Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
90.9K+ 6310.41% |
$5.31M - $6.12M
|
92.4K
$5.97M
|
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
20.7K+ 16.4% |
$1.21M - $1.39M
|
147K
$9.49M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.07K+ 2.24% |
$238K - $274K
|
186K
$12M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
415+ 0.39% |
$24.3K - $27.9K
|
108K
$6.99M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
158+ 3.28% |
$9.23K - $10.6K
|
4.97K
$321K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
108+ 1.25% |
$6.31K - $7.27K
|
8.77K
$567K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
40+ 0.65% |
$2.34K - $2.69K
|
6.18K
$400K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2+ 0.02% |
$117 - $135
|
10K
$649K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-49- 0.31% |
$2.86K - $3.3K
|
15.9K
$1.03M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-74- 0.78% |
$4.32K - $4.98K
|
9.43K
$609K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-198- 17.31% |
$11.6K - $13.3K
|
946
$61.1K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-350- 4.09% |
$20.5K - $23.6K
|
8.21K
$530K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-553- 10.55% |
$32.3K - $37.2K
|
4.69K
$303K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-564- 1.73% |
$33K - $38K
|
32K
$2.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.27K- 7.6% |
$74.2K - $85.5K
|
15.4K
$998K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-1.59K- 3.17% |
$92.9K - $107K
|
48.6K
$3.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-2.1K- 9.52% |
$123K - $141K
|
20K
$1.29M
|