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 74 institutions that hold shares in the stock, with a total of 1.49 Million shares, which have been reported (via 13F filing form) to have a value of $91.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
10,387
shares
|
$636,515
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
10,000
shares
|
$612,800
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
9,199
shares
|
$563,714
0.0% of portfolio
|
Q4 2024
Added 97.96%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
9,157
shares
|
$561,140
0.0% of portfolio
|
Q1 2025
Reduced 54.63%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
9,082
shares
|
$556,544
0.0% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
8,809
shares
|
$539,815
0.09% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,769
shares
|
$537,364
0.0% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
8,205
shares
|
$502,802
0.31% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
8,091
shares
|
$495,816
0.05% of portfolio
|
Q4 2024
Reduced 14.16%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
7,627
shares
|
$467,382
0.05% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
7,266
shares
|
$445,260
0.0% of portfolio
|
Q1 2025
Added 8.11%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
7,003
shares
|
$429,143
0.01% of portfolio
|
Q2 2022
Reduced 0.01%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
6,971
shares
|
$427,182
0.04% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
6,826
shares
|
$418,297
0.0% of portfolio
|
Q1 2025
Reduced 81.01%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
6,518
shares
|
$399,423
0.0% of portfolio
|
Q4 2024
Added 21.88%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
6,301
shares
|
$386,125
0.13% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
6,194
shares
|
$379,568
0.0% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
6,188
shares
|
$379,200
0.07% of portfolio
|
Q1 2025
Added 15.3%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
5,953
shares
|
$364,799
0.0% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,971
shares
|
$304,622
0.0% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
4,692
shares
|
$287,525
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
4,683
shares
|
$286,974
0.0% of portfolio
|
Q1 2025
Reduced 15.13%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
4,024
shares
|
$246,590
0.0% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
May 01, 2025 Q1 2025 |
3,588
shares
|
$219,872
0.13% of portfolio
|
Q1 2025
Reduced 13.06%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Apr 23, 2025 Q1 2025 |
3,403
shares
|
$208,535
0.16% of portfolio
|
Q4 2024
New holding
|