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 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
90.9K+ 6310.41% |
$5.31M - $6.12M
|
92.4K
$6.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.1KNew |
$1.64M - $1.89M
|
28.1K
$1.94M
|
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
20.7K+ 16.4% |
$1.21M - $1.39M
|
147K
$10.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.7KNew |
$275K - $316K
|
4.7K
$325K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.27K+ 393.81% |
$249K - $287K
|
5.35K
$370K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.07K+ 2.24% |
$238K - $274K
|
186K
$12.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
3.5KNew |
$205K - $236K
|
3.5K
$242K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.48K+ 2.3% |
$145K - $167K
|
110K
$7.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.02K+ 4.28% |
$59.5K - $68.5K
|
24.8K
$1.71M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
910New |
$53.2K - $61.2K
|
910
$63K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
759+ 8.17% |
$44.4K - $51.1K
|
10K
$695K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
750+ 0.67% |
$43.8K - $50.5K
|
112K
$7.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
508+ 2.5% |
$29.7K - $34.2K
|
20.9K
$1.44M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
415+ 0.39% |
$24.3K - $27.9K
|
108K
$7.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
228+ 0.07% |
$13.3K - $15.3K
|
315K
$21.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
158+ 3.28% |
$9.23K - $10.6K
|
4.97K
$344K
|
|
|
Nov 08, 2024
Q3 2024
|
Kendall Capital Management
|
BUY
|
- |
148+ 0.68% |
$8.65K - $9.96K
|
21.9K
$1.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
141+ 0.84% |
$8.24K - $9.49K
|
16.9K
$1.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
108+ 1.25% |
$6.31K - $7.27K
|
8.77K
$607K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
75+ 0.98% |
$4.38K - $5.05K
|
7.74K
$535K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
40+ 0.65% |
$2.34K - $2.69K
|
6.18K
$428K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
35+ 18.52% |
$2.05K - $2.36K
|
224
$15.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
34+ 0.51% |
$1.99K - $2.29K
|
6.72K
$465K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20+ 0.18% |
$1.17K - $1.35K
|
11.4K
$787K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15+ 0.24% |
$877 - $1.01K
|
6.26K
$433K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5+ 0.27% |
$292 - $336
|
1.86K
$129K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2+ 0.02% |
$117 - $135
|
10K
$694K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
10K+ 28.57% |
$583K - $630K
|
45K
$3.11M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.57KNew |
$325K - $351K
|
5.57K
$385K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.09K+ 54.52% |
$122K - $132K
|
5.94K
$411K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1KNew |
$58.5K - $63.3K
|
1K
$69.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
550New |
$32.1K - $34.7K
|
550
$38K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
22+ 8.49% |
$1.28K - $1.39K
|
281
$19.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
7+ 0.12% |
$408 - $441
|
6.08K
$420K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4+ 0.9% |
$233 - $252
|
446
$30.9K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14K+ 184.58% |
$807K - $881K
|
21.6K
$1.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
10.1KNew |
$578K - $631K
|
10.1K
$695K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
23+ 2300.0% |
$1.32K - $1.44K
|
24
$1.66K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13New |
$748 - $816
|
13
$899
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.71KNew |
$191K - $233K
|
3.71K
$257K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.65KNew |
$188K - $229K
|
3.65K
$253K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.43KNew |
$177K - $215K
|
3.43K
$237K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.4K+ 53.31% |
$175K - $213K
|
9.78K
$676K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2.49KNew |
$128K - $156K
|
2.49K
$172K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
7.78KNew |
$420K - $470K
|
7.78K
$538K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.3KNew |
$70.4K - $78.8K
|
1.3K
$90.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
263New |
$14.2K - $15.9K
|
263
$18.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
8+ 0.2% |
$432 - $484
|
4.03K
$279K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.49KNew |
$370K - $430K
|
7.49K
$518K
|
|