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 64 institutions that hold shares in the stock, with a total of 2.11 Million shares, which have been reported (via 13F filing form) to have a value of $130 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
387,521
shares
|
$23.9 Million
0.0% of portfolio
|
Q2 2024
Added 7220.0%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Aug 15, 2024 Q2 2024 |
315,172
shares
|
$19.5 Million
9.04% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 31, 2024 Q2 2024 |
181,626
shares
|
$11.2 Million
0.45% of portfolio
|
Q2 2024
Added 2.71%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
174,129
shares
|
$10.7 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
|
Arkansas Financial Group, Inc.
|
Jul 25, 2024 Q2 2024 |
126,087
shares
|
$7.78 Million
1.35% of portfolio
|
Q2 2024
Added 33.66%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
125,306
shares
|
$7.74 Million
0.0% of portfolio
|
Q2 2024
Added 7.4%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
111,147
shares
|
$6.86 Million
0.0% of portfolio
|
Q2 2024
Added 7.22%
|
|
|
Marquette Asset Management, LLC
|
Aug 14, 2024 Q2 2024 |
107,785
shares
|
$6.65 Million
1.1% of portfolio
|
Q2 2024
Added 3.83%
|
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
107,514
shares
|
$6.64 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.29%
|
|
|
Smithbridge Asset Management Inc
|
Jul 19, 2024 Q2 2024 |
50,142
shares
|
$3.1 Million
0.63% of portfolio
|
Q2 2024
Reduced 3.27%
|
|
|
Hb Wealth Management, LLC
|
Jul 26, 2024 Q2 2024 |
45,000
shares
|
$2.78 Million
0.03% of portfolio
|
Q2 2024
Added 28.57%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Aug 09, 2024 Q2 2024 |
32,608
shares
|
$2.01 Million
0.06% of portfolio
|
Q2 2024
Reduced 13.31%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
23,766
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2024
Added 7.56%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jul 16, 2024 Q2 2024 |
22,088
shares
|
$1.36 Million
0.38% of portfolio
|
Q2 2024
Reduced 7.96%
|
|
|
Kendall Capital Management
|
Aug 12, 2024 Q2 2024 |
21,759
shares
|
$1.34 Million
0.44% of portfolio
|
Q1 2024
Added 36.64%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Aug 08, 2024 Q2 2024 |
21,582
shares
|
$1.33 Million
0.37% of portfolio
|
Q2 2024
Reduced 4.1%
|
|
|
Camelot Portfolios, LLC
|
Aug 12, 2024 Q2 2024 |
21,290
shares
|
$1.31 Million
0.71% of portfolio
|
Q2 2024
Added 11.27%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
20,360
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2024
Added 0.13%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
16,783
shares
|
$1.04 Million
0.01% of portfolio
|
Q2 2024
Added 2.27%
|
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
16,702
shares
|
$1.03 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
15,968
shares
|
$985,704
0.0% of portfolio
|
Q2 2024
Reduced 9.25%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
11,353
shares
|
$700,820
0.0% of portfolio
|
Q2 2024
Added 7.18%
|
|
|
Bay Colony Advisory Group, Inc D
|
Jul 24, 2024 Q2 2024 |
10,034
shares
|
$619,398
0.1% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 06, 2024 Q2 2024 |
9,500
shares
|
$586,435
0.06% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
9,288
shares
|
$573,348
0.0% of portfolio
|
Q2 2024
Reduced 27.44%
|