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 80 institutions that hold shares in the stock, with a total of 1.56 Million shares, which have been reported (via 13F filing form) to have a value of $117 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
190,698
shares
|
$14.3 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 24, 2025 Q3 2025 |
175,735
shares
|
$13.2 Million
1.98% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Aug 07, 2025 Q2 2025 |
172,210
shares
|
$12.9 Million
1.16% of portfolio
|
Q2 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
141,811
shares
|
$10.7 Million
0.0% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
135,125
shares
|
$10.2 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
105,012
shares
|
$7.89 Million
0.0% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
77,317
shares
|
$5.81 Million
0.0% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
45,000
shares
|
$3.38 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
42,870
shares
|
$3.22 Million
0.02% of portfolio
|
Q2 2025
Added 8.11%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
38,124
shares
|
$2.87 Million
0.0% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
37,410
shares
|
$2.81 Million
0.06% of portfolio
|
Q2 2025
Added 25.99%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
25,691
shares
|
$1.93 Million
0.0% of portfolio
|
Q2 2025
Added 276.37%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
24,895
shares
|
$1.87 Million
0.0% of portfolio
|
Q2 2025
Added 8.82%
|
|
|
Kendall Capital Management
|
Jul 16, 2025 Q2 2025 |
22,209
shares
|
$1.67 Million
0.44% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Aug 06, 2025 Q2 2025 |
21,952
shares
|
$1.65 Million
0.37% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Camelot Portfolios, LLC
|
Jul 17, 2025 Q2 2025 |
18,104
shares
|
$1.36 Million
0.8% of portfolio
|
Q2 2025
Reduced 9.9%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Oct 21, 2025 Q3 2025 |
15,361
shares
|
$1.15 Million
0.26% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
14,427
shares
|
$1.08 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
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%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
13,600
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
13,025
shares
|
$979,219
0.0% of portfolio
|
Q2 2025
Added 96.37%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
11,119
shares
|
$835,926
0.0% of portfolio
|
Q2 2025
Added 21.43%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
11,054
shares
|
$831,039
0.0% of portfolio
|
Q2 2025
Added 21.29%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
10,885
shares
|
$818,334
0.0% of portfolio
|
Q2 2025
Reduced 4.96%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
10,875
shares
|
$817,582
0.0% of portfolio
|
Q2 2025
Reduced 14.99%
|