First Trust Dow J Select MicFDMETF
13F holders, Q3 2024 (September 30)64holders +2
5new positions
2sold out
$64.11avg. 13F price*
At the end of Q3 2024, 64 institutions reported holding First Trust Dow J Select Mic (FDM) in their 13F filings, up 2 from Q2 2024. 5 opened new positions and 2 sold out. The largest holders were Horizon Advisory Services, Inc. ($20.2M), Chicago Partners Investment Group LLC ($11.9M) and Baird Financial Group, Inc. ($11.1M).
- Company
- First Trust Dow J Select Mic
- CUSIP
- 33718M105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $2.4M |
| Exits | 2 | $715K |
All 13F filers, Q2 2024 → Q3 2024: 73,451 shares bought and 411,827 shares sold, net −338,376 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 64 holders
| Horizon Advisory Services, Inc. | 9.22% | Add +0.1% | 315,400 | $20.2M |
| Chicago Partners Investment Group LLC | 0.43% | Add +2.2% | 185,700 | $11.9M |
| Baird Financial Group, Inc. | 0.02% | Reduce -0.8% | 172,702 | $11.1M |
| Arkansas Financial Group, Inc. | 1.54% | Add +16.4% | 146,768 | $9.4M |
| LPL Financial LLC | 0.00% | Reduce -1.5% | 123,421 | $7.9M |
| Wells Fargo & Company | 0.00% | Add +0.7% | 111,897 | $7.2M |
| Morgan Stanley | 0.00% | Add +2.3% | 109,990 | $7.1M |
| Marquette Asset Management, LLC | 1.10% | Add +0.4% | 108,200 | $6.9M |
| Smithbridge Asset Management Inc. | 0.54% | Reduce -3.2% | 48,552 | $3.1M |
| HB Wealth Management, LLC | 0.03% | No change | 45,000 | $2.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | Reduce -1.7% | 32,044 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | New | 28,063 | $1.8M |
| Bank of America Corp. | 0.00% | Add +4.3% | 24,784 | $1.6M |
| Kendall Capital Management | 0.43% | Add +0.7% | 21,907 | $1.4M |
| UBS Group AG | 0.00% | Add +2.5% | 20,868 | $1.3M |
| WESCAP Management Group, Inc. | 0.33% | Reduce -4.2% | 20,671 | $1.3M |
| Noble Family Wealth, LLC | 0.34% | Reduce -9.5% | 19,986 | $1.3M |
| Camelot Portfolios, LLC | 1.11% | Reduce -17.6% | 17,533 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +0.8% | 16,924 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.3% | 15,919 | $1.0M |
| Allworth Financial LP | 0.01% | Reduce -7.6% | 15,432 | $989K |
| Mariner, LLC | 0.00% | Add +0.2% | 11,373 | $729K |
| Stifel Financial Corp. | 0.00% | Add +8.2% | 10,047 | $644K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.10% | Add +0.0% | 10,036 | $643K |
| Ausdal Financial Partners, Inc. | 0.06% | Reduce -0.8% | 9,426 | $604K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -1.6% | 9,128 | $583K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +1.3% | 8,769 | $562K |
| Pacific Sun Financial Corp | 0.29% | Reduce -4.1% | 8,205 | $526K |
| Smith, Moore & Co. | 0.05% | Add +1.0% | 7,739 | $496K |
| Osaic Holdings, Inc. | 0.00% | Add +0.5% | 6,721 | $431K |
| HighTower Advisors, LLC | 0.00% | Add +0.2% | 6,256 | $403K |
| Captrust Financial Advisors | 0.00% | Reduce -1.1% | 6,194 | $397K |
| Wagner Wealth Management, LLC | 0.11% | Add +0.7% | 6,182 | $396K |
| Strategic Financial Concepts, LLC | 0.12% | Reduce -98.5% | 5,779 | $370K |
| Independent Financial Group, LLC | 0.01% | Reduce -5.1% | 5,658 | $363K |
| Fifth Third Securities, Inc. | 0.03% | No change | 5,570 | $357K |
| Jones Financial Companies LLLP | 0.00% | Add +393.8% | 5,348 | $341K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -27.3% | 5,199 | $333K |
| Raymond James & Associates | 0.00% | Add +3.3% | 4,971 | $319K |
| Brown Brothers Harriman & Co. | 0.00% | New | 4,700 | $301K |
| Gemmer Asset Management LLC | 0.03% | Reduce -10.6% | 4,689 | $301K |
| Royal Bank of Canada | 0.00% | Reduce -5.9% | 4,647 | $298K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -4.1% | 3,520 | $226K |
| Two Sigma Investments, LP | 0.00% | New | 3,500 | $224K |
| Aspect Partners, LLC | 0.09% | No change | 2,489 | $160K |
| CoreCap Advisors, LLC | 0.01% | Add +0.3% | 1,863 | $119K |
| International Assets Investment Management, LLC | 0.01% | No change | 1,441 | $92K |
| Salomon & Ludwin, LLC | 0.01% | No change | 1,303 | $84K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,004 | $64K |
| Larson Financial Group LLC | 0.00% | Reduce -30.8% | 954 | $61K |
| Harbour Investments, Inc. | 0.00% | Reduce -17.3% | 946 | $61K |
| New Potomac Partners, LLC | 0.03% | New | 910 | $58K |
| Comerica Bank | 0.00% | Reduce -1.4% | 580 | $37K |
| Rothschild Investment LLC | 0.00% | No change | 550 | $35K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 482 | $31K |
| FMR LLC | 0.00% | Add +225.2% | 465 | $30K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 281 | $18K |
| NewEdge Advisors, LLC | 0.00% | Add +18.5% | 224 | $14K |
| Geneos Wealth Management Inc. | 0.00% | No change | 200 | $13K |
| Global Retirement Partners, LLC | 0.00% | No change | 172 | $11K |
| Ancora Advisors LLC | 0.00% | No change | 108 | $7K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 85 | $5K |
| Key Financial Inc | 0.00% | No change | 63 | $4K |
| JPMorgan Chase & Co. | 0.00% | New | 1 | $71 |
"% 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.