Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
315KNew |
$18.1M - $19.8M
|
315K
$20.4M
|
|
|
May 03, 2024
Q1 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
34.3K+ 195.54% |
$1.97M - $2.15M
|
51.8K
$3.35M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.2K+ 252.27% |
$1.39M - $1.52M
|
33.8K
$2.18M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14K+ 184.58% |
$807K - $881K
|
21.6K
$1.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
10.1KNew |
$578K - $631K
|
10.1K
$650K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.29K+ 4.3% |
$419K - $458K
|
177K
$11.4M
|
|
|
May 10, 2024
Q1 2024
|
Kendall Capital Management
|
BUY
|
- |
5.84K+ 36.64% |
$336K - $366K
|
21.8K
$1.41M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
5.29KNew |
$304K - $332K
|
5.29K
$342K
|
|
|
Apr 15, 2024
Q1 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
5.08K+ 5.69% |
$292K - $319K
|
94.3K
$6.1M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5K+ 89.41% |
$288K - $314K
|
10.6K
$685K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.84KNew |
$221K - $241K
|
3.84K
$248K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.25KNew |
$187K - $204K
|
3.25K
$210K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.56K+ 2.38% |
$147K - $161K
|
110K
$7.12M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.44K+ 2.14% |
$141K - $153K
|
117K
$7.54M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.42K+ 1.41% |
$139K - $152K
|
175K
$11.3M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.76K+ 8.65% |
$101K - $110K
|
22.1K
$1.43M
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
1.64K+ 1.61% |
$94.3K - $103K
|
104K
$6.71M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.45K+ 16.89% |
$83.5K - $91.1K
|
10.1K
$650K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.31K+ 1.28% |
$75.3K - $82.2K
|
104K
$6.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
781+ 4.64% |
$44.9K - $49K
|
17.6K
$1.14M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
487+ 2.45% |
$28K - $30.6K
|
20.3K
$1.31M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
341+ 2.12% |
$19.6K - $21.4K
|
16.4K
$1.06M
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
112+ 1.81% |
$6.44K - $7.03K
|
6.3K
$407K
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
50+ 0.59% |
$2.88K - $3.14K
|
8.56K
$553K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
40+ 9.95% |
$2.3K - $2.51K
|
442
$28.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
38+ 0.91% |
$2.19K - $2.39K
|
4.21K
$272K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13New |
$748 - $816
|
13
$840
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.02% |
$57.5 - $62.8
|
6.07K
$392K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3- 1.56% |
$173 - $188
|
189
$12.2K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-52- 2.8% |
$2.99K - $3.26K
|
1.81K
$117K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-54- 23.89% |
$3.11K - $3.39K
|
172
$11.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-83- 2.48% |
$4.77K - $5.21K
|
3.27K
$211K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-104- 3.03% |
$5.98K - $6.53K
|
3.33K
$215K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-133- 8.87% |
$7.65K - $8.35K
|
1.37K
$88.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-159- 1.65% |
$9.14K - $9.98K
|
9.49K
$613K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-165- 61.11% |
$9.49K - $10.4K
|
105
$6.79K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-308- 34.72% |
$17.7K - $19.3K
|
579
$37.4K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-320- 3.99% |
$18.4K - $20.1K
|
7.69K
$497K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-356- 5.29% |
$20.5K - $22.3K
|
6.37K
$412K
|
|
|
May 13, 2024
Q1 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-485- 2.11% |
$27.9K - $30.4K
|
22.5K
$1.45M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-786- 8.45% |
$45.2K - $49.3K
|
8.51K
$550K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.01K- 9.91% |
$58.3K - $63.6K
|
9.22K
$596K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.26K- 10.34% |
$72.4K - $79K
|
10.9K
$706K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.1K- 14.07% |
$121K - $132K
|
12.8K
$827K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.58K- 2.29% |
$148K - $162K
|
110K
$7.12M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.58K- 2.29% |
$148K - $162K
|
110K
$7.12M
|
|
|
Apr 16, 2024
Q1 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-3.77K- 13.58% |
$217K - $237K
|
24K
$1.55M
|
|
|
May 08, 2024
Q1 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-5.38K- 21.95% |
$309K - $338K
|
19.1K
$1.24M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-6.12K- 14.0% |
$352K - $384K
|
37.6K
$2.43M
|