Latest Institutional Transactions on First Trust Dow Jones Select M (FDM)
This table provides information on the latest institutional transactions involving First Trust Dow Jones Select M (FDM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
458+ 0.44% |
$25.4K - $32.8K
|
105K
$7.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.77K+ 2.34% |
$98K - $127K
|
77.3K
$5.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-7.42K- 69.44% |
$412K - $531K
|
3.27K
$242K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.22K+ 8.11% |
$178K - $230K
|
42.9K
$3.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.92K- 14.99% |
$106K - $137K
|
10.9K
$804K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-500- 3.55% |
$27.7K - $35.8K
|
13.6K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.9K+ 276.37% |
$1.05M - $1.35M
|
25.7K
$1.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.96K+ 21.43% |
$109K - $141K
|
11.1K
$822K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.02K+ 8.82% |
$112K - $145K
|
24.9K
$1.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-158- 1.99% |
$8.77K - $11.3K
|
7.77K
$574K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-87- 4.21% |
$4.83K - $6.23K
|
1.98K
$146K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
713+ 1.91% |
$39.6K - $51.1K
|
38.1K
$2.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-750- 8.5% |
$41.6K - $53.7K
|
8.08K
$597K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-642- 11.3% |
$35.6K - $46K
|
5.04K
$373K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-568- 4.96% |
$31.5K - $40.7K
|
10.9K
$805K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.94K+ 21.29% |
$108K - $139K
|
11.1K
$818K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
431+ 5.7% |
$23.9K - $30.9K
|
8K
$591K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-633- 8.71% |
$35.1K - $45.3K
|
6.63K
$491K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.05K- 5.62% |
$446K - $576K
|
135K
$10M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-31- 6.35% |
$1.72K - $2.22K
|
457
$33.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.2K+ 0.85% |
$66.5K - $85.8K
|
142K
$10.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-10.1K- 69.42% |
$562K - $725K
|
4.46K
$330K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1- 0.38% |
$55.5 - $71.6
|
261
$19.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
916+ 916.0% |
$50.8K - $65.6K
|
1.02K
$75.2K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.04K- 17.49% |
$57.8K - $74.6K
|
4.91K
$363K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-67- 7.1% |
$3.72K - $4.8K
|
876
$64.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.84KNew |
$213K - $275K
|
3.84K
$284K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-88- 0.61% |
$4.88K - $6.3K
|
14.4K
$1.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
172KNew |
$9.55M - $12.3M
|
172K
$12.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.19K+ 27.18% |
$233K - $300K
|
19.6K
$1.45M
|
|
|
Aug 06, 2025
Q2 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-622- 2.76% |
$34.5K - $44.6K
|
22K
$1.62M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
160+ 2.59% |
$8.88K - $11.5K
|
6.35K
$470K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
150New |
$8.32K - $10.7K
|
150
$11.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-252- 2.86% |
$14K - $18.1K
|
8.56K
$633K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
58New |
$3.22K - $4.15K
|
58
$4.29K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-206- 4.4% |
$11.4K - $14.8K
|
4.48K
$331K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-314- 0.16% |
$17.4K - $22.5K
|
191K
$14.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-18K- 86.28% |
$1M - $1.29M
|
2.87K
$212K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-131- 14.56% |
$7.27K - $9.38K
|
769
$56.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4.11KNew |
$228K - $294K
|
4.11K
$304K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-681- 6.56% |
$37.8K - $48.8K
|
9.71K
$718K
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-190- 4.05% |
$10.5K - $13.6K
|
4.5K
$333K
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-660- 4.12% |
$36.6K - $47.3K
|
15.4K
$1.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7.72K+ 25.99% |
$428K - $553K
|
37.4K
$2.77M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.72K+ 24.6% |
$95.1K - $123K
|
8.69K
$643K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-566- 8.98% |
$31.4K - $40.5K
|
5.74K
$424K
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.99K- 9.9% |
$110K - $142K
|
18.1K
$1.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
11.2K+ 6.83% |
$620K - $800K
|
175K
$12.9M
|