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

$91.09 -0.22 (-0.24%)
Closing price 07/14/2026 04:10 PM Eastern
Extended Trading
$91.10 +0.01 (+0.01%)
As of 07/14/2026 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
40
Total
Institutional Inflows
(last 12 months)
$17.07M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$5.36M
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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
7/10/2026 Envision Financial LLC20,984$1.95M0.9%+68.8%0.734%
7/9/2026 Whitaker Myers Wealth Managers LTD.3,181$296K0.0%+6.6%0.111%
5/19/2026Bank of America Corp DE13,085$1.07M0.0%-24.2%0.474%
5/19/2026Arkadios Wealth Advisors5,125$421K0.0%N/A0.186%
5/18/2026Royal Bank of Canada4,077$335K0.0%-37.4%0.148%
5/13/2026Cetera Investment Advisers8,508$698K0.0%-22.5%0.308%
5/6/2026Independent Financial Group LLC2,990$245K0.0%N/A0.108%
5/5/2026Sanctuary Advisors LLC11,269$925K0.0%+30.1%0.408%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management35,823$2.94M0.1%-1.1%1.298%
5/4/2026Chicago Partners Investment Group LLC192,065$16.83M0.3%+0.8%6.959%
5/1/2026Fifth Third Bancorp352$29K0.0%N/A0.013%
4/30/2026Kestra Advisory Services LLC6,839$561K0.0%+62.2%0.248%
4/25/2026Smithbridge Asset Management Inc. DE2,503$205K0.0%-41.6%0.093%
4/23/2026Noble Family Wealth LLC14,205$1.17M0.2%-4.9%0.526%
4/23/2026Apollon Wealth Management LLC8,971$736K0.0%-2.9%0.332%
2/18/2026Mercer Global Advisors Inc. ADV7,068$563K0.0%-9.2%0.262%
2/17/2026Cetera Investment Advisers10,974$874K0.0%-5.6%0.406%
2/17/2026Osaic Holdings Inc.10,696$852K0.0%+10.4%0.396%
2/17/2026&PARTNERS45,017$3.58M0.0%+1.7%1.667%
2/17/2026Royal Bank of Canada6,508$518K0.0%+75.4%0.241%
2/16/2026E6 Portfolios LLC8,975$715K0.8%N/A0.332%
2/16/2026Bristlecone Value Partners LLC16,049$1.28M1.5%N/A0.594%
2/13/2026Kestra Advisory Services LLC4,216$336K0.0%-4.7%0.156%
2/13/2026Stifel Financial Corp13,427$1.07M0.0%+35.3%0.497%
2/13/2026Wells Fargo & Company MN77,369$6.16M0.0%-0.7%2.866%
2/12/2026Commonwealth Equity Services LLC3,275$261K0.0%-15.2%0.121%
2/11/2026Entelevest LLC3,441$274K0.3%N/A0.127%
2/11/2026Smithbridge Asset Management Inc. DE4,286$341K0.0%+51.4%0.159%
2/11/2026WESCAP Management Group Inc.19,980$1.59M0.3%-7.2%0.740%
2/11/2026LPL Financial LLC169,032$13.46M0.0%+5.4%6.260%
2/10/2026Texas Yale Capital Corp.12,740$1.01M0.0%+18.6%0.472%
2/6/2026 Northbridge Financial Group LLC14,987$1.19M0.5%N/A0.555%
2/6/2026Creative Financial Designs Inc. ADV630$50K0.0%N/A0.023%
2/6/2026HighTower Advisors LLC5,232$417K0.0%+19.3%0.194%
2/5/2026Pacific Sun Financial Corp8,075$643K0.3%-1.6%0.299%
2/4/2026Urban Financial Advisory Corp12,320$981K0.4%+5.7%0.456%
2/3/2026International Assets Investment Management LLC1,427$114K0.0%N/A0.053%
1/29/2026Camelot Portfolios LLC14,061$1.12M0.7%-20.2%0.521%
1/29/2026Sanctuary Advisors LLC8,664$690K0.0%+163.6%0.321%
1/28/2026Arkansas Financial Group Inc.173,432$13.81M2.0%-1.3%6.423%
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1/28/2026Chicago Partners Investment Group LLC190,478$15.81M0.4%-0.4%7.055%
1/23/2026Smith Moore & CO.8,714$694K0.1%+5.3%0.323%
1/23/2026Fifth Third Securities Inc.9,745$776K0.1%+8.8%0.361%
1/22/2026Apollon Wealth Management LLC9,237$735K0.0%-3.4%0.342%
1/16/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management36,238$2.89M0.1%-0.3%1.342%
1/15/2026Private Advisory Group LLC191,000$15.21M1.2%+4.6%7.074%
1/13/2026 CoreCap Advisors LLC2,515$200K0.0%+22.4%0.093%
1/7/2026Noble Family Wealth LLC14,941$1.19M0.3%-2.7%0.553%
12/2/2025Allworth Financial LP11,802$894K0.0%-18.2%0.437%
11/21/2025Urban Financial Advisory Corp11,657$883K0.4%N/A0.432%
11/17/2025Camelot Portfolios LLC17,627$1.34M0.8%-2.6%0.653%
11/17/2025Susquehanna International Group LLP27,315$2.07M0.0%+6.3%1.012%
11/17/2025Mercer Global Advisors Inc. ADV7,781$589K0.0%-3.6%0.288%
11/17/2025Bank of America Corp DE25,890$1.96M0.0%+4.0%0.959%
11/14/2025Raymond James Financial Inc.37,391$2.83M0.0%-1.9%1.385%
11/13/2025UBS Group AG12,021$911K0.0%+10.5%0.445%
11/12/2025Smith Moore & CO.8,273$627K0.0%+3.5%0.306%
11/10/2025Private Advisory Group LLC182,544$13.83M1.1%+6.0%6.761%
11/10/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management36,365$2.76M0.1%-2.8%1.347%
11/7/2025Texas Yale Capital Corp.10,740$814K0.0%+7.4%0.398%
11/6/2025WESCAP Management Group Inc.21,532$1.63M0.3%-1.9%0.797%
11/4/2025Jones Financial Companies Lllp12,843$982K0.0%+16.2%0.476%
10/30/2025Chicago Partners Investment Group LLC191,324$14.40M0.4%+0.3%7.086%
10/27/2025Manning & Napier Advisors LLC500$38K0.0%N/A0.019%
10/24/2025Arkansas Financial Group Inc.175,735$13.26M2.0%+0.6%6.509%
10/24/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors6,352$481K0.1%-25.8%0.235%
10/23/2025HB Wealth Management LLC45,000$3.41M0.0%N/A1.667%
10/17/2025Apollon Wealth Management LLC9,564$724K0.0%-1.5%0.354%
10/16/2025 Whitaker Myers Wealth Managers LTD.2,768$210K0.0%N/A0.103%
10/10/2025Fifth Third Securities Inc.8,955$678K0.0%+3.1%0.332%
9/4/2025Osaic Holdings Inc.13,025$933K0.0%+79.3%0.492%
8/18/2025Geneos Wealth Management Inc.400$29K0.0%+100.0%0.015%
8/15/2025Bank of America Corp DE24,895$1.78M0.0%+8.8%0.939%
8/14/2025Jane Street Group LLC3,265$234K0.0%-69.4%0.123%
8/14/2025Ausdal Financial Partners Inc.7,765$556K0.0%-2.0%0.293%
8/14/2025Raymond James Financial Inc.38,124$2.73M0.0%+1.9%1.439%
8/13/2025Baird Financial Group Inc.135,125$9.68M0.0%-5.6%5.099%
8/13/2025Smith Moore & CO.7,996$573K0.0%+5.7%0.302%
8/7/2025WESCAP Management Group Inc.21,952$1.57M0.4%-2.8%0.827%
8/5/2025Strategic 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%
8/1/2025Envestnet Asset Management Inc.4,477$321K0.0%-4.4%0.169%
7/29/2025Chicago Partners Investment Group LLC190,698$13.98M0.4%-0.2%7.183%
7/29/2025Smithbridge Asset Management Inc. DE2,866$205K0.0%-86.3%0.108%
7/25/2025Almanack Investment Partners LLC.4,110$294K0.0%N/A0.155%
7/25/2025Apollon Wealth Management LLC9,706$695K0.0%-6.6%0.366%
7/22/2025Gemmer Asset Management LLC4,502$323K0.0%-4.0%0.170%
7/22/2025Noble Family Wealth LLC15,361$1.10M0.3%-4.1%0.579%
7/21/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management37,410$2.68M0.1%+26.0%1.409%
7/17/2025Fifth Third Securities Inc.8,686$622K0.0%+24.6%0.327%
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7/17/2025Camelot Portfolios LLC18,104$1.30M0.8%-9.9%0.682%
7/17/2025Wagner Wealth Management LLC5,735$411K0.1%-9.0%0.216%
7/16/2025Kendall Capital Management22,209$1.59M0.4%+0.9%0.836%
7/16/2025Arkansas 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%
5/19/2025Jane Street Group LLC10,685$664K0.0%N/A0.402%
5/16/2025Jones Financial Companies Lllp713$44K0.0%-89.1%0.027%
5/15/2025Royal Bank of Canada5,683$353K0.0%-38.2%0.214%
5/15/2025Baird Financial Group Inc.143,172$8.90M0.0%+7.1%5.382%
5/13/2025WESCAP Management Group Inc.22,574$1.40M0.3%-2.2%0.849%


FDM Institutional Ownership - Frequently Asked Questions

During the previous two years, 70 institutional investors and hedge funds held shares of First Trust Dow Jones Select MicroCap Index Fund. The most heavily invested institutionals were Chicago Partners Investment Group LLC ($16.83M), Private Advisory Group LLC ($15.21M), Arkansas Financial Group Inc. ($13.81M), LPL Financial LLC ($13.46M), Baird Financial Group Inc. ($9.68M), Marquette Asset Management LLC ($6.94M), and Wells Fargo & Company MN ($6.16M).Learn more on First Trust Dow Jones Select MicroCap Index Fund's institutional investors.

Of the 58 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 ($743.23K), International Assets Investment Management LLC ($93.80K), Raymond James Financial Inc. ($77.96K), HB Wealth Management LLC ($55K), LPL Financial LLC ($52.30K), Arkansas Financial Group Inc. ($49.65K), and Citadel Advisors LLC ($41.02K).

Institutional investors have bought a total of 219,671 shares in the last 24 months. This purchase volume represents approximately $17.07M in transactions.

Of the 25 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: Smithbridge Asset Management Inc. DE ($19.80K), Baird Financial Group Inc. ($8.05K), Jane Street Group LLC ($7.42K), Camelot Portfolios LLC ($6.03K), Bank of America Corp DE ($4.19K), Cetera Investment Advisers ($3.12K), and Allworth Financial LP ($2.63K).

Institutional investors have sold a total of 71,302 shares in the last 24 months. This volume of shares sold represents approximately $5.36M in transactions.


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This page (NYSEARCA:FDM) was last updated on 7/15/2026 by MarketBeat.com Staff.
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