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

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$60.24
+0.83 (+1.40%)
(As of 04/23/2024 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)
22
Total
Institutional Inflows
(last 12 months)
$26.86M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$3.36M
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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
4/22/2024Strategic Financial Concepts LLC5,294$332K0.1%N/A0.185%
4/16/2024Noble Family Wealth LLC23,999$1.51M0.4%-13.6%0.870%
4/16/2024Arkansas 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%
2/23/2024Arkansas 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%
2/16/2024Aspect 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%
2/2/2024Marquette 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%
1/23/2024Camelot Portfolios LLC24,514$1.50M0.9%+14.8%0.888%
1/19/2024Wagner Wealth Management LLC6,187$380K0.1%-12.3%0.224%
1/18/2024Noble 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%
1/11/2024Naples Global Advisors LLC3,650$224K0.0%N/A0.132%
11/13/2023Bay 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%
11/7/2023Kingsview Wealth Management LLC8,769$480K0.0%N/A0.318%
11/3/2023Empirical Financial Services LLC d.b.a. Empirical Wealth Management45,367$2.49M0.1%-2.5%1.644%
10/27/2023Marquette Asset Management LLC97,310$5.33M1.3%+13.6%3.526%
10/26/2023Chicago Partners Investment Group LLC159,957$8.34M0.4%+3.9%5.796%
10/25/2023Arkansas Financial Group Inc.49,746$2.73M0.6%+42.0%1.802%
10/25/2023Smithbridge Asset Management Inc. DE17,641$966K0.2%+130.7%0.639%
10/20/2023Camelot Portfolios LLC21,358$1.17M1.1%-12.2%0.774%
10/20/2023Walkner Condon Financial Advisors LLC3,775$207K0.1%-5.1%0.137%
10/18/2023Wagner Wealth Management LLC7,058$387K0.1%-3.3%0.256%
10/11/2023Atlas Private Wealth Advisors6,730$369K0.1%-27.6%0.244%
10/10/2023Noble 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%
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8/8/2023Chicago Partners Investment Group LLC154,005$9.19M0.5%+6.9%5.580%
8/4/2023Atlas 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%
7/28/2023Marquette Asset Management LLC85,665$4.82M1.2%-0.3%3.104%
7/25/2023Raymond James Financial Services Advisors Inc.10,334$581K0.0%+2.0%0.374%
7/25/2023Raymond James & Associates4,235$238K0.0%-6.4%0.153%
7/21/2023Walkner Condon Financial Advisors LLC3,979$224K0.1%-9.1%0.144%
7/20/2023Smithbridge Asset Management Inc. DE7,647$430K0.1%+15.4%0.277%
7/18/2023Smithbridge Asset Management Inc. DE6,079$337K0.1%-8.3%0.220%
7/18/2023Noble Family Wealth LLC30,229$1.70M0.6%-2.8%1.095%
7/17/2023Naples Global Advisors LLC3,760$211K0.0%-5.1%0.136%
7/12/2023Pacific Sun Financial Corp8,603$462K0.3%N/A0.312%
7/11/2023Arkansas Financial Group Inc.35,035$1.97M0.4%+28.5%1.269%
5/22/2023American Trust5,409$281K0.0%+12.9%0.192%
5/11/2023Noble Family Wealth LLC31,115$1.67M0.6%N/A1.107%
5/11/2023Financial Advocates Investment Management4,788$257K0.0%-45.4%0.170%
5/10/2023LPL Financial LLC93,044$4.99M0.0%-3.5%3.311%
5/9/2023Empirical 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%
5/3/2023Arkansas Financial Group Inc.27,262$1.46M0.3%+56.0%0.970%
5/1/2023Marquette Asset Management LLC85,927$4.61M1.2%-2.1%3.058%
4/26/2023Chicago Partners Investment Group LLC144,005$7.48M0.4%+7.6%5.125%
4/20/2023Smithbridge Asset Management Inc. DE6,628$356K0.1%+9.0%0.236%
4/20/2023Camelot Portfolios LLC24,355$1.31M0.9%-3.1%0.867%
4/14/2023Raymond James Financial Services Advisors Inc.10,135$544K0.0%-36.0%0.361%
4/12/2023Atlas Private Wealth Advisors5,728$307K0.1%-24.9%0.204%
3/1/2023Smithbridge Asset Management Inc. DE6,079$337K0.1%+13.4%0.233%
2/15/2023Atlas 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%
2/9/2023Chicago Partners Investment Group LLC133,783$8.13M0.5%+7.8%5.126%
2/8/2023Raymond James Financial Services Advisors Inc.15,843$879K0.0%-11.5%0.607%
2/8/2023Cambridge Investment Research Advisors Inc.5,327$296K0.0%+19.6%0.204%
2/8/2023Empirical 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%
2/7/2023Envestnet Asset Management Inc.16,533$918K0.0%-19.0%0.633%
2/6/2023Arkansas 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%
2/3/2023Larson Financial Group LLC1,546$86K0.0%-13.8%0.059%
2/1/2023Bay Colony Advisory Group Inc d b a Bay Colony Advisors9,030$501K0.1%-2.5%0.346%
1/25/2023Camelot Portfolios LLC25,143$1.40M1.0%-7.9%0.963%
1/12/2023Marquette Asset Management LLC87,734$4.87M1.4%+1,487.9%3.311%
11/16/2022Almanack Investment Partners LLC.2,489$124K0.0%N/A0.099%
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11/15/2022Financial Advocates Investment Management90,477$4.52M0.4%+13.7%3.414%
11/14/2022Smith Moore & CO.7,971$399K0.1%+22.8%0.301%
11/14/2022Atlas Private Wealth Advisors7,443$372K0.2%+5.8%0.281%
11/8/2022IFP Advisors Inc2,472$120K0.0%-10.0%0.093%
11/3/2022Empirical Financial Services LLC d.b.a. Empirical Wealth Management50,421$2.52M0.1%-2.5%1.903%
11/3/2022WESCAP Management Group Inc.40,556$2.03M0.8%-6.7%1.530%
11/1/2022Kestra Advisory Services LLC4,658$233K0.0%N/A0.176%
10/31/2022Camelot Portfolios LLC27,299$1.37M1.3%-9.4%1.030%
10/31/2022Aire Advisors LLC5,029$251K0.1%-7.9%0.190%
10/28/2022Walkner Condon Financial Advisors LLC4,439$222K0.1%+8.6%0.168%
(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 Chicago Partners Investment Group LLC ($10.03M), Baird Financial Group Inc. ($9.40M), AE Wealth Management LLC ($9.06M), Marquette Asset Management LLC ($6.27M), LPL Financial LLC ($6.03M), Arkansas Financial Group Inc. ($5.92M), and International Assets Investment Management LLC ($5.73M).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: International Assets Investment Management LLC ($186.84K), AE Wealth Management LLC ($181.11K), Marquette Asset Management LLC ($103.89K), Arkansas Financial Group Inc. ($94.33K), Financial Advocates Investment Management ($52.68K), Chicago Partners Investment Group LLC ($48.45K), and HB Wealth Management LLC ($35K).

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

Institutional investors have bought a total of 921,893 shares in the last 24 months. This purchase volume represents approximately $51.54M 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: Envestnet Asset Management Inc. ($47.48K), WESCAP Management Group Inc. ($25.82K), LPL Financial LLC ($25.41K), Wealthsource Partners LLC ($13.10K), Camelot Portfolios LLC ($10.90K), Raymond James Financial Services Advisors Inc. ($9.29K), and Empirical Financial Services LLC d.b.a. Empirical Wealth Management ($8.11K).

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

Institutional investors have sold a total of 193,041 shares in the last 24 months. This volume of shares sold represents approximately $10.86M in transactions.


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This page (NYSEARCA:FDM) was last updated on 4/23/2024 by MarketBeat.com Staff

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