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 2.22 Million shares, which have been reported (via 13F filing form) to have a value of $155 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
|
$27 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
|
$22 Million
9.04% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
185,700
shares
|
$13 Million
0.42% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
174,129
shares
|
$12.1 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 04, 2024 Q3 2024 |
146,768
shares
|
$10.2 Million
1.45% of portfolio
|
Q3 2024
Added 16.4%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
125,306
shares
|
$8.74 Million
0.0% of portfolio
|
Q2 2024
Added 7.4%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
111,147
shares
|
$7.75 Million
0.0% of portfolio
|
Q2 2024
Added 7.22%
|
|
|
Marquette Asset Management, LLC
|
Oct 08, 2024 Q3 2024 |
108,200
shares
|
$7.55 Million
1.1% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
107,514
shares
|
$7.5 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.32%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
92,374
shares
|
$6.44 Million
0.0% of portfolio
|
Q3 2024
Added 6310.41%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
48,552
shares
|
$3.39 Million
0.54% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
45,000
shares
|
$3.14 Million
0.03% of portfolio
|
Q2 2024
Added 28.57%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
32,044
shares
|
$2.24 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
23,766
shares
|
$1.66 Million
0.0% of portfolio
|
Q2 2024
Added 7.56%
|
|
|
Kendall Capital Management
|
Aug 12, 2024 Q2 2024 |
21,759
shares
|
$1.52 Million
0.44% of portfolio
|
Q1 2024
Added 36.64%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Aug 08, 2024 Q2 2024 |
21,582
shares
|
$1.51 Million
0.37% of portfolio
|
Q2 2024
Reduced 4.1%
|
|
|
Camelot Portfolios, LLC
|
Aug 12, 2024 Q2 2024 |
21,290
shares
|
$1.49 Million
0.71% of portfolio
|
Q2 2024
Added 11.27%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
20,360
shares
|
$1.42 Million
0.0% of portfolio
|
Q2 2024
Added 0.13%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Nov 04, 2024 Q3 2024 |
19,986
shares
|
$1.39 Million
0.34% of portfolio
|
Q3 2024
Reduced 9.52%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
16,783
shares
|
$1.17 Million
0.01% of portfolio
|
Q2 2024
Added 2.27%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
15,919
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
15,432
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.6%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
11,353
shares
|
$791,985
0.0% of portfolio
|
Q2 2024
Added 7.18%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
10,036
shares
|
$700,111
0.1% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
9,426
shares
|
$657,557
0.07% of portfolio
|
Q3 2024
Reduced 0.78%
|