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First Trust Dow Jones Select Microcap Index Fund (FDM) Institutional Ownership

$60.88 +0.17 (+0.28%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Dow Jones Select Microcap Index Fund (NYSEARCA:FDM)

Number of
Institutional Buyers
(last 12 months)
32
Total
Institutional Inflows
(last 12 months)
$100.03M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$29.01M
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FDM Institutional Buying and Selling by Quarter

First Trust Dow Jones Select Microcap Index Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/22/2025 Envision Financial LLC15,980$994K0.7%-6.5%0.624%
4/17/2025 Arkansas Financial Group Inc.163,504$9.40M1.6%+8.6%6.387%
4/16/2025 Noble Family Wealth LLC16,021$996K0.3%-17.4%0.626%
4/16/2025 Smithbridge Asset Management Inc. DE20,885$1.30M0.2%N/A0.816%
4/14/2025 Gemmer Asset Management LLC4,692$292K0.0%N/A0.183%
2/28/2025Park Square Financial Group LLC562$38K0.0%N/A0.020%
2/17/2025Two Sigma Investments LP14,500$988K0.0%+314.3%0.507%
2/17/2025Citadel Advisors LLC41,024$2.80M0.0%N/A1.434%
2/17/2025Baird Financial Group Inc.133,671$9.11M0.0%-22.6%4.674%
2/17/2025Bank of America Corp DE24,544$1.67M0.0%-1.0%0.858%
2/14/2025Susquehanna International Group LLP35,952$2.45M0.0%+28.1%1.257%
2/14/2025Stifel Financial Corp20,184$1.38M0.0%+100.9%0.706%
2/13/2025Raymond James Financial Inc.38,621$2.63M0.0%N/A1.350%
2/13/2025Envestnet Asset Management Inc.5,518$376K0.0%+6.1%0.193%
2/13/2025Wells Fargo & Company MN70,139$4.78M0.0%-37.3%2.452%
2/12/2025WESCAP Management Group Inc.23,085$1.57M0.4%+11.7%0.807%
2/12/2025Ausdal Financial Partners Inc.8,091$551K0.0%-14.2%0.283%
2/11/2025LPL Financial LLC167,123$11.39M0.0%+35.4%5.843%
2/11/2025Virtu Financial LLC37,318$2.54M0.1%N/A1.305%
2/7/2025HighTower Advisors LLC5,948$405K0.0%-4.9%0.208%
2/7/2025 Johnson Investment Counsel Inc.851$58K0.0%N/A0.030%
2/7/2025 Kendall Capital Management22,167$1.51M0.4%+1.2%0.775%
2/7/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors8,737$596K0.1%-12.9%0.305%
2/6/2025Raymond James Financial Inc.38,621$2.63M0.0%N/A1.350%
2/6/2025Jones Financial Companies Lllp6,518$444K0.0%+21.9%0.228%
2/4/2025Horizon Advisory Services Inc.4,127$281K0.2%-98.7%0.144%
2/4/2025 Allodium Investment Consultants LLC3,403$232K0.2%N/A0.119%
2/3/2025Camelot Portfolios LLC16,681$1.14M1.2%-4.9%0.583%
1/31/2025Atria Wealth Solutions Inc.18,233$1.24M0.0%+7.7%0.638%
1/30/2025Strategic Financial Concepts LLC5,367$366K0.0%-7.1%0.188%
1/30/2025Allworth Financial LP14,502$1.02M0.0%-6.0%0.507%
1/28/2025Strategic Financial Concepts LLC365,804$24.93M0.0%+6,229.9%12.790%
1/24/2025Chicago Partners Investment Group LLC187,715$12.59M0.4%+1.1%6.563%
1/23/2025Fifth Third Securities Inc.7,009$478K0.0%+25.8%0.245%
1/22/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management31,638$2.16M0.1%-1.3%1.106%
1/17/2025 Arkansas Financial Group Inc.150,610$10.27M1.7%+2.6%5.266%
1/13/2025 Noble Family Wealth LLC19,405$1.32M0.4%-2.9%0.678%
1/13/2025 Envision Financial LLC17,091$1.17M0.9%N/A0.598%
11/15/2024WESCAP Management Group Inc.20,671$1.33M0.3%-4.2%0.723%
11/15/2024Stifel Financial Corp10,047$644K0.0%+8.2%0.351%
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11/13/2024FMR LLC465$30K0.0%+225.2%0.016%
11/13/2024Brown Brothers Harriman & Co.4,700$301K0.0%N/A0.164%
11/12/2024Larson Financial Group LLC954$61K0.0%-30.8%0.033%
11/4/2024 Noble Family Wealth LLC19,986$1.28M0.3%-9.5%0.699%
10/29/2024Chicago Partners Investment Group LLC185,700$11.93M0.4%+2.2%6.493%
10/24/2024 Smithbridge Asset Management Inc. DE48,552$3.11M0.5%-3.2%1.698%
10/24/2024 Gemmer Asset Management LLC4,689$301K0.0%-10.5%0.164%
10/23/2024Allworth Financial LP15,432$989K0.0%-7.6%0.540%
10/22/2024 International Assets Investment Management LLC92,374$59.21M0.0%+6,310.4%3.230%
10/9/2024 Pacific Sun Financial Corp8,205$526K0.3%-4.1%0.287%
10/8/2024 Marquette Asset Management LLC108,200$6.94M1.1%+0.4%3.783%
10/5/2024 Arkansas Financial Group Inc.146,768$9.41M1.4%+16.4%5.132%
8/12/2024Mercer Global Advisors Inc. ADV9,277$556K0.0%+178.6%0.324%
8/8/2024WESCAP Management Group Inc.21,582$1.29M0.4%-4.1%0.755%
8/6/2024Strategic Financial Concepts LLC387,521$232K0.0%+7,220.0%13.550%
7/31/2024Commonwealth Equity Services LLC15,968$957K0.0%-9.2%0.558%
7/31/2024 Rothschild Investment LLC550$33K0.0%N/A0.019%
7/30/2024 International Assets Investment Management LLC1,441$86K0.0%N/A0.050%
7/27/2024HB Wealth Management LLC45,000$2.70M0.0%+28.6%1.573%
7/22/2024Atria Wealth Solutions Inc.16,783$1.01M0.0%+2.3%0.587%
7/19/2024 Smithbridge Asset Management Inc. DE50,142$3.01M0.6%-3.3%1.753%
7/16/2024 Gemmer Asset Management LLC5,242$314K0.0%N/A0.183%
7/16/2024 Noble Family Wealth LLC22,088$1.32M0.4%-8.0%0.772%
7/15/2024Fifth Third Securities Inc.5,570$334K0.0%N/A0.195%
5/17/2024Comerica Bank579$36K0.0%-34.7%0.020%
5/9/2024Camelot Portfolios LLC19,133$1.20M1.2%-22.0%0.669%
5/7/2024Empirical Financial Services LLC d.b.a. Empirical Wealth Management37,613$2.36M0.1%-14.0%1.315%
5/7/2024 Marquette Asset Management LLC103,807$6.52M1.1%+1.6%3.630%
5/3/2024 Smithbridge Asset Management Inc. DE51,838$3.25M0.7%+195.5%1.813%
4/30/2024Hartline Investment Corp10,050$631K0.1%N/A0.351%
4/30/2024Commonwealth Equity Services LLC17,595$1.10M0.0%+4.6%0.615%
4/29/2024Horizon Advisory Services Inc.315,015$19.77M9.2%N/A11.015%
4/26/2024Chicago Partners Investment Group LLC176,828$10.65M0.5%+4.3%6.183%
4/22/2024Strategic Financial Concepts LLC5,294$332K0.1%N/A0.185%
4/16/2024 Noble Family Wealth LLC23,999$1.51M0.4%-13.6%0.870%
4/16/2024 Arkansas Financial Group Inc.94,332$5.92M1.0%+5.7%3.418%
3/8/2024ICA Group Wealth Management LLC402$25K0.0%N/A0.015%
2/26/2024Virtu Financial LLC9,778$600K0.0%+53.3%0.354%
2/23/2024 Arkansas Financial Group Inc.89,253$5.48M1.0%+79.4%3.234%
2/23/2024Chicago Partners Investment Group LLC169,538$10.03M0.5%+6.0%6.143%
2/16/2024 Aspect Partners LLC2,489$153K0.1%N/A0.090%
2/14/2024Woodward Diversified Capital LLC3,349$205K0.1%N/A0.121%
2/8/2024Kingsview Wealth Management LLC3,719$228K0.0%-57.6%0.135%
2/6/2024Empirical Financial Services LLC d.b.a. Empirical Wealth Management43,737$2.68M0.1%-3.6%1.585%
2/6/2024WESCAP Management Group Inc.22,990$1.41M0.5%-4.5%0.833%
2/2/2024 Marquette Asset Management LLC102,167$6.27M1.2%+5.0%3.702%
2/2/2024Atria Wealth Solutions Inc.16,070$986K0.0%+9.0%0.582%
1/26/2024 Kendall Capital Management15,924$977K0.4%N/A0.577%
1/25/2024 International Assets Investment Management LLC93,421$5.73M0.0%N/A3.385%
1/24/2024 International Assets Investment Management LLC93,421$5.73M0.0%N/A3.385%
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1/23/2024Camelot Portfolios LLC24,514$1.50M0.9%+14.8%0.888%
1/19/2024 Wagner Wealth Management LLC6,187$380K0.1%-12.3%0.224%
1/18/2024 Noble Family Wealth LLC27,771$1.70M0.5%-1.6%1.006%
1/16/2024HB Wealth Management LLC35,000$2.15M0.0%+40.0%1.268%
1/11/2024 Naples Global Advisors LLC3,650$224K0.0%N/A0.132%
11/13/2023 Bay Colony Advisory Group Inc d b a Bay Colony Advisors8,467$464K0.1%-5.0%0.307%
11/13/2023LPL Financial LLC110,004$6.03M0.0%-1.6%3.986%
11/8/2023HighTower Advisors LLC6,922$377K0.0%-3.0%0.251%
11/8/2023Atria Wealth Solutions Inc.14,749$808K0.0%+5.8%0.534%
11/8/2023Strategic Financial Concepts LLC4,799$263K0.1%N/A0.174%
(Data available from 1/1/2016 forward)

FDM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FDM shares?

During the previous two years, 58 institutional investors and hedge funds held shares of First Trust Dow Jones Select Microcap Index Fund. The most heavily invested institutionals were International Assets Investment Management LLC ($59.21M), Chicago Partners Investment Group LLC ($12.59M), LPL Financial LLC ($11.39M), Arkansas Financial Group Inc. ($9.40M), Baird Financial Group Inc. ($9.11M), Marquette Asset Management LLC ($6.94M), and Wells Fargo & Company MN ($4.78M).Learn more on FDM's institutional investors.

Which institutional investors have been buying First Trust Dow Jones Select Microcap Index Fund stock?

Of the 43 institutional investors that purchased First Trust Dow Jones Select Microcap Index Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Strategic Financial Concepts LLC ($753.17K), Horizon Advisory Services Inc. ($315.02K), International Assets Investment Management LLC ($279.22K), Arkansas Financial Group Inc. ($114.27K), Raymond James Financial Inc. ($77.24K), Smithbridge Asset Management Inc. DE ($66.20K), and LPL Financial LLC ($62.46K).

How much institutional buying is happening at First Trust Dow Jones Select Microcap Index Fund?

Institutional investors have bought a total of 2,008,895 shares in the last 24 months. This purchase volume represents approximately $126.86M in transactions.

Which First Trust Dow Jones Select Microcap Index Fund major shareholders have been selling company stock?

Of the 30 institutional investors that sold First Trust Dow Jones Select Microcap Index Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Horizon Advisory Services Inc. ($311.27K), Baird Financial Group Inc. ($42.53K), Wells Fargo & Company MN ($41.76K), WESCAP Management Group Inc. ($19.07K), Noble Family Wealth LLC ($15.09K), Empirical Financial Services LLC d.b.a. Empirical Wealth Management ($10.00K), and Camelot Portfolios LLC ($9.21K).

How much institutional selling is happening at First Trust Dow Jones Select Microcap Index Fund?

Institutional investors have sold a total of 487,707 shares in the last 24 months. This volume of shares sold represents approximately $32.37M in transactions.


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This page (NYSEARCA:FDM) was last updated on 4/28/2025 by MarketBeat.com Staff
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