$1.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-9- 0.94% |
$563 - $658
|
945
$65.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
260+ 1.19% |
$16.3K - $19K
|
22.2K
$1.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
851New |
$53.3K - $62.2K
|
851
$58.9K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-308- 4.92% |
$19.3K - $22.5K
|
5.95K
$412K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-886- 88.25% |
$55.5K - $64.8K
|
118
$8.17K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.3K- 12.94% |
$81.3K - $95K
|
8.74K
$605K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-19- 6.76% |
$1.19K - $1.39K
|
262
$18.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
38.6KNew |
$2.42M - $2.82M
|
38.6K
$2.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.17K+ 21.88% |
$73.2K - $85.5K
|
6.52K
$451K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
37New |
$2.32K - $2.7K
|
37
$2.56K
|
|
|
Feb 04, 2025
Q4 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-311K- 98.69% |
$19.5M - $22.8M
|
4.13K
$286K
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
3.4KNew |
$213K - $249K
|
3.4K
$236K
|
|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-852- 4.86% |
$53.3K - $62.3K
|
16.7K
$1.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-72- 41.86% |
$4.51K - $5.26K
|
100
$6.92K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.31K+ 7.73% |
$81.9K - $95.7K
|
18.2K
$1.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-930- 6.03% |
$58.2K - $68K
|
14.5K
$1M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-360K- 98.53% |
$22.6M - $26.3M
|
5.37K
$372K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-6- 0.46% |
$376 - $439
|
1.3K
$89.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
255New |
$16K - $18.6K
|
255
$17.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
76+ 1.23% |
$4.76K - $5.56K
|
6.26K
$433K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.02K+ 1.09% |
$126K - $147K
|
188K
$13M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.44K+ 25.83% |
$90.1K - $105K
|
7.01K
$485K
|
|
|
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
$2.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
3.84K+ 2.62% |
$240K - $281K
|
151K
$10.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-108K- 99.98% |
$6.77M - $7.91M
|
19
$1.32K
|