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 73 institutions that hold shares in the stock, with a total of 1.89 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 |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
14,502
shares
|
$917,976
0.01% of portfolio
|
Q4 2024
Reduced 6.03%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
14,500
shares
|
$917,850
0.0% of portfolio
|
Q4 2024
Added 314.29%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
11,388
shares
|
$720,860
0.0% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
9,199
shares
|
$582,296
0.0% of portfolio
|
Q4 2024
Added 97.96%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
9,082
shares
|
$574,890
0.0% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,769
shares
|
$555,077
0.0% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
8,737
shares
|
$553,052
0.09% of portfolio
|
Q4 2024
Reduced 12.94%
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
8,205
shares
|
$519,376
0.32% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
8,091
shares
|
$512,160
0.05% of portfolio
|
Q4 2024
Reduced 14.16%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
7,627
shares
|
$482,789
0.05% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
7,009
shares
|
$443,669
0.04% of portfolio
|
Q4 2024
Added 25.83%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
7,003
shares
|
$443,289
0.01% of portfolio
|
Q2 2022
Reduced 0.01%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
6,721
shares
|
$425,439
0.0% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
6,518
shares
|
$412,589
0.0% of portfolio
|
Q4 2024
Added 21.88%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
6,258
shares
|
$396,131
0.14% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
6,194
shares
|
$392,080
0.0% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
5,948
shares
|
$376,508
0.0% of portfolio
|
Q4 2024
Reduced 4.92%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
5,518
shares
|
$349,289
0.0% of portfolio
|
Q4 2024
Added 6.14%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,971
shares
|
$314,664
0.0% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
4,700
shares
|
$297,510
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Feb 04, 2025 Q4 2024 |
4,127
shares
|
$261,239
0.16% of portfolio
|
Q4 2024
Reduced 98.69%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
4,122
shares
|
$260,922
0.0% of portfolio
|
Q4 2024
Added 17.1%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Feb 03, 2025 Q4 2024 |
3,403
shares
|
$215,409
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
2,489
shares
|
$157,553
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
1,995
shares
|
$126,283
0.01% of portfolio
|
Q4 2024
Added 7.09%
|