Institutional Ownership First Trust Dow Jones Select M (FDM)
This table provides information about the institutional ownership of First Trust Dow Jones Select M (FDM). We have compiled data on the 79 institutions that hold shares in the stock, with a total of 1.53 Million shares, which have been reported (via 13F filing form) to have a value of $113 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
190,698
shares
|
$14.1 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Arkansas Financial Group, Inc.
|
Jul 16, 2025 Q2 2025 |
174,678
shares
|
$12.9 Million
1.95% of portfolio
|
Q2 2025
Added 6.83%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Aug 07, 2025 Q2 2025 |
172,210
shares
|
$12.7 Million
1.16% of portfolio
|
Q2 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
141,811
shares
|
$10.5 Million
0.0% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
135,125
shares
|
$10 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
105,012
shares
|
$7.77 Million
0.0% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
77,317
shares
|
$5.72 Million
0.0% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
42,870
shares
|
$3.17 Million
0.02% of portfolio
|
Q2 2025
Added 8.11%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
38,124
shares
|
$2.82 Million
0.0% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
37,410
shares
|
$2.77 Million
0.06% of portfolio
|
Q2 2025
Added 25.99%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
25,691
shares
|
$1.9 Million
0.0% of portfolio
|
Q2 2025
Added 276.37%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
24,895
shares
|
$1.84 Million
0.0% of portfolio
|
Q2 2025
Added 8.82%
|
|
|
Kendall Capital Management
|
Jul 16, 2025 Q2 2025 |
22,209
shares
|
$1.64 Million
0.44% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Aug 06, 2025 Q2 2025 |
21,952
shares
|
$1.62 Million
0.37% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
19,620
shares
|
$1.45 Million
0.0% of portfolio
|
Q2 2025
Added 27.18%
|
|
|
Camelot Portfolios, LLC
|
Jul 17, 2025 Q2 2025 |
18,104
shares
|
$1.34 Million
0.8% of portfolio
|
Q2 2025
Reduced 9.9%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jul 22, 2025 Q2 2025 |
15,361
shares
|
$1.14 Million
0.27% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
14,427
shares
|
$1.07 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jul 10, 2025 Q2 2025 |
14,313
shares
|
$1.06 Million
0.68% of portfolio
|
Q2 2025
Reduced 10.43%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
13,600
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
11,119
shares
|
$822,472
0.0% of portfolio
|
Q2 2025
Added 21.43%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
11,054
shares
|
$817,664
0.0% of portfolio
|
Q2 2025
Added 21.29%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
10,885
shares
|
$805,163
0.0% of portfolio
|
Q2 2025
Reduced 4.96%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
10,875
shares
|
$804,423
0.0% of portfolio
|
Q2 2025
Reduced 14.99%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
10,000
shares
|
$739,700
0.02% of portfolio
|
Q1 2025
New holding
|