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 79 institutions that hold shares in the stock, with a total of 1.53 Million shares, which have been reported (via 13F filing form) to have a value of $113 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
9,706
shares
|
$717,952
0.01% of portfolio
|
Q2 2025
Reduced 6.56%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,769
shares
|
$648,642
0.0% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
8,686
shares
|
$642,503
0.05% of portfolio
|
Q2 2025
Added 24.6%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
8,557
shares
|
$632,961
0.09% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
8,205
shares
|
$606,923
0.32% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
8,075
shares
|
$597,307
0.0% of portfolio
|
Q2 2025
Reduced 8.5%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
7,996
shares
|
$591,464
0.05% of portfolio
|
Q2 2025
Added 5.7%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
7,765
shares
|
$574,377
0.04% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
7,003
shares
|
$518,011
0.01% of portfolio
|
Q2 2022
Reduced 0.01%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
6,633
shares
|
$490,643
0.0% of portfolio
|
Q2 2025
Reduced 8.71%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
6,348
shares
|
$469,561
0.06% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
6,194
shares
|
$458,170
0.0% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
5,735
shares
|
$424,217
0.14% of portfolio
|
Q2 2025
Reduced 8.98%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
5,041
shares
|
$372,882
0.0% of portfolio
|
Q2 2025
Reduced 11.3%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,971
shares
|
$367,704
0.0% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
4,912
shares
|
$363,340
0.0% of portfolio
|
Q2 2025
Reduced 17.49%
|
|
|
Gemmer Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
4,502
shares
|
$333,012
0.03% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
4,477
shares
|
$331,163
0.0% of portfolio
|
Q2 2025
Reduced 4.4%
|
|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
4,458
shares
|
$329,758
0.02% of portfolio
|
Q2 2025
Reduced 69.42%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
4,110
shares
|
$304,016
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
4,024
shares
|
$297,655
0.0% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
3,836
shares
|
$283,748
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Aug 05, 2025 Q2 2025 |
3,403
shares
|
$251,719
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,265
shares
|
$241,512
0.0% of portfolio
|
Q2 2025
Reduced 69.44%
|
|
|
Smithbridge Asset Management Inc
|
Jul 29, 2025 Q2 2025 |
2,866
shares
|
$211,998
0.04% of portfolio
|
Q2 2025
Reduced 86.28%
|