Purchases and Sales Made in Q1 2025 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 2025. 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 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
12.9K+ 8.56% |
$796K - $926K
|
164K
$11.1M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.7KNew |
$660K - $767K
|
10.7K
$725K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10.4KNew |
$641K - $746K
|
10.4K
$704K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
10KNew |
$617K - $718K
|
10K
$678K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.5K+ 7.11% |
$586K - $682K
|
143K
$9.71M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.4K+ 1178.26% |
$519K - $603K
|
9.11K
$618K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.41K+ 7.71% |
$334K - $389K
|
75.6K
$5.12M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
4.69KNew |
$290K - $337K
|
4.69K
$318K
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
3.41K+ 20.45% |
$211K - $245K
|
20.1K
$1.36M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.3K+ 1.76% |
$204K - $237K
|
191K
$13M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.43K+ 3.73% |
$88.1K - $102K
|
39.7K
$2.69M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.22K+ 6.71% |
$75.6K - $87.9K
|
19.5K
$1.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
821+ 15.3% |
$50.7K - $59K
|
6.19K
$420K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
545+ 8.11% |
$33.6K - $39.1K
|
7.27K
$493K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
295+ 31.79% |
$18.2K - $21.2K
|
1.22K
$82.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
255+ 100.0% |
$15.7K - $18.3K
|
510
$34.6K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
200+ 100.0% |
$12.3K - $14.4K
|
400
$27.1K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
83New |
$5.12K - $5.96K
|
83
$5.63K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
72+ 0.82% |
$4.44K - $5.17K
|
8.81K
$597K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
72+ 3.61% |
$4.44K - $5.17K
|
2.07K
$140K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
65+ 0.57% |
$4.01K - $4.67K
|
11.5K
$777K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
43+ 0.69% |
$2.65K - $3.09K
|
6.3K
$427K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
13+ 0.09% |
$802 - $934
|
14.5K
$984K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5+ 0.08% |
$309 - $359
|
5.95K
$404K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-2- 0.21% |
$123 - $144
|
943
$64K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-3- 8.11% |
$185 - $215
|
34
$2.31K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-38- 0.54% |
$2.35K - $2.73K
|
6.97K
$473K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-46- 4.86% |
$2.84K - $3.3K
|
900
$61K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-47- 8.79% |
$2.9K - $3.38K
|
488
$33.1K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-62- 0.81% |
$3.83K - $4.45K
|
7.57K
$513K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-98- 2.38% |
$6.05K - $7.04K
|
4.02K
$273K
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
SELL
|
- |
-148- 0.67% |
$9.14K - $10.6K
|
22K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-168- 2.08% |
$10.4K - $12.1K
|
7.92K
$537K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-200- 50.0% |
$12.3K - $14.4K
|
200
$13.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-255- 50.0% |
$15.7K - $18.3K
|
255
$17.3K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-257- 2.83% |
$15.9K - $18.5K
|
8.83K
$599K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-399- 2.52% |
$24.6K - $28.7K
|
15.4K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-400- 2.76% |
$24.7K - $28.7K
|
14.1K
$956K
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-511- 2.21% |
$31.5K - $36.7K
|
22.6K
$1.53M
|
|
|
May 01, 2025
Q1 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-539- 13.06% |
$33.3K - $38.7K
|
3.59K
$243K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-835- 15.13% |
$51.5K - $60K
|
4.68K
$318K
|
|
|
Apr 22, 2025
Q1 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-1.11K- 6.5% |
$68.6K - $79.8K
|
16K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.21K- 3.13% |
$74.7K - $86.9K
|
37.4K
$2.54M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.67K- 6.79% |
$103K - $120K
|
22.9K
$1.55M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.95K- 6.15% |
$120K - $140K
|
29.7K
$2.01M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.35K- 50.0% |
$145K - $169K
|
2.35K
$159K
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-3.38K- 17.44% |
$209K - $243K
|
16K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.52K- 38.22% |
$217K - $252K
|
5.68K
$385K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-5.81K- 89.06% |
$358K - $417K
|
713
$48.4K
|