First Trust Dow J Select MicFDMETF
13F holders, Q1 2024 (March 31)63holders
1famous investor
$62.78avg. 13F price*
At the end of Q1 2024, 63 institutions reported holding First Trust Dow J Select Mic (FDM) in their 13F filings. The largest holders were Horizon Advisory Services, Inc. ($19.8M), Baird Financial Group, Inc. ($11.0M) and Chicago Partners Investment Group LLC ($10.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- First Trust Dow J Select Mic
- CUSIP
- 33718M105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.5M |
| Exits | 5 | $1.3M |
Ownership 63 holders
| Horizon Advisory Services, Inc. | 9.21% | — | 315,015 | $19.8M |
| Baird Financial Group, Inc. | 0.02% | Add +1.4% | 174,527 | $11.0M |
| Chicago Partners Investment Group LLC | 0.45% | Add +4.3% | 176,828 | $10.7M |
| LPL Financial LLC | 0.00% | Add +2.1% | 116,672 | $7.3M |
| Morgan Stanley | 0.00% | Reduce -2.3% | 110,072 | $6.9M |
| Marquette Asset Management, LLC | 1.13% | Add +1.6% | 103,807 | $6.5M |
| Wells Fargo & Company | 0.00% | Add +1.3% | 103,664 | $6.5M |
| Arkansas Financial Group, Inc. | 1.04% | Add +5.7% | 94,332 | $5.9M |
| Smithbridge Asset Management Inc. | 0.67% | Add +195.5% | 51,838 | $3.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.07% | Reduce -14.0% | 37,613 | $2.4M |
| HB Wealth Management, LLC | 0.03% | No change | 35,000 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Add +252.3% | 33,765 | $2.1M |
| Noble Family Wealth, LLC | 0.43% | Reduce -13.6% | 23,999 | $1.5M |
| WESCAP Management Group, Inc. | 0.41% | Reduce -2.1% | 22,505 | $1.4M |
| Bank of America Corp. | 0.00% | Add +8.7% | 22,096 | $1.4M |
| Kendall Capital Management | 0.47% | Add +36.6% | 21,759 | $1.4M |
| Citadel Advisors | 0.00% | Add +184.6% | 21,642 | $1.4M |
| UBS Group AG | 0.00% | Add +2.5% | 20,333 | $1.3M |
| Camelot Portfolios, LLC | 1.17% | Reduce -21.9% | 19,133 | $1.2M |
| Royal Bank of Canada | 0.00% | Reduce -25.3% | 18,884 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.6% | 17,595 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +2.1% | 16,411 | $1.0M |
| Stifel Financial Corp. | 0.00% | Reduce -14.1% | 12,800 | $803K |
| Osaic Holdings, Inc. | 0.00% | Reduce -10.3% | 10,918 | $685K |
| Woodward Diversified Capital, LLC | 0.42% | Reduce -2.5% | 3,266 | $670K |
| Mariner, LLC | 0.00% | Add +89.4% | 10,592 | $665K |
| Hartline Investment Corp./ | 0.11% | New | 10,050 | $631K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.11% | Add +16.9% | 10,050 | $631K |
| Ausdal Financial Partners, Inc. | 0.07% | Reduce -1.6% | 9,489 | $596K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -9.9% | 9,216 | $578K |
| Pacific Sun Financial Corp | 0.31% | Add +0.6% | 8,555 | $537K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -8.4% | 8,514 | $534K |
| Smith, Moore & Co. | 0.05% | Reduce -4.0% | 7,694 | $483K |
| HighTower Advisors, LLC | 0.00% | Reduce -5.3% | 6,371 | $401K |
| Captrust Financial Advisors | 0.00% | No change | 6,334 | $398K |
| Wagner Wealth Management, LLC | 0.12% | Add +1.8% | 6,299 | $395K |
| Independent Financial Group, LLC | 0.02% | Reduce -1.3% | 6,269 | $393K |
| Graves Light Lenhart Wealth, Inc. | 0.04% | Add +0.0% | 6,069 | $381K |
| Strategic Financial Concepts, LLC | 0.08% | New | 5,294 | $332K |
| Raymond James & Associates | 0.00% | Add +0.9% | 4,211 | $264K |
| Cetera Investment Advisers | 0.00% | New | 3,841 | $241K |
| Naples Global Advisors, LLC | 0.02% | No change | 3,650 | $229K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -3.0% | 3,330 | $209K |
| Kestra Advisory Services, LLC | 0.00% | New | 3,251 | $204K |
| Aspect Partners, LLC | 0.12% | No change | 2,489 | $156K |
| CoreCap Advisors, LLC | 0.01% | New | 1,806 | $113K |
| Larson Financial Group LLC | 0.01% | Reduce -8.9% | 1,367 | $86K |
| Salomon & Ludwin, LLC | 0.01% | No change | 1,303 | $82K |
| Harbour Investments, Inc. | 0.00% | No change | 1,189 | $75K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 664 | $42K |
| Comerica Bank | 0.00% | Reduce -34.7% | 579 | $36K |
| Rothschild Investment LLC | 0.00% | No change | 550 | $35K |
| ICA Group Wealth Management, LLC | 0.01% | Add +9.9% | 442 | $28K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 259 | $16K |
| Geneos Wealth Management Inc. | 0.00% | No change | 200 | $13K |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.6% | 189 | $12K |
| Global Retirement Partners, LLC | 0.00% | Reduce -23.9% | 172 | $11K |
| FMR LLC | 0.00% | No change | 143 | $9K |
| Ancora Advisors LLC | 0.00% | No change | 108 | $7K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Reduce -61.1% | 105 | $7K |
| Key Financial Inc | 0.00% | No change | 63 | $4K |
| JPMorgan Chase & Co. | 0.00% | No change | 24 | $2K |
| Principal Securities, Inc. | 0.00% | New | 13 | $816 |
"% of holder's portfolio" is FDM's weight in each manager's 13F, not the share of First Trust Dow J Select Mic the manager owns.