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 76 institutions that hold shares in the stock, with a total of 1.39 Million shares, which have been reported (via 13F filing form) to have a value of $100 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
2,489
shares
|
$179,581
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
2,350
shares
|
$169,552
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
2,067
shares
|
$149,134
0.01% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
1,297
shares
|
$93,578
0.01% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,223
shares
|
$88,239
0.0% of portfolio
|
Q1 2025
Added 31.79%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
943
shares
|
$68,037
0.0% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
910
shares
|
$65,656
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
900
shares
|
$64,935
0.0% of portfolio
|
Q1 2025
Reduced 4.86%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
562
shares
|
$40,548
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
550
shares
|
$39,682
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
488
shares
|
$35,209
0.0% of portfolio
|
Q1 2025
Reduced 8.79%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
482
shares
|
$34,776
0.0% of portfolio
|
Q2 2024
Reduced 27.41%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
446
shares
|
$32,178
0.02% of portfolio
|
Q2 2024
Added 0.9%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
262
shares
|
$18,903
0.0% of portfolio
|
Q4 2024
Reduced 6.76%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
255
shares
|
$18,398
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
200
shares
|
$14,430
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
118
shares
|
$8,513
0.0% of portfolio
|
Q4 2024
Reduced 88.25%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
108
shares
|
$7,792
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
103
shares
|
$7,431
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
100
shares
|
$7,215
0.0% of portfolio
|
Q4 2024
Reduced 41.86%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
83
shares
|
$5,988
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
63
shares
|
$4,545
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
50
shares
|
$3,607
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
34
shares
|
$2,453
0.0% of portfolio
|
Q1 2025
Reduced 8.11%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|