Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
382K+ 7220.0% |
$22.3M - $24.1M
|
388K
$25M
|
|
|
Jul 25, 2024
Q2 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
31.8K+ 33.66% |
$1.85M - $2M
|
126K
$8.15M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
16.7KNew |
$974K - $1.05M
|
16.7K
$1.08M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
10K+ 28.57% |
$583K - $630K
|
45K
$2.91M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.63K+ 7.4% |
$503K - $544K
|
125K
$8.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.48K+ 7.22% |
$436K - $472K
|
111K
$7.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.95K+ 178.59% |
$347K - $375K
|
9.28K
$600K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.57KNew |
$325K - $351K
|
5.57K
$360K
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
5.24KNew |
$306K - $330K
|
5.24K
$339K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.8K+ 2.71% |
$280K - $302K
|
182K
$11.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
3.98K+ 3.83% |
$232K - $251K
|
108K
$6.97M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
2.16K+ 11.27% |
$126K - $136K
|
21.3K
$1.38M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.09K+ 54.52% |
$122K - $132K
|
5.94K
$384K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.86KNew |
$108K - $117K
|
1.86K
$120K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.67K+ 7.56% |
$97.4K - $105K
|
23.8K
$1.54M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.44KNew |
$84K - $90.8K
|
1.44K
$93.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.08KNew |
$63.1K - $68.3K
|
1.08K
$70K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1KNew |
$58.5K - $63.3K
|
1K
$64.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
761+ 7.18% |
$44.4K - $48K
|
11.4K
$734K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
602+ 14.3% |
$35.1K - $38K
|
4.81K
$311K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
550New |
$32.1K - $34.7K
|
550
$35.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
419+ 12.89% |
$24.4K - $26.4K
|
3.67K
$237K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
372+ 2.27% |
$21.7K - $23.5K
|
16.8K
$1.08M
|
|
|
Aug 15, 2024
Q2 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
157+ 0.05% |
$9.15K - $9.9K
|
315K
$20.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
27+ 0.13% |
$1.57K - $1.7K
|
20.4K
$1.32M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
22+ 8.49% |
$1.28K - $1.39K
|
281
$18.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
11+ 0.8% |
$641 - $693
|
1.38K
$89.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
11+ 0.12% |
$641 - $693
|
9.5K
$614K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
9+ 1.55% |
$525 - $567
|
588
$38K
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
7+ 0.12% |
$408 - $441
|
6.08K
$393K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4+ 0.9% |
$233 - $252
|
446
$28.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-16- 0.16% |
$933 - $1.01K
|
10K
$649K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-20- 19.05% |
$1.17K - $1.26K
|
85
$5.49K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-30- 0.39% |
$1.75K - $1.89K
|
7.66K
$495K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-45- 3.78% |
$2.62K - $2.84K
|
1.14K
$73.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-73- 1.15% |
$4.26K - $4.6K
|
6.26K
$405K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-130- 2.04% |
$7.58K - $8.2K
|
6.24K
$403K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-157- 2.49% |
$9.15K - $9.9K
|
6.14K
$397K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-182- 27.41% |
$10.6K - $11.5K
|
482
$31.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-398- 0.23% |
$23.2K - $25.1K
|
174K
$11.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-555- 6.02% |
$32.4K - $35K
|
8.66K
$560K
|
|
|
Aug 08, 2024
Q2 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-923- 4.1% |
$53.8K - $58.2K
|
21.6K
$1.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.37K- 16.03% |
$79.6K - $86K
|
7.15K
$462K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.63K- 9.25% |
$94.9K - $103K
|
16K
$1.03M
|
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-1.7K- 3.27% |
$98.9K - $107K
|
50.1K
$3.24M
|
|
|
Jul 16, 2024
Q2 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.91K- 7.96% |
$111K - $120K
|
22.1K
$1.43M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.56K- 2.32% |
$149K - $161K
|
108K
$6.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.56K- 2.32% |
$149K - $161K
|
108K
$6.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.51K- 27.44% |
$205K - $221K
|
9.29K
$600K
|