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

$75.45 +2.94 (+4.05%)
As of 08/22/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for First Trust Dow Jones Select MicroCap Index Fund (NYSEARCA:FDM)

Number of
Institutional Buyers
(last 12 months)
35
Total
Institutional Inflows
(last 12 months)
$57.56M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$34.65M
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FDM Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/18/2025 Geneos Wealth Management Inc.400$29K0.0%+100.0%0.015%
8/15/2025 Bank of America Corp DE24,895$1.78M0.0%+8.8%0.939%
8/14/2025 Jane Street Group LLC3,265$234K0.0%-69.4%0.123%
8/14/2025 Ausdal Financial Partners Inc.7,765$556K0.0%-2.0%0.293%
8/14/2025 Raymond James Financial Inc.38,124$2.73M0.0%+1.9%1.439%
8/13/2025 Baird Financial Group Inc.135,125$9.68M0.0%-5.6%5.099%
8/13/2025 Smith Moore & CO.7,996$573K0.0%+5.7%0.302%
8/7/2025 WESCAP Management Group Inc.21,952$1.57M0.4%-2.8%0.827%
8/5/2025 Strategic Financial Concepts LLC6,348$455K0.1%+2.6%0.239%
8/4/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors8,557$613K0.1%-2.9%0.322%
8/1/2025 Envestnet Asset Management Inc.4,477$321K0.0%-4.4%0.169%
7/29/2025 Chicago Partners Investment Group LLC190,698$13.98M0.4%-0.2%7.183%
7/29/2025 Smithbridge Asset Management Inc. DE2,866$205K0.0%-86.3%0.108%
7/25/2025 Almanack Investment Partners LLC.4,110$294K0.0%N/A0.155%
7/25/2025 Apollon Wealth Management LLC9,706$695K0.0%-6.6%0.366%
7/22/2025 Gemmer Asset Management LLC4,502$323K0.0%-4.0%0.170%
7/22/2025 Noble Family Wealth LLC15,361$1.10M0.3%-4.1%0.579%
7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management37,410$2.68M0.1%+26.0%1.409%
7/17/2025 Fifth Third Securities Inc.8,686$622K0.0%+24.6%0.327%
7/17/2025 Camelot Portfolios LLC18,104$1.30M0.8%-9.9%0.682%
7/17/2025 Wagner Wealth Management LLC5,735$411K0.1%-9.0%0.216%
7/16/2025 Kendall Capital Management22,209$1.59M0.4%+0.9%0.836%
7/16/2025 Arkansas Financial Group Inc.174,678$12.77M2.0%+6.8%6.579%
7/10/2025 Envision Financial LLC14,313$1.03M0.7%-10.4%0.539%
5/19/2025 Jane Street Group LLC10,685$664K0.0%N/A0.402%
5/16/2025 Jones Financial Companies Lllp713$44K0.0%-89.1%0.027%
5/15/2025 Royal Bank of Canada5,683$353K0.0%-38.2%0.214%
5/15/2025 Baird Financial Group Inc.143,172$8.90M0.0%+7.1%5.382%
5/13/2025 WESCAP Management Group Inc.22,574$1.40M0.3%-2.2%0.849%
5/12/2025 Virtu Financial LLC14,579$907K0.0%-60.9%0.548%
5/9/2025 Chicago Partners Investment Group LLC191,012$11.85M0.4%+1.8%7.181%
5/9/2025 Atria Wealth Solutions Inc.19,457$1.21M0.0%+6.7%0.731%
5/8/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management29,692$1.85M0.0%-6.2%1.116%
5/7/2025 LPL Financial LLC140,613$8.74M0.0%-15.9%5.286%
5/7/2025 Texas Yale Capital Corp.10,000$622K0.0%N/A0.376%
5/2/2025 Apollon Wealth Management LLC10,387$646K0.0%N/A0.390%
5/1/2025 Horizon Advisory Services Inc.3,588$223K0.1%-13.1%0.135%
4/28/2025 Strategic Financial Concepts LLC6,188$385K0.1%+15.3%0.233%
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%
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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%
2/28/2025 Park Square Financial Group LLC562$38K0.0%N/A0.020%
2/17/2025 Two Sigma Investments LP14,500$988K0.0%+314.3%0.507%
2/17/2025 Citadel Advisors LLC41,024$2.80M0.0%N/A1.434%
2/17/2025 Baird Financial Group Inc.133,671$9.11M0.0%-22.6%4.674%
2/17/2025 Bank of America Corp DE24,544$1.67M0.0%-1.0%0.858%
2/14/2025 Susquehanna International Group LLP35,952$2.45M0.0%+28.1%1.257%
2/14/2025 Stifel Financial Corp20,184$1.38M0.0%+100.9%0.706%
2/13/2025 Raymond James Financial Inc.38,621$2.63M0.0%N/A1.350%
2/13/2025 Envestnet Asset Management Inc.5,518$376K0.0%+6.1%0.193%
2/13/2025 Wells Fargo & Company MN70,139$4.78M0.0%-37.3%2.452%
2/12/2025 WESCAP Management Group Inc.23,085$1.57M0.4%+11.7%0.807%
2/12/2025 Ausdal Financial Partners Inc.8,091$551K0.0%-14.2%0.283%
2/11/2025 LPL Financial LLC167,123$11.39M0.0%+35.4%5.843%
2/11/2025 Virtu Financial LLC37,318$2.54M0.1%N/A1.305%
2/7/2025 HighTower 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%
2/6/2025 Raymond James Financial Inc.38,621$2.63M0.0%N/A1.350%
2/6/2025 Jones Financial Companies Lllp6,518$444K0.0%+21.9%0.228%
2/4/2025 Horizon Advisory Services Inc.4,127$281K0.2%-98.7%0.144%
2/4/2025 Allodium Investment Consultants LLC3,403$232K0.2%N/A0.119%
2/3/2025 Camelot Portfolios LLC16,681$1.14M1.2%-4.9%0.583%
1/31/2025 Atria Wealth Solutions Inc.18,233$1.24M0.0%+7.7%0.638%
1/30/2025 Strategic Financial Concepts LLC5,367$366K0.0%-7.1%0.188%
1/30/2025 Allworth Financial LP14,502$1.02M0.0%-6.0%0.507%
1/28/2025 Strategic Financial Concepts LLC365,804$24.93M0.0%+6,229.9%12.790%
1/24/2025 Chicago Partners Investment Group LLC187,715$12.59M0.4%+1.1%6.563%
1/23/2025 Fifth Third Securities Inc.7,009$478K0.0%+25.8%0.245%
1/22/2025 Empirical 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%
11/15/2024 WESCAP Management Group Inc.20,671$1.33M0.3%-4.2%0.723%
11/15/2024 Stifel Financial Corp10,047$644K0.0%+8.2%0.351%
11/13/2024 FMR LLC465$30K0.0%+225.2%0.016%
11/13/2024 Brown Brothers Harriman & Co.4,700$301K0.0%N/A0.164%
11/12/2024 Larson Financial Group LLC954$61K0.0%-30.8%0.033%
11/4/2024 Noble Family Wealth LLC19,986$1.28M0.3%-9.5%0.699%
10/29/2024 Chicago 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%
10/23/2024 Allworth 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%
Musk’s Project Colossus could mint millionaires (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.tc pixel

All the details are waiting for you now — but you need to act before the September 1st funding windo
8/12/2024 Mercer Global Advisors Inc. ADV9,277$556K0.0%+178.6%0.324%
8/8/2024 WESCAP Management Group Inc.21,582$1.29M0.4%-4.1%0.755%
8/6/2024 Strategic Financial Concepts LLC387,521$232K0.0%+7,220.0%13.550%
7/31/2024 Commonwealth 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%
7/27/2024 HB Wealth Management LLC45,000$2.70M0.0%+28.6%1.573%
7/22/2024 Atria 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%
(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, 60 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 ($13.98M), Arkansas Financial Group Inc. ($12.77M), Baird Financial Group Inc. ($9.68M), LPL Financial LLC ($8.74M), Marquette Asset Management LLC ($6.94M), and Wells Fargo & Company MN ($4.78M).Learn more on First Trust Dow Jones Select MicroCap Index Fund's institutional investors.

Which institutional investors have been buying First Trust Dow Jones Select MicroCap Index Fund's stock?

Of the 47 institutional investors that purchased First Trust Dow Jones Select MicroCap Index Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Strategic Financial Concepts LLC ($753.33K), Horizon Advisory Services Inc. ($315.02K), International Assets Investment Management LLC ($279.22K), Arkansas Financial Group Inc. ($107.89K), Raymond James Financial Inc. ($77.96K), Smithbridge Asset Management Inc. DE ($65.18K), and LPL Financial LLC ($43.70K).

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

Institutional investors have bought a total of 857,711 shares in the last 24 months. This purchase volume represents approximately $57.56M in transactions.

Which of First Trust Dow Jones Select MicroCap Index Fund's major shareholders have been selling company stock?

Of the 27 institutional investors that sold First Trust Dow Jones Select MicroCap Index Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Horizon Advisory Services Inc. ($311.81K), Baird Financial Group Inc. ($47.08K), Wells Fargo & Company MN ($41.76K), LPL Financial LLC ($26.51K), Virtu Financial LLC ($22.74K), Smithbridge Asset Management Inc. DE ($19.61K), and Jane Street Group LLC ($7.42K).

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

Institutional investors have sold a total of 512,477 shares in the last 24 months. This volume of shares sold represents approximately $34.65M in transactions.



This page (NYSEARCA:FDM) was last updated on 8/24/2025 by MarketBeat.com Staff
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