Purchases and Sales Made in Q1 2022 in First Trust Dow Jones Select M (FDM)
This table provides information about the institutional ownership of First Trust Dow Jones Select M (FDM) during Q1 2022. The information is specifically focused on institutions that hold shares of FIRST TRUST DOW JONES SELECT M.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.02K- 88.87% |
$118K - $131K
|
253
$16.4K
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.62K- 11.55% |
$153K - $170K
|
20.1K
$1.3M
|
|
|
Apr 25, 2022
Q1 2022
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-3.13KClosed |
$183K - $203K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.41KClosed |
$199K - $221K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.41K- 28.37% |
$199K - $221K
|
8.61K
$556K
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.79K- 32.22% |
$221K - $246K
|
7.97K
$515K
|
|
|
Apr 20, 2022
Q1 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-4.04K- 11.12% |
$236K - $262K
|
32.3K
$2.09M
|
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-4.11K- 50.12% |
$240K - $267K
|
4.09K
$265K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.23K- 24.35% |
$247K - $275K
|
13.2K
$850K
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-7.25K- 5.8% |
$423K - $471K
|
118K
$7.61M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-9.57K- 23.36% |
$559K - $622K
|
31.4K
$2.03M
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-27.2K- 63.24% |
$1.59M - $1.77M
|
15.8K
$1.02M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-30.5K- 22.58% |
$1.78M - $1.98M
|
105K
$6.77M
|
|
|
Apr 21, 2022
Q1 2022
|
Naviter Wealth, LLC
|
SELL
|
- |
-36.4KClosed |
$2.13M - $2.36M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-41K- 61.1% |
$2.4M - $2.67M
|
26.1K
$1.69M
|
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-102KClosed |
$5.94M - $6.6M
|
0
$0
|