Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
45KNew |
$3.11M - $3.51M
|
45K
$3.38M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
2.77KNew |
$191K - $216K
|
2.77K
$208K
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
1.06K+ 0.61% |
$73K - $82.3K
|
176K
$13.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
500New |
$34.5K - $38.9K
|
500
$37.6K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
269+ 3.1% |
$18.6K - $21K
|
8.96K
$673K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
74+ 3.74% |
$5.11K - $5.76K
|
2.05K
$154K
|
|
|
Oct 10, 2025
Q3 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
28+ 0.2% |
$1.93K - $2.18K
|
14.3K
$1.08M
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
23+ 0.4% |
$1.59K - $1.79K
|
5.76K
$433K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 2.91% |
$207 - $234
|
100
$7.52K
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-56- 1.24% |
$3.87K - $4.36K
|
4.45K
$334K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-142- 1.46% |
$9.8K - $11.1K
|
9.56K
$719K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2.21K- 25.77% |
$152K - $172K
|
6.35K
$478K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.8K- 80.33% |
$1.09M - $1.23M
|
3.86K
$290K
|