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 82 institutions that hold shares in the stock, with a total of 1.6 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 |
|---|---|---|---|---|---|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
191,324
shares
|
$14.4 Million
0.41% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Nov 10, 2025 Q3 2025 |
182,544
shares
|
$13.7 Million
1.2% of portfolio
|
Q3 2025
Added 6.0%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 24, 2025 Q3 2025 |
175,735
shares
|
$13.2 Million
1.98% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
160,434
shares
|
$12.1 Million
0.0% of portfolio
|
Q3 2025
Added 13.13%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
136,640
shares
|
$10.3 Million
0.02% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
95,102
shares
|
$7.16 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.44%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
77,926
shares
|
$5.86 Million
0.0% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
45,000
shares
|
$3.39 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
44,254
shares
|
$3.33 Million
0.02% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
37,391
shares
|
$2.81 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
36,365
shares
|
$2.74 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
27,315
shares
|
$2.06 Million
0.0% of portfolio
|
Q3 2025
Added 6.32%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
25,890
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
Kendall Capital Management
|
Nov 13, 2025 Q3 2025 |
22,209
shares
|
$1.67 Million
0.42% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 06, 2025 Q3 2025 |
21,532
shares
|
$1.62 Million
0.35% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Camelot Portfolios, LLC
|
Nov 17, 2025 Q3 2025 |
17,627
shares
|
$1.33 Million
0.8% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Oct 21, 2025 Q3 2025 |
15,361
shares
|
$1.16 Million
0.26% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Envision Financial LLC
Brookfield, WI |
Oct 10, 2025 Q3 2025 |
14,341
shares
|
$1.08 Million
0.62% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
14,058
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
13,600
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
12,843
shares
|
$966,435
0.0% of portfolio
|
Q3 2025
Added 16.18%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
12,021
shares
|
$904,580
0.0% of portfolio
|
Q3 2025
Added 10.54%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
11,802
shares
|
$888,100
0.0% of portfolio
|
Q3 2025
Reduced 18.2%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Nov 21, 2025 Q3 2025 |
11,657
shares
|
$877,189
0.41% of portfolio
|
Q3 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
11,631
shares
|
$875,232
0.0% of portfolio
|
Q3 2025
New holding
|
|