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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
172KNew |
$9.55M - $12.3M
|
172K
$13.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.9K+ 276.37% |
$1.05M - $1.35M
|
25.7K
$1.96M
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
11.2K+ 6.83% |
$620K - $800K
|
175K
$13.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7.72K+ 25.99% |
$428K - $553K
|
37.4K
$2.85M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.39K+ 96.37% |
$355K - $458K
|
13K
$993K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.19K+ 27.18% |
$233K - $300K
|
19.6K
$1.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4.11KNew |
$228K - $294K
|
4.11K
$313K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.84KNew |
$213K - $275K
|
3.84K
$292K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.22K+ 8.11% |
$178K - $230K
|
42.9K
$3.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.02K+ 8.82% |
$112K - $145K
|
24.9K
$1.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.96K+ 21.43% |
$109K - $141K
|
11.1K
$848K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.94K+ 21.29% |
$108K - $139K
|
11.1K
$843K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.77K+ 2.34% |
$98K - $127K
|
77.3K
$5.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.72K+ 24.6% |
$95.1K - $123K
|
8.69K
$662K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.2K+ 0.85% |
$66.5K - $85.8K
|
142K
$10.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
916+ 916.0% |
$50.8K - $65.6K
|
1.02K
$77.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
713+ 1.91% |
$39.6K - $51.1K
|
38.1K
$2.91M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
458+ 0.44% |
$25.4K - $32.8K
|
105K
$8.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
431+ 5.7% |
$23.9K - $30.9K
|
8K
$610K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
200+ 100.0% |
$11.1K - $14.3K
|
400
$30.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
190+ 0.86% |
$10.5K - $13.6K
|
22.2K
$1.69M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
160+ 2.59% |
$8.88K - $11.5K
|
6.35K
$484K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
150New |
$8.32K - $10.7K
|
150
$11.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
103New |
$5.71K - $7.38K
|
103
$7.85K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
58New |
$3.22K - $4.15K
|
58
$4.42K
|
|
|
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 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
10KNew |
$617K - $718K
|
10K
$763K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.22K+ 6.71% |
$75.6K - $87.9K
|
19.5K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
295+ 31.79% |
$18.2K - $21.2K
|
1.22K
$93.3K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
83New |
$5.12K - $5.96K
|
83
$6.33K
|
|
| Q4 2024 | |||||||
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
3.4KNew |
$213K - $249K
|
3.4K
$259K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
851New |
$53.3K - $62.2K
|
851
$64.9K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
562New |
$35.2K - $41.1K
|
562
$42.9K
|
|
| 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
$7.04M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
910New |
$53.2K - $61.2K
|
910
$69.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
158+ 3.28% |
$9.23K - $10.6K
|
4.97K
$379K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
108+ 1.25% |
$6.31K - $7.27K
|
8.77K
$669K
|
|
| Q2 2024 | |||||||
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
10K+ 28.57% |
$583K - $630K
|
45K
$3.43M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.09K+ 54.52% |
$122K - $132K
|
5.94K
$453K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
550New |
$32.1K - $34.7K
|
550
$41.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
7+ 0.12% |
$408 - $441
|
6.08K
$463K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4+ 0.9% |
$233 - $252
|
446
$34K
|
|
| Q1 2024 | |||||||
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
10.1KNew |
$578K - $631K
|
10.1K
$766K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
23+ 2300.0% |
$1.32K - $1.44K
|
24
$1.83K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13New |
$748 - $816
|
13
$991
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.71KNew |
$191K - $233K
|
3.71K
$283K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.65KNew |
$188K - $229K
|
3.65K
$278K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.43KNew |
$177K - $215K
|
3.43K
$262K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2.49KNew |
$128K - $156K
|
2.49K
$190K
|
|