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 2.11 Million shares, which have been reported (via 13F filing form) to have a value of $129 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
588
shares
|
$36,691
0.0% of portfolio
|
Q2 2024
Added 1.55%
|
|
Rothschild Investment LLC
Chicago, IL |
Jul 30, 2024 Q2 2024 |
550
shares
|
$34,320
0.0% of portfolio
|
Q2 2024
New holding
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
482
shares
|
$30,076
0.0% of portfolio
|
Q2 2024
Reduced 27.41%
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
446
shares
|
$27,830
0.02% of portfolio
|
Q2 2024
Added 0.9%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
281
shares
|
$17,534
0.0% of portfolio
|
Q2 2024
Added 8.49%
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
200
shares
|
$12,480
0.0% of portfolio
|
Q4 2022
New holding
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
189
shares
|
$11,793
0.0% of portfolio
|
Q1 2024
Reduced 1.56%
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
172
shares
|
$10,732
0.0% of portfolio
|
Q1 2024
Reduced 23.89%
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2024 Q2 2024 |
108
shares
|
$6,739
0.0% of portfolio
|
Q2 2020
New holding
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jul 17, 2024 Q2 2024 |
85
shares
|
$5,304
0.0% of portfolio
|
Q2 2024
Reduced 19.05%
|
|
Key F Inancial Inc
|
Jul 29, 2024 Q2 2024 |
63
shares
|
$3,931
0.0% of portfolio
|
Q4 2020
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
50
shares
|
$3,120
0.0% of portfolio
|
Q3 2022
New holding
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|