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 67 institutions that hold shares in the stock, with a total of 1.86 Million shares, which have been reported (via 13F filing form) to have a value of $134 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Nov 12, 2024 Q3 2024 |
315,400
shares
|
$22.8 Million
9.22% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
185,700
shares
|
$13.4 Million
0.42% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
172,702
shares
|
$12.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 04, 2024 Q3 2024 |
146,768
shares
|
$10.6 Million
1.45% of portfolio
|
Q3 2024
Added 16.4%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
123,421
shares
|
$8.91 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
111,897
shares
|
$8.08 Million
0.0% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
109,990
shares
|
$7.94 Million
0.0% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Marquette Asset Management, LLC
|
Oct 08, 2024 Q3 2024 |
108,200
shares
|
$7.81 Million
1.1% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
92,374
shares
|
$6.67 Million
0.0% of portfolio
|
Q3 2024
Added 6310.41%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
48,552
shares
|
$3.5 Million
0.54% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
45,000
shares
|
$3.25 Million
0.03% of portfolio
|
Q2 2024
Added 28.57%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
32,044
shares
|
$2.31 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
28,063
shares
|
$2.03 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
24,784
shares
|
$1.79 Million
0.0% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Kendall Capital Management
|
Nov 08, 2024 Q3 2024 |
21,907
shares
|
$1.58 Million
0.44% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
20,868
shares
|
$1.51 Million
0.0% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 14, 2024 Q3 2024 |
20,671
shares
|
$1.49 Million
0.34% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Nov 04, 2024 Q3 2024 |
19,986
shares
|
$1.44 Million
0.34% of portfolio
|
Q3 2024
Reduced 9.52%
|
|
|
Camelot Portfolios, LLC
|
Nov 12, 2024 Q3 2024 |
17,533
shares
|
$1.27 Million
1.05% of portfolio
|
Q3 2024
Reduced 17.65%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
16,924
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
15,919
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
15,432
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.6%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
11,373
shares
|
$820,903
0.0% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
10,047
shares
|
$725,192
0.0% of portfolio
|
Q3 2024
Added 8.17%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
10,036
shares
|
$724,398
0.1% of portfolio
|
Q3 2024
Added 0.02%
|