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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
11.2K+ 6.83% |
$620K - $800K
|
175K
$12.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
103New |
$5.71K - $7.38K
|
103
$7.43K
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-1.67K- 10.43% |
$92.5K - $119K
|
14.3K
$1.03M
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.4K+ 1178.26% |
$519K - $603K
|
9.11K
$658K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-200- 50.0% |
$12.3K - $14.4K
|
200
$14.4K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11K- 9.48% |
$676K - $787K
|
105K
$7.54M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.67K- 6.79% |
$103K - $120K
|
22.9K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
295+ 31.79% |
$18.2K - $21.2K
|
1.22K
$88.2K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.43K+ 3.73% |
$88.1K - $102K
|
39.7K
$2.86M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.52K- 38.22% |
$217K - $252K
|
5.68K
$410K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.5K+ 7.11% |
$586K - $682K
|
143K
$10.3M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
65+ 0.57% |
$4.01K - $4.67K
|
11.5K
$826K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-168- 2.08% |
$10.4K - $12.1K
|
7.92K
$572K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-257- 2.83% |
$15.9K - $18.5K
|
8.83K
$637K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-400- 2.76% |
$24.7K - $28.7K
|
14.1K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-26.7K- 65.12% |
$1.65M - $1.92M
|
14.3K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.35K- 50.0% |
$145K - $169K
|
2.35K
$170K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
83New |
$5.12K - $5.96K
|
83
$5.99K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-29.1K- 81.01% |
$1.8M - $2.09M
|
6.83K
$492K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-47- 8.79% |
$2.9K - $3.38K
|
488
$35.2K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.7KNew |
$660K - $767K
|
10.7K
$771K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-62- 0.81% |
$3.83K - $4.45K
|
7.57K
$546K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-98- 2.38% |
$6.05K - $7.04K
|
4.02K
$290K
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
3.41K+ 20.45% |
$211K - $245K
|
20.1K
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.41K+ 7.71% |
$334K - $389K
|
75.6K
$5.45M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.21K- 3.13% |
$74.7K - $86.9K
|
37.4K
$2.7M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-7.98K- 38.41% |
$493K - $573K
|
12.8K
$923K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-11K- 54.63% |
$681K - $792K
|
9.16K
$661K
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-511- 2.21% |
$31.5K - $36.7K
|
22.6K
$1.63M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5+ 0.08% |
$309 - $359
|
5.95K
$430K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-22.7K- 60.93% |
$1.4M - $1.63M
|
14.6K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-399- 2.52% |
$24.6K - $28.7K
|
15.4K
$1.11M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.3K+ 1.76% |
$204K - $237K
|
191K
$13.8M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
72+ 3.61% |
$4.44K - $5.17K
|
2.07K
$149K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.22K+ 6.71% |
$75.6K - $87.9K
|
19.5K
$1.4M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-46- 4.86% |
$2.84K - $3.3K
|
900
$64.9K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.95K- 6.15% |
$120K - $140K
|
29.7K
$2.14M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
10KNew |
$617K - $718K
|
10K
$722K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-26.5K- 15.86% |
$1.64M - $1.9M
|
141K
$10.1M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-2- 0.21% |
$123 - $144
|
943
$68K
|
|
|
May 01, 2025
Q1 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-539- 13.06% |
$33.3K - $38.7K
|
3.59K
$259K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-3- 8.11% |
$185 - $215
|
34
$2.45K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10.4KNew |
$641K - $746K
|
10.4K
$749K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-38- 0.54% |
$2.35K - $2.73K
|
6.97K
$503K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
13+ 0.09% |
$802 - $934
|
14.5K
$1.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-835- 15.13% |
$51.5K - $60K
|
4.68K
$338K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
821+ 15.3% |
$50.7K - $59K
|
6.19K
$446K
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
SELL
|
- |
-148- 0.67% |
$9.14K - $10.6K
|
22K
$1.59M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-255- 50.0% |
$15.7K - $18.3K
|
255
$18.4K
|
|