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 |
|---|---|---|---|---|---|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
2,489
shares
|
$184,111
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
2,350
shares
|
$173,829
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
1,980
shares
|
$146,460
0.01% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
1,297
shares
|
$95,939
0.01% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
1,223
shares
|
$90,465
0.0% of portfolio
|
Q1 2025
Added 31.79%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,016
shares
|
$75,153
0.0% of portfolio
|
Q2 2025
Added 916.0%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
910
shares
|
$67,312
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
876
shares
|
$64,797
0.0% of portfolio
|
Q2 2025
Reduced 7.1%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
769
shares
|
$56,882
0.0% of portfolio
|
Q2 2025
Reduced 14.56%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
562
shares
|
$41,571
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
550
shares
|
$40,683
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
482
shares
|
$35,653
0.0% of portfolio
|
Q2 2024
Reduced 27.41%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
457
shares
|
$33,804
0.0% of portfolio
|
Q2 2025
Reduced 6.35%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
446
shares
|
$32,990
0.02% of portfolio
|
Q2 2024
Added 0.9%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
400
shares
|
$29,588
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
261
shares
|
$19,306
0.0% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
255
shares
|
$18,862
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
150
shares
|
$11,095
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
118
shares
|
$8,728
0.0% of portfolio
|
Q4 2024
Reduced 88.25%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
108
shares
|
$7,988
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
103
shares
|
$7,618
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
83
shares
|
$6,139
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
63
shares
|
$4,660
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
58
shares
|
$4,290
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
50
shares
|
$3,698
0.0% of portfolio
|
Q3 2022
New holding
|