Latest Institutional Purchases of First Trust Dow Jones Select M (FDM)
This list provides information on the latest institutional transactions involving First Trust Dow Jones Select M (FDM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| 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
$3.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.6K+ 13.13% |
$1.29M - $1.45M
|
160K
$12.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.1KNew |
$971K - $1.09M
|
14.1K
$1.06M
|
|
|
Nov 21, 2025
Q3 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
11.7KNew |
$805K - $908K
|
11.7K
$877K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.6KNew |
$803K - $906K
|
11.6K
$875K
|
|
|
Nov 10, 2025
Q3 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
10.3K+ 6.0% |
$713K - $805K
|
183K
$13.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
2.77KNew |
$191K - $216K
|
2.77K
$208K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.79K+ 16.18% |
$124K - $139K
|
12.8K
$966K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.62K+ 6.32% |
$112K - $126K
|
27.3K
$2.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.52K+ 1.12% |
$105K - $118K
|
137K
$10.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.38K+ 3.23% |
$95.6K - $108K
|
44.3K
$3.33M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
1.15K+ 10.54% |
$79.1K - $89.3K
|
12K
$905K
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
1.06K+ 0.61% |
$73K - $82.3K
|
176K
$13.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
995+ 4.0% |
$68.7K - $77.5K
|
25.9K
$1.95M
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
740+ 7.4% |
$51.1K - $57.6K
|
10.7K
$808K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
626+ 0.33% |
$43.2K - $48.8K
|
191K
$14.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
609+ 0.79% |
$42K - $47.4K
|
77.9K
$5.86M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
500New |
$34.5K - $38.9K
|
500
$37.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
400+ 9.94% |
$27.6K - $31.2K
|
4.42K
$333K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
312New |
$21.5K - $24.3K
|
312
$23.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
277+ 3.46% |
$19.1K - $21.6K
|
8.27K
$623K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
269+ 3.1% |
$18.6K - $21K
|
8.96K
$674K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
250New |
$17.3K - $19.5K
|
250
$18.8K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
230+ 18.81% |
$15.9K - $17.9K
|
1.45K
$109K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
74+ 3.74% |
$5.11K - $5.76K
|
2.05K
$155K
|
|
|
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
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
1New |
$69 - $77.9
|
1
$75.3
|
|
| Q2 2025 | |||||||
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4.11KNew |
$228K - $294K
|
4.11K
$309K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.84KNew |
$213K - $275K
|
3.84K
$289K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
916+ 916.0% |
$50.8K - $65.6K
|
1.02K
$76.5K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
200+ 100.0% |
$11.1K - $14.3K
|
400
$30.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
190+ 0.86% |
$10.5K - $13.6K
|
22.2K
$1.67M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
160+ 2.59% |
$8.88K - $11.5K
|
6.35K
$478K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
150New |
$8.32K - $10.7K
|
150
$11.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
58New |
$3.22K - $4.15K
|
58
$4.36K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.22K+ 6.71% |
$75.6K - $87.9K
|
19.5K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
83New |
$5.12K - $5.96K
|
83
$6.25K
|
|
| Q4 2024 | |||||||
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
3.4KNew |
$213K - $249K
|
3.4K
$256K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
851New |
$53.3K - $62.2K
|
851
$64K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
562New |
$35.2K - $41.1K
|
562
$42.3K
|
|
| Q3 2024 | |||||||
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
90.9K+ 6310.41% |
$5.31M - $6.12M
|
92.4K
$6.95M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
910New |
$53.2K - $61.2K
|
910
$68.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
158+ 3.28% |
$9.23K - $10.6K
|
4.97K
$374K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
108+ 1.25% |
$6.31K - $7.27K
|
8.77K
$660K
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
550New |
$32.1K - $34.7K
|
550
$41.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
7+ 0.12% |
$408 - $441
|
6.08K
$457K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4+ 0.9% |
$233 - $252
|
446
$33.6K
|
|