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 76 institutions that hold shares in the stock, with a total of 1.43 Million shares, which have been reported (via 13F filing form) to have a value of $96.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
191,012
shares
|
$13.2 Million
0.42% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Arkansas Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
163,504
shares
|
$11.3 Million
1.68% of portfolio
|
Q1 2025
Added 8.56%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
143,172
shares
|
$9.92 Million
0.02% of portfolio
|
Q1 2025
Added 7.11%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
140,613
shares
|
$9.74 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.86%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
104,554
shares
|
$7.24 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.48%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
75,550
shares
|
$5.23 Million
0.0% of portfolio
|
Q1 2025
Added 7.71%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
45,000
shares
|
$3.12 Million
0.02% of portfolio
|
Q2 2024
Added 28.57%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
39,655
shares
|
$2.75 Million
0.03% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
37,411
shares
|
$2.59 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
29,692
shares
|
$2.06 Million
0.05% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
22,877
shares
|
$1.58 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.79%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
May 12, 2025 Q1 2025 |
22,574
shares
|
$1.56 Million
0.35% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Kendall Capital Management
|
Apr 25, 2025 Q1 2025 |
22,019
shares
|
$1.53 Million
0.42% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Smithbridge Asset Management Inc
|
Apr 16, 2025 Q1 2025 |
20,885
shares
|
$1.45 Million
0.24% of portfolio
|
Q1 2025
Reduced 56.98%
|
|
|
Camelot Portfolios, LLC
|
May 13, 2025 Q1 2025 |
20,093
shares
|
$1.39 Million
0.79% of portfolio
|
Q1 2025
Added 20.45%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
19,457
shares
|
$1.35 Million
0.02% of portfolio
|
Q1 2025
Added 6.71%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Apr 16, 2025 Q1 2025 |
16,021
shares
|
$1.11 Million
0.27% of portfolio
|
Q1 2025
Reduced 17.44%
|
|
|
Envision Financial LLC
Brookfield, WI |
Apr 22, 2025 Q1 2025 |
15,980
shares
|
$1.11 Million
0.75% of portfolio
|
Q1 2025
Reduced 6.5%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
15,427
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
14,579
shares
|
$1.01 Million
0.05% of portfolio
|
Q1 2025
Reduced 60.93%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
14,515
shares
|
$1.01 Million
0.01% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
14,309
shares
|
$991,184
0.0% of portfolio
|
Q1 2025
Reduced 65.12%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
14,100
shares
|
$976,707
0.0% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
12,793
shares
|
$886,171
0.0% of portfolio
|
Q1 2025
Reduced 38.41%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
11,453
shares
|
$793,349
0.0% of portfolio
|
Q1 2025
Added 0.57%
|