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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
72+ 0.82% |
$4.44K - $5.17K
|
8.81K
$636K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
43+ 0.69% |
$2.65K - $3.09K
|
6.3K
$455K
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-27.7K- 56.98% |
$1.71M - $1.99M
|
20.9K
$1.51M
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-3.38K- 17.44% |
$209K - $243K
|
16K
$1.16M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
4.69KNew |
$290K - $337K
|
4.69K
$339K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-233- 3.21% |
$14.6K - $17K
|
7.03K
$507K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
562New |
$35.2K - $41.1K
|
562
$40.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-886- 88.25% |
$55.5K - $64.8K
|
118
$8.51K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
851New |
$53.3K - $62.2K
|
851
$61.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-19- 6.76% |
$1.19K - $1.39K
|
262
$18.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
3.4KNew |
$213K - $249K
|
3.4K
$246K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-72- 41.86% |
$4.51K - $5.26K
|
100
$7.22K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-6- 0.46% |
$376 - $439
|
1.3K
$93.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-108K- 99.98% |
$6.77M - $7.91M
|
19
$1.37K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-67- 1.07% |
$3.92K - $4.51K
|
6.19K
$447K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
910New |
$53.2K - $61.2K
|
910
$65.7K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
90.9K+ 6310.41% |
$5.31M - $6.12M
|
92.4K
$6.66M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
158+ 3.28% |
$9.23K - $10.6K
|
4.97K
$359K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
108+ 1.25% |
$6.31K - $7.27K
|
8.77K
$633K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-350- 4.09% |
$20.5K - $23.6K
|
8.21K
$592K
|
|
| Q2 2024 | |||||||
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.09K+ 54.52% |
$122K - $132K
|
5.94K
$428K
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
7+ 0.12% |
$408 - $441
|
6.08K
$438K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-182- 27.41% |
$10.6K - $11.5K
|
482
$34.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4+ 0.9% |
$233 - $252
|
446
$32.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
550New |
$32.1K - $34.7K
|
550
$39.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
10K+ 28.57% |
$583K - $630K
|
45K
$3.25M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-20- 19.05% |
$1.17K - $1.26K
|
85
$6.13K
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
23+ 2300.0% |
$1.32K - $1.44K
|
24
$1.73K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13New |
$748 - $816
|
13
$938
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
10.1KNew |
$578K - $631K
|
10.1K
$725K
|
|
|
Apr 30, 2024
Q1 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-83- 2.48% |
$4.77K - $5.21K
|
3.27K
$236K
|
|
| Q4 2023 | |||||||
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2.49KNew |
$128K - $156K
|
2.49K
$180K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.71KNew |
$191K - $233K
|
3.71K
$268K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.43KNew |
$177K - $215K
|
3.43K
$248K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.05K- 57.59% |
$260K - $317K
|
3.72K
$268K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.65KNew |
$188K - $229K
|
3.65K
$263K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
8+ 0.2% |
$432 - $484
|
4.03K
$291K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-8.93KClosed |
$483K - $540K
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-425- 99.53% |
$23K - $25.7K
|
2
$144
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
7.78KNew |
$420K - $470K
|
7.78K
$561K
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-204- 5.13% |
$11K - $12.3K
|
3.78K
$272K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
263New |
$14.2K - $15.9K
|
263
$19K
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.57K- 27.63% |
$139K - $155K
|
6.73K
$486K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.49KNew |
$370K - $430K
|
7.49K
$540K
|
|
| Q1 2023 | |||||||
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
616+ 12.85% |
$32K - $37.7K
|
5.41K
$390K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.43K+ 17.1% |
$74K - $87.1K
|
9.76K
$704K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.98K- 45.42% |
$207K - $244K
|
4.79K
$345K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5New |
$260 - $306
|
5
$361
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.28KClosed |
$118K - $140K
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
4.49K+ 89.22% |
$229K - $267K
|
9.52K
$687K
|
|