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 04, 2025
Q4 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-311K- 98.69% |
$19.5M - $22.8M
|
4.13K
$289K
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
3.4KNew |
$213K - $249K
|
3.4K
$239K
|
|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-852- 4.86% |
$53.3K - $62.3K
|
16.7K
$1.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-72- 41.86% |
$4.51K - $5.26K
|
100
$7.01K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.31K+ 7.73% |
$81.9K - $95.7K
|
18.2K
$1.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-6- 0.46% |
$376 - $439
|
1.3K
$91K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-930- 6.03% |
$58.2K - $68K
|
14.5K
$1.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-360K- 98.53% |
$22.6M - $26.3M
|
5.37K
$376K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
76+ 1.23% |
$4.76K - $5.56K
|
6.26K
$439K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
255New |
$16K - $18.6K
|
255
$17.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.02K+ 1.09% |
$126K - $147K
|
188K
$13.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.44K+ 25.83% |
$90.1K - $105K
|
7.01K
$492K
|
|
|
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
$2.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
3.84K+ 2.62% |
$240K - $281K
|
151K
$10.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-108K- 99.98% |
$6.77M - $7.91M
|
19
$1.33K
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
17.1KNew |
$1.07M - $1.25M
|
17.1K
$1.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-581- 2.91% |
$36.4K - $42.5K
|
19.4K
$1.36M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-292- 5.91% |
$17.1K - $19.6K
|
4.65K
$326K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
508+ 2.5% |
$29.7K - $34.2K
|
20.9K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15+ 0.24% |
$877 - $1.01K
|
6.26K
$439K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
35+ 18.52% |
$2.05K - $2.36K
|
224
$15.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-911- 4.22% |
$53.2K - $61.3K
|
20.7K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
3.5KNew |
$205K - $236K
|
3.5K
$245K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
759+ 8.17% |
$44.4K - $51.1K
|
10K
$705K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.02K+ 4.28% |
$59.5K - $68.5K
|
24.8K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-8- 1.36% |
$468 - $538
|
580
$40.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.1KNew |
$1.64M - $1.89M
|
28.1K
$1.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-67- 1.07% |
$3.92K - $4.51K
|
6.19K
$434K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.48K+ 2.3% |
$145K - $167K
|
110K
$7.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.7KNew |
$275K - $316K
|
4.7K
$330K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20+ 0.18% |
$1.17K - $1.35K
|
11.4K
$798K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-150- 4.09% |
$8.77K - $10.1K
|
3.52K
$247K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
750+ 0.67% |
$43.8K - $50.5K
|
112K
$7.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
34+ 0.51% |
$1.99K - $2.29K
|
6.72K
$471K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.43K- 0.82% |
$83.4K - $96K
|
173K
$12.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-149- 1.61% |
$8.71K - $10K
|
9.13K
$640K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-424- 30.77% |
$24.8K - $28.5K
|
954
$66.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
75+ 0.98% |
$4.38K - $5.05K
|
7.74K
$543K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.27K+ 393.81% |
$249K - $287K
|
5.35K
$375K
|
|
|
Nov 08, 2024
Q3 2024
|
Kendall Capital Management
|
BUY
|
- |
148+ 0.68% |
$8.65K - $9.96K
|
21.9K
$1.54M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5+ 0.27% |
$292 - $336
|
1.86K
$131K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.89K- 1.5% |
$110K - $127K
|
123K
$8.66M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
910New |
$53.2K - $61.2K
|
910
$63.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.95K- 27.28% |
$114K - $131K
|
5.2K
$365K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-198- 17.31% |
$11.6K - $13.3K
|
946
$66.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-1.59K- 3.17% |
$92.9K - $107K
|
48.6K
$3.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2+ 0.02% |
$117 - $135
|
10K
$704K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-553- 10.55% |
$32.3K - $37.2K
|
4.69K
$329K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
90.9K+ 6310.41% |
$5.31M - $6.12M
|
92.4K
$6.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
108+ 1.25% |
$6.31K - $7.27K
|
8.77K
$615K
|
|