Purchases and Sales Made in Q2 2025 in First Trust Dow Jones Select M (FDM)
This table provides information about the institutional ownership of First Trust Dow Jones Select M (FDM) during Q2 2025. The information is specifically focused on institutions that hold shares of FIRST TRUST DOW JONES SELECT M.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
172KNew |
$9.55M - $12.3M
|
172K
$13.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.9K+ 276.37% |
$1.05M - $1.35M
|
25.7K
$1.96M
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
11.2K+ 6.83% |
$620K - $800K
|
175K
$13.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7.72K+ 25.99% |
$428K - $553K
|
37.4K
$2.85M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.39K+ 96.37% |
$355K - $458K
|
13K
$993K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.19K+ 27.18% |
$233K - $300K
|
19.6K
$1.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4.11KNew |
$228K - $294K
|
4.11K
$313K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.84KNew |
$213K - $275K
|
3.84K
$292K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.22K+ 8.11% |
$178K - $230K
|
42.9K
$3.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.02K+ 8.82% |
$112K - $145K
|
24.9K
$1.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.96K+ 21.43% |
$109K - $141K
|
11.1K
$848K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.94K+ 21.29% |
$108K - $139K
|
11.1K
$843K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.77K+ 2.34% |
$98K - $127K
|
77.3K
$5.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.72K+ 24.6% |
$95.1K - $123K
|
8.69K
$662K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.2K+ 0.85% |
$66.5K - $85.8K
|
142K
$10.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
916+ 916.0% |
$50.8K - $65.6K
|
1.02K
$77.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
713+ 1.91% |
$39.6K - $51.1K
|
38.1K
$2.91M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
458+ 0.44% |
$25.4K - $32.8K
|
105K
$8.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
431+ 5.7% |
$23.9K - $30.9K
|
8K
$610K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
200+ 100.0% |
$11.1K - $14.3K
|
400
$30.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
190+ 0.86% |
$10.5K - $13.6K
|
22.2K
$1.69M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
160+ 2.59% |
$8.88K - $11.5K
|
6.35K
$484K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
150New |
$8.32K - $10.7K
|
150
$11.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
103New |
$5.71K - $7.38K
|
103
$7.85K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
58New |
$3.22K - $4.15K
|
58
$4.42K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1- 0.38% |
$55.5 - $71.6
|
261
$19.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-31- 6.35% |
$1.72K - $2.22K
|
457
$34.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-67- 7.1% |
$3.72K - $4.8K
|
876
$66.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-87- 4.21% |
$4.83K - $6.23K
|
1.98K
$151K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-88- 0.61% |
$4.88K - $6.3K
|
14.4K
$1.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-131- 14.56% |
$7.27K - $9.38K
|
769
$58.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-158- 1.99% |
$8.77K - $11.3K
|
7.77K
$592K
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-190- 4.05% |
$10.5K - $13.6K
|
4.5K
$343K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-206- 4.4% |
$11.4K - $14.8K
|
4.48K
$341K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-252- 2.86% |
$14K - $18.1K
|
8.56K
$652K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-314- 0.16% |
$17.4K - $22.5K
|
191K
$14.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-500- 3.55% |
$27.7K - $35.8K
|
13.6K
$1.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-566- 8.98% |
$31.4K - $40.5K
|
5.74K
$437K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-568- 4.96% |
$31.5K - $40.7K
|
10.9K
$830K
|
|
|
Aug 06, 2025
Q2 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-622- 2.76% |
$34.5K - $44.6K
|
22K
$1.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-633- 8.71% |
$35.1K - $45.3K
|
6.63K
$506K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-642- 11.3% |
$35.6K - $46K
|
5.04K
$384K
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-660- 4.12% |
$36.6K - $47.3K
|
15.4K
$1.17M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-681- 6.56% |
$37.8K - $48.8K
|
9.71K
$740K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-750- 8.5% |
$41.6K - $53.7K
|
8.08K
$616K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.04K- 17.49% |
$57.8K - $74.6K
|
4.91K
$375K
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-1.67K- 10.43% |
$92.5K - $119K
|
14.3K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.92K- 14.99% |
$106K - $137K
|
10.9K
$829K
|