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 |
|---|---|---|---|---|---|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
10,000
shares
|
$751,800
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
9,564
shares
|
$719,021
0.01% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
8,955
shares
|
$673,236
0.05% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,769
shares
|
$659,253
0.0% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
8,205
shares
|
$616,851
0.32% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
8,075
shares
|
$607,078
0.0% of portfolio
|
Q2 2025
Reduced 8.5%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
7,996
shares
|
$601,139
0.05% of portfolio
|
Q2 2025
Added 5.7%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
7,765
shares
|
$583,772
0.04% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
7,003
shares
|
$526,485
0.01% of portfolio
|
Q2 2022
Reduced 0.01%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
6,352
shares
|
$477,543
0.06% of portfolio
|
Q3 2025
Reduced 25.77%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
6,348
shares
|
$477,242
0.06% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
6,194
shares
|
$465,664
0.0% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
5,758
shares
|
$432,886
0.13% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
5,041
shares
|
$378,982
0.0% of portfolio
|
Q2 2025
Reduced 11.3%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,971
shares
|
$373,719
0.0% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
4,912
shares
|
$369,284
0.0% of portfolio
|
Q2 2025
Reduced 17.49%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
4,477
shares
|
$336,580
0.0% of portfolio
|
Q2 2025
Reduced 4.4%
|
|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
4,458
shares
|
$335,152
0.02% of portfolio
|
Q2 2025
Reduced 69.42%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
4,446
shares
|
$334,250
0.03% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
4,024
shares
|
$302,524
0.0% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
3,860
shares
|
$290,194
0.0% of portfolio
|
Q3 2025
Reduced 80.33%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
3,836
shares
|
$288,390
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
3,403
shares
|
$255,837
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,265
shares
|
$245,462
0.0% of portfolio
|
Q2 2025
Reduced 69.44%
|
|
|
Smithbridge Asset Management Inc
|
Jul 29, 2025 Q2 2025 |
2,866
shares
|
$215,465
0.04% of portfolio
|
Q2 2025
Reduced 86.28%
|