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

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$62.09
-0.55 (-0.88%)
(As of 05/10/2024 ET)
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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)
24
Total
Institutional Inflows
(last 12 months)
$47.29M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$3.20M
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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
5/9/2024 Camelot Portfolios LLC19,133$1.20M1.2%-22.0%0.669%
5/7/2024 Empirical 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%
4/30/2024 Hartline Investment Corp10,050$631K0.1%N/A0.351%
4/30/2024Commonwealth Equity Services LLC17,595$1.10M0.0%+4.6%0.615%
4/29/2024 Horizon Advisory Services Inc.315,015$19.77M9.2%N/A11.015%
4/26/2024 Chicago Partners Investment Group LLC176,828$10.65M0.5%+4.3%6.183%
4/22/2024 Strategic 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%
2/23/2024 Chicago Partners Investment Group LLC169,538$10.03M0.5%+6.0%6.143%
2/16/2024Aspect Partners LLC2,489$153K0.1%N/A0.090%
2/14/2024 Woodward Diversified Capital LLC3,349$205K0.1%N/A0.121%
2/8/2024 Kingsview Wealth Management LLC3,719$228K0.0%-57.6%0.135%
2/6/2024 Empirical 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%
1/26/2024Kendall 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%
1/23/2024 Camelot 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%
1/16/2024 HB 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%
11/8/2023 HighTower Advisors LLC6,922$377K0.0%-3.0%0.251%
11/8/2023Atria Wealth Solutions Inc.14,749$808K0.0%+5.8%0.534%
11/8/2023 Strategic Financial Concepts LLC4,799$263K0.1%N/A0.174%
11/7/2023 Kingsview Wealth Management LLC8,769$480K0.0%N/A0.318%
11/3/2023 Empirical Financial Services LLC d.b.a. Empirical Wealth Management45,367$2.49M0.1%-2.5%1.644%
10/27/2023 Marquette Asset Management LLC97,310$5.33M1.3%+13.6%3.526%
10/26/2023 Chicago Partners Investment Group LLC159,957$8.34M0.4%+3.9%5.796%
10/25/2023 Arkansas Financial Group Inc.49,746$2.73M0.6%+42.0%1.802%
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10/25/2023 Smithbridge Asset Management Inc. DE17,641$966K0.2%+130.7%0.639%
10/20/2023 Camelot Portfolios LLC21,358$1.17M1.1%-12.2%0.774%
10/20/2023 Walkner Condon Financial Advisors LLC3,775$207K0.1%-5.1%0.137%
10/18/2023 Wagner Wealth Management LLC7,058$387K0.1%-3.3%0.256%
10/11/2023 Atlas Private Wealth Advisors6,730$369K0.1%-27.6%0.244%
10/10/2023 Noble Family Wealth LLC28,226$1.55M0.5%-6.6%1.023%
8/11/2023Baird Financial Group Inc.167,153$9.40M0.0%-2.1%6.056%
8/10/2023WESCAP Management Group Inc.24,155$1.36M0.5%-34.1%0.875%
8/8/2023 Chicago Partners Investment Group LLC154,005$9.19M0.5%+6.9%5.580%
8/4/2023 Atlas Private Wealth Advisors9,300$523K0.1%+62.4%0.337%
8/3/2023Atria Wealth Solutions Inc.13,937$784K0.0%+10.4%0.505%
7/31/2023LPL Financial LLC111,805$6.29M0.0%+20.2%4.051%
7/28/2023 Marquette Asset Management LLC85,665$4.82M1.2%-0.3%3.104%
7/25/2023 Raymond James Financial Services Advisors Inc.10,334$581K0.0%+2.0%0.374%
7/25/2023 Raymond James & Associates4,235$238K0.0%-6.4%0.153%
7/21/2023 Walkner Condon Financial Advisors LLC3,979$224K0.1%-9.1%0.144%
7/20/2023 Smithbridge Asset Management Inc. DE7,647$430K0.1%+15.4%0.277%
7/18/2023 Smithbridge Asset Management Inc. DE6,079$337K0.1%-8.3%0.220%
7/18/2023 Noble Family Wealth LLC30,229$1.70M0.6%-2.8%1.095%
7/17/2023 Naples Global Advisors LLC3,760$211K0.0%-5.1%0.136%
7/12/2023 Pacific Sun Financial Corp8,603$462K0.3%N/A0.312%
7/11/2023 Arkansas Financial Group Inc.35,035$1.97M0.4%+28.5%1.269%
5/22/2023American Trust5,409$281K0.0%+12.9%0.192%
5/11/2023 Noble Family Wealth LLC31,115$1.67M0.6%N/A1.107%
5/11/2023 Financial Advocates Investment Management4,788$257K0.0%-45.4%0.170%
5/10/2023LPL Financial LLC93,044$4.99M0.0%-3.5%3.311%
5/9/2023 Empirical Financial Services LLC d.b.a. Empirical Wealth Management48,038$2.58M0.1%-1.4%1.710%
5/5/2023Truist Financial Corp3,978$213K0.0%-43.8%0.142%
5/4/2023WESCAP Management Group Inc.36,630$1.97M0.7%-9.2%1.304%
5/3/2023 Arkansas Financial Group Inc.27,262$1.46M0.3%+56.0%0.970%
5/1/2023 Marquette Asset Management LLC85,927$4.61M1.2%-2.1%3.058%
4/26/2023 Chicago Partners Investment Group LLC144,005$7.48M0.4%+7.6%5.125%
4/20/2023 Smithbridge Asset Management Inc. DE6,628$356K0.1%+9.0%0.236%
4/20/2023 Camelot Portfolios LLC24,355$1.31M0.9%-3.1%0.867%
4/14/2023 Raymond James Financial Services Advisors Inc.10,135$544K0.0%-36.0%0.361%
4/12/2023 Atlas Private Wealth Advisors5,728$307K0.1%-24.9%0.204%
3/1/2023 Smithbridge Asset Management Inc. DE6,079$337K0.1%+13.4%0.233%
2/15/2023 Atlas Private Wealth Advisors7,628$423K0.2%+2.5%0.292%
2/13/2023Smith Moore & CO.8,296$460K0.1%+4.1%0.318%
2/13/2023Baird Financial Group Inc.180,299$10.01M0.0%-1.3%6.908%
2/13/2023Atria Wealth Solutions Inc.12,629$701K0.0%+2.3%0.484%
2/10/2023WESCAP Management Group Inc.40,320$2.24M0.8%-0.6%1.545%
2/10/2023CoreCap Advisors LLC1,456$81K0.0%N/A0.056%
2/9/2023 Chicago Partners Investment Group LLC133,783$8.13M0.5%+7.8%5.126%
2/8/2023 Raymond James Financial Services Advisors Inc.15,843$879K0.0%-11.5%0.607%
2/8/2023 Cambridge Investment Research Advisors Inc.5,327$296K0.0%+19.6%0.204%
2/8/2023 Empirical Financial Services LLC d.b.a. Empirical Wealth Management48,696$2.70M0.1%-3.4%1.866%
2/7/2023Commonwealth Equity Services LLC19,266$1.07M0.0%+56.3%0.738%
2/7/2023LPL Financial LLC96,383$5.35M0.0%-15.6%3.693%
2/7/2023IFP Advisors Inc2,283$114K0.0%-7.6%0.087%
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2/7/2023Envestnet Asset Management Inc.16,533$918K0.0%-19.0%0.633%
2/6/2023 Arkansas Financial Group Inc.17,477$970K0.2%N/A0.670%
2/3/2023 Ausdal Financial Partners Inc.9,895$549K0.1%-5.4%0.379%
2/3/2023 Larson Financial Group LLC1,546$86K0.0%-13.8%0.059%
2/1/2023 Bay Colony Advisory Group Inc d b a Bay Colony Advisors9,030$501K0.1%-2.5%0.346%
1/25/2023 Camelot Portfolios LLC25,143$1.40M1.0%-7.9%0.963%
1/12/2023 Marquette Asset Management LLC87,734$4.87M1.4%+1,487.9%3.311%
11/16/2022 Almanack Investment Partners LLC.2,489$124K0.0%N/A0.099%
11/15/2022 Financial Advocates Investment Management90,477$4.52M0.4%+13.7%3.414%
11/14/2022Smith Moore & CO.7,971$399K0.1%+22.8%0.301%
(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, 51 institutional investors and hedge funds held shares of First Trust Dow Jones Select Microcap Index Fund. The most heavily invested institutionals were Horizon Advisory Services Inc. ($19.77M), Chicago Partners Investment Group LLC ($10.65M), Baird Financial Group Inc. ($9.40M), AE Wealth Management LLC ($9.06M), Marquette Asset Management LLC ($6.52M), LPL Financial LLC ($6.03M), and Arkansas Financial Group Inc. ($5.92M).Learn more on FDM's institutional investors.

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

Of the 41 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: Horizon Advisory Services Inc. ($315.02K), International Assets Investment Management LLC ($186.84K), AE Wealth Management LLC ($181.11K), Marquette Asset Management LLC ($105.53K), Arkansas Financial Group Inc. ($94.33K), Chicago Partners Investment Group LLC ($55.74K), and Smithbridge Asset Management Inc. DE ($51.94K).

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

Institutional investors have bought a total of 1,241,390 shares in the last 24 months. This purchase volume represents approximately $71.72M in transactions.

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

Of the 28 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: WESCAP Management Group Inc. ($25.82K), LPL Financial LLC ($25.41K), Camelot Portfolios LLC ($16.28K), Empirical Financial Services LLC d.b.a. Empirical Wealth Management ($14.23K), Wealthsource Partners LLC ($13.10K), Raymond James Financial Services Advisors Inc. ($9.29K), and Chicago Partners Investment Group LLC ($7.25K).

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

Institutional investors have sold a total of 159,815 shares in the last 24 months. This volume of shares sold represents approximately $8.89M in transactions.


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This page (NYSEARCA:FDM) was last updated on 5/12/2024 by MarketBeat.com Staff

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