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 81 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 |
|---|---|---|---|---|---|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 15, 2025 Q3 2025 |
2,768
shares
|
$208,098
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
2,489
shares
|
$187,123
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
2,350
shares
|
$176,673
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
2,054
shares
|
$154,419
0.01% of portfolio
|
Q3 2025
Added 3.74%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
1,297
shares
|
$97,508
0.01% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
1,223
shares
|
$91,945
0.0% of portfolio
|
Q1 2025
Added 31.79%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,016
shares
|
$76,382
0.0% of portfolio
|
Q2 2025
Added 916.0%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
910
shares
|
$68,413
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
876
shares
|
$65,857
0.0% of portfolio
|
Q2 2025
Reduced 7.1%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
769
shares
|
$57,813
0.0% of portfolio
|
Q2 2025
Reduced 14.56%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
562
shares
|
$42,251
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
550
shares
|
$41,349
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
500
shares
|
$37,590
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
482
shares
|
$36,236
0.0% of portfolio
|
Q2 2024
Reduced 27.41%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
457
shares
|
$34,357
0.0% of portfolio
|
Q2 2025
Reduced 6.35%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
446
shares
|
$33,530
0.02% of portfolio
|
Q2 2024
Added 0.9%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
400
shares
|
$30,072
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
261
shares
|
$19,621
0.0% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
255
shares
|
$19,170
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
150
shares
|
$11,277
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
118
shares
|
$8,871
0.0% of portfolio
|
Q4 2024
Reduced 88.25%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
108
shares
|
$8,119
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
100
shares
|
$7,518
0.0% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
83
shares
|
$6,239
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
63
shares
|
$4,736
0.0% of portfolio
|
Q4 2020
New holding
|