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 |
|---|---|---|---|---|---|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
9,426
shares
|
$680,368
0.07% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
9,128
shares
|
$658,859
0.0% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,769
shares
|
$632,946
0.0% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
8,205
shares
|
$592,236
0.31% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
7,739
shares
|
$558,601
0.05% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
7,003
shares
|
$505,476
0.01% of portfolio
|
Q2 2022
Reduced 0.01%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
6,721
shares
|
$485,121
0.0% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,256
shares
|
$451,558
0.0% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
6,194
shares
|
$447,082
0.0% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
6,182
shares
|
$446,216
0.14% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
5,779
shares
|
$417,128
0.12% of portfolio
|
Q3 2024
Reduced 98.51%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
5,570
shares
|
$402,042
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
5,348
shares
|
$386,018
0.0% of portfolio
|
Q3 2024
Added 393.81%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
5,199
shares
|
$375,263
0.0% of portfolio
|
Q3 2024
Reduced 27.28%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,971
shares
|
$358,806
0.0% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
4,700
shares
|
$339,246
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gemmer Asset Management LLC
|
Oct 24, 2024 Q3 2024 |
4,689
shares
|
$338,452
0.03% of portfolio
|
Q3 2024
Reduced 10.55%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
4,647
shares
|
$335,420
0.0% of portfolio
|
Q3 2024
Reduced 5.91%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
3,520
shares
|
$254,073
0.0% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
3,500
shares
|
$252,630
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
2,489
shares
|
$179,656
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,863
shares
|
$134,471
0.01% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
1,303
shares
|
$94,050
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,004
shares
|
$72,468
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
954
shares
|
$68,859
0.0% of portfolio
|
Q3 2024
Reduced 30.77%
|