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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
946
shares
|
$68,282
0.0% of portfolio
|
Q3 2024
Reduced 17.31%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
910
shares
|
$65,683
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
580
shares
|
$41,864
0.0% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
550
shares
|
$39,699
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
482
shares
|
$34,790
0.0% of portfolio
|
Q2 2024
Reduced 27.41%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
446
shares
|
$32,192
0.02% of portfolio
|
Q2 2024
Added 0.9%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
281
shares
|
$20,282
0.0% of portfolio
|
Q2 2024
Added 8.49%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
224
shares
|
$16,168
0.0% of portfolio
|
Q3 2024
Added 18.52%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
200
shares
|
$14,436
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
172
shares
|
$12,414
0.0% of portfolio
|
Q1 2024
Reduced 23.89%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
108
shares
|
$7,795
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
85
shares
|
$6,135
0.0% of portfolio
|
Q2 2024
Reduced 19.05%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
63
shares
|
$4,547
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
50
shares
|
$3,609
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
1
shares
|
$72
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|