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 82 institutions that hold shares in the stock, with a total of 1.6 Million shares, which have been reported (via 13F filing form) to have a value of $120 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
10,885
shares
|
$819,096
0.0% of portfolio
|
Q2 2025
Reduced 4.96%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
10,740
shares
|
$808,185
0.03% of portfolio
|
Q3 2025
Added 7.4%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
9,922
shares
|
$746,630
0.0% of portfolio
|
Q3 2025
Reduced 10.77%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
9,691
shares
|
$729,247
0.0% of portfolio
|
Q3 2025
Reduced 25.6%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
9,564
shares
|
$719,691
0.01% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
8,955
shares
|
$673,863
0.05% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,769
shares
|
$659,867
0.0% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
8,273
shares
|
$622,543
0.05% of portfolio
|
Q3 2025
Added 3.46%
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
8,205
shares
|
$617,426
0.32% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
7,781
shares
|
$585,520
0.0% of portfolio
|
Q3 2025
Reduced 3.64%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
7,697
shares
|
$579,199
0.03% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
7,003
shares
|
$526,975
0.01% of portfolio
|
Q2 2022
Reduced 0.01%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
6,352
shares
|
$477,988
0.06% of portfolio
|
Q3 2025
Reduced 25.77%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
6,194
shares
|
$466,098
0.0% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
5,758
shares
|
$433,289
0.13% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,971
shares
|
$374,067
0.0% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
4,446
shares
|
$334,561
0.03% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
4,424
shares
|
$332,906
0.0% of portfolio
|
Q3 2025
Added 9.94%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
4,384
shares
|
$329,896
0.0% of portfolio
|
Q3 2025
Reduced 10.75%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
3,860
shares
|
$290,465
0.0% of portfolio
|
Q3 2025
Reduced 80.33%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
3,836
shares
|
$288,659
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
3,710
shares
|
$279,177
0.0% of portfolio
|
Q2 2025
Reduced 11.3%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
3,403
shares
|
$256,075
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Smithbridge Asset Management Inc
|
Oct 29, 2025 Q3 2025 |
2,830
shares
|
$212,957
0.03% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 15, 2025 Q3 2025 |
2,768
shares
|
$208,292
0.05% of portfolio
|
Q3 2025
New holding
|
|