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 1.77 Million shares, which have been reported (via 13F filing form) to have a value of $125 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
365,804
shares
|
$25.8 Million
0.07% of portfolio
|
Q4 2024
Reduced 98.53%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
187,715
shares
|
$13.2 Million
0.45% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
172,702
shares
|
$12.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Arkansas Financial Group, Inc.
|
Jan 17, 2025 Q4 2024 |
150,610
shares
|
$10.6 Million
1.67% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
123,421
shares
|
$8.71 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
111,897
shares
|
$7.89 Million
0.0% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
109,990
shares
|
$7.76 Million
0.0% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
48,552
shares
|
$3.43 Million
0.54% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
45,000
shares
|
$3.17 Million
0.03% of portfolio
|
Q2 2024
Added 28.57%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
38,621
shares
|
$2.72 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
31,638
shares
|
$2.23 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
28,063
shares
|
$1.98 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
24,784
shares
|
$1.75 Million
0.0% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Kendall Capital Management
|
Feb 07, 2025 Q4 2024 |
22,167
shares
|
$1.56 Million
0.46% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
20,868
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 14, 2024 Q3 2024 |
20,671
shares
|
$1.46 Million
0.34% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 13, 2025 Q4 2024 |
19,405
shares
|
$1.37 Million
0.36% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
18,233
shares
|
$1.29 Million
0.01% of portfolio
|
Q4 2024
Added 7.73%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jan 13, 2025 Q4 2024 |
17,091
shares
|
$1.21 Million
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Camelot Portfolios, LLC
|
Feb 03, 2025 Q4 2024 |
16,681
shares
|
$1.18 Million
1.17% of portfolio
|
Q4 2024
Reduced 4.86%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
15,826
shares
|
$1.12 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
14,502
shares
|
$1.02 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.03%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
11,373
shares
|
$802,365
0.0% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
10,047
shares
|
$708,815
0.0% of portfolio
|
Q3 2024
Added 8.17%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
9,426
shares
|
$665,004
0.07% of portfolio
|
Q3 2024
Reduced 0.78%
|