First Trust Dow J Select MicFDMETF
13F holders, Q2 2024 (June 30)62holders −1
6new positions
7sold out
$49.49avg. 13F price*
At the end of Q2 2024, 62 institutions reported holding First Trust Dow J Select Mic (FDM) in their 13F filings, down 1 from Q1 2024. 6 opened new positions and 7 sold out. The largest holders were Horizon Advisory Services, Inc. ($18.9M), Chicago Partners Investment Group LLC ($12.0M) and Baird Financial Group, Inc. ($10.4M).
- 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.9M |
| Exits | 7 | $5.0M |
All 13F filers, Q1 2024 → Q2 2024: 494,239 shares bought and 111,096 shares sold, net +383,143 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 62 holders
| Horizon Advisory Services, Inc. | 9.04% | Add +0.1% | 315,172 | $18.9M |
| Chicago Partners Investment Group LLC | 0.47% | Add +2.7% | 181,626 | $12.0M |
| Baird Financial Group, Inc. | 0.02% | Reduce -0.2% | 174,129 | $10.4M |
| Arkansas Financial Group, Inc. | 1.35% | Add +33.7% | 126,087 | $7.6M |
| LPL Financial LLC | 0.00% | Add +7.4% | 125,306 | $7.5M |
| Wells Fargo & Company | 0.00% | Add +7.2% | 111,147 | $6.7M |
| Marquette Asset Management, LLC | 1.10% | Add +3.8% | 107,785 | $6.5M |
| Morgan Stanley | 0.00% | Reduce -2.3% | 107,514 | $6.4M |
| Smithbridge Asset Management Inc. | 0.62% | Reduce -3.3% | 50,142 | $3.0M |
| HB Wealth Management, LLC | 0.03% | Add +28.6% | 45,000 | $2.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | Reduce -13.3% | 32,608 | $2.0M |
| Bank of America Corp. | 0.00% | Add +7.6% | 23,766 | $1.4M |
| Noble Family Wealth, LLC | 0.38% | Reduce -8.0% | 22,088 | $1.3M |
| Kendall Capital Management | 0.43% | No change | 21,759 | $1.3M |
| WESCAP Management Group, Inc. | 0.37% | Reduce -4.1% | 21,582 | $1.3M |
| Camelot Portfolios, LLC | 0.72% | Add +11.3% | 21,290 | $1.3M |
| UBS Group AG | 0.00% | Add +0.1% | 20,360 | $1.2M |
| Allworth Financial LP | 0.01% | New | 16,702 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +2.3% | 16,783 | $1.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -9.3% | 15,968 | $957K |
| Mariner, LLC | 0.00% | Add +7.2% | 11,353 | $681K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.10% | Reduce -0.2% | 10,034 | $601K |
| Ausdal Financial Partners, Inc. | 0.06% | Add +0.1% | 9,500 | $569K |
| Stifel Financial Corp. | 0.00% | Reduce -27.4% | 9,288 | $557K |
| Mercer Global Advisors Inc. | 0.00% | Add +178.6% | 9,277 | $556K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -6.0% | 8,661 | $519K |
| Pacific Sun Financial Corp | 0.30% | No change | 8,555 | $513K |
| Smith, Moore & Co. | 0.05% | Reduce -0.4% | 7,664 | $459K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -16.0% | 7,149 | $429K |
| Osaic Holdings, Inc. | 0.00% | Reduce -38.8% | 6,687 | $401K |
| Captrust Financial Advisors | 0.00% | Reduce -1.1% | 6,261 | $375K |
| HighTower Advisors, LLC | 0.00% | Reduce -2.0% | 6,241 | $373K |
| Wagner Wealth Management, LLC | 0.11% | Reduce -2.5% | 6,142 | $368K |
| Graves Light Lenhart Wealth, Inc. | 0.04% | Add +0.1% | 6,076 | $360K |
| Independent Financial Group, LLC | 0.01% | Reduce -4.9% | 5,962 | $357K |
| Cetera Investment Advisers | 0.00% | Add +54.5% | 5,935 | $356K |
| Fifth Third Securities, Inc. | 0.03% | New | 5,570 | $334K |
| Gemmer Asset Management LLC | 0.03% | New | 5,242 | $314K |
| Royal Bank of Canada | 0.00% | Reduce -73.8% | 4,939 | $296K |
| Raymond James & Associates | 0.00% | Add +14.3% | 4,813 | $288K |
| Kestra Advisory Services, LLC | 0.00% | Add +12.9% | 3,670 | $220K |
| Aspect Partners, LLC | 0.09% | No change | 2,489 | $149K |
| CoreCap Advisors, LLC | 0.01% | Add +2.9% | 1,858 | $111K |
| International Assets Investment Management, LLC | 0.01% | New | 1,441 | $86K |
| Larson Financial Group LLC | 0.01% | Add +0.8% | 1,378 | $83K |
| Salomon & Ludwin, LLC | 0.01% | No change | 1,303 | $78K |
| Harbour Investments, Inc. | 0.00% | Reduce -3.8% | 1,144 | $69K |
| Jones Financial Companies LLLP | 0.00% | New | 1,083 | $65K |
| Farther Finance Advisors, LLC | 0.00% | New | 1,004 | $59K |
| Comerica Bank | 0.00% | Add +1.6% | 588 | $35K |
| Rothschild Investment LLC | 0.00% | No change | 550 | $33K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -27.4% | 482 | $29K |
| ICA Group Wealth Management, LLC | 0.02% | Add +0.9% | 446 | $27K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +8.5% | 281 | $17K |
| Geneos Wealth Management Inc. | 0.00% | No change | 200 | $12K |
| NewEdge Advisors, LLC | 0.00% | No change | 189 | $11K |
| Global Retirement Partners, LLC | 0.00% | No change | 172 | $10K |
| FMR LLC | 0.00% | No change | 143 | $9K |
| Ancora Advisors LLC | 0.00% | No change | 108 | $6K |
| Strategic Financial Concepts, LLC | 0.00% | Add +7220.0% | 387,521 | $6K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Reduce -19.1% | 85 | $5K |
| Key Financial Inc | 0.00% | No change | 63 | $4K |
"% 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.