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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
4.49K+ 89.22% |
$229K - $267K
|
9.52K
$615K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
225New |
$11.5K - $13.4K
|
225
$14.5K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
200New |
$10.2K - $11.9K
|
200
$12.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
46New |
$2.35K - $2.73K
|
46
$2.97K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
24New |
$1.23K - $1.43K
|
24
$1.55K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
3New |
$153 - $178
|
3
$194
|
|
| Q3 2022 | |||||||
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
181KNew |
$9.06M - $11M
|
181K
$11.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.49KNew |
$124K - $151K
|
2.49K
$161K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
50New |
$2.5K - $3.04K
|
50
$3.23K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2+ 0.51% |
$100 - $121
|
397
$25.7K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.74K+ 51.02% |
$396K - $469K
|
22.9K
$1.48M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
580New |
$29.7K - $35.2K
|
580
$37.5K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
44New |
$2.25K - $2.67K
|
44
$2.84K
|
|
| Q1 2022 | |||||||
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
300New |
$17.5K - $19.5K
|
300
$19.4K
|
|
| Q4 2020 | |||||||
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
63New |
$2.4K - $3.08K
|
63
$4.07K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
108New |
$3.06K - $4.7K
|
108
$6.98K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
13.7KNew |
$697K - $730K
|
13.7K
$887K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$45.3 - $46.4
|
1
$64.6
|
|