First Trust Dow J Select MicFDMETF
13F holders, Q4 2024 (December 31)66holders +2
4new positions
4sold out
1famous investor
$68.16avg. 13F price*
At the end of Q4 2024, 66 institutions reported holding First Trust Dow J Select Mic (FDM) in their 13F filings, up 2 from Q3 2024. 4 opened new positions and 4 sold out. The largest holders were Chicago Partners Investment Group LLC ($12.6M), LPL Financial LLC ($11.4M) and Arkansas Financial Group, Inc. ($10.3M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $8.2M |
| Exits | 4 | $398K |
All 13F filers, Q3 2024 → Q4 2024: 215,380 shares bought and 514,207 shares sold, net −298,827 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 66 holders
| Chicago Partners Investment Group LLC | 0.42% | Add +1.1% | 187,715 | $12.6M |
| LPL Financial LLC | 0.00% | Add +35.4% | 167,123 | $11.4M |
| Arkansas Financial Group, Inc. | 1.66% | Add +2.6% | 150,610 | $10.3M |
| Baird Financial Group, Inc. | 0.02% | Reduce -22.6% | 133,671 | $9.1M |
| Morgan Stanley | 0.00% | Add +5.0% | 115,508 | $7.9M |
| Wells Fargo & Company | 0.00% | Reduce -37.3% | 70,139 | $4.8M |
| HB Wealth Management, LLC | 0.03% | No change | 45,000 | $3.1M |
| Citadel Advisors | 0.00% | New | 41,024 | $2.8M |
| Raymond James Financial Inc. | 0.00% | — | 38,621 | $2.6M |
| &partners | 0.03% | New | 38,228 | $2.6M |
| Virtu Financial LLC | 0.13% | New | 37,318 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Add +28.1% | 35,952 | $2.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | Reduce -1.3% | 31,638 | $2.2M |
| Bank of America Corp. | 0.00% | Reduce -1.0% | 24,544 | $1.7M |
| WESCAP Management Group, Inc. | 0.38% | Add +11.7% | 23,085 | $1.6M |
| Kendall Capital Management | 0.44% | Add +1.2% | 22,167 | $1.5M |
| UBS Group AG | 0.00% | Reduce -0.5% | 20,772 | $1.4M |
| Stifel Financial Corp. | 0.00% | Add +100.9% | 20,184 | $1.4M |
| Noble Family Wealth, LLC | 0.36% | Reduce -2.9% | 19,405 | $1.3M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +7.7% | 18,233 | $1.2M |
| Envision Financial LLC | 0.93% | — | 17,091 | $1.2M |
| Camelot Portfolios, LLC | 1.23% | Reduce -4.9% | 16,681 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.6% | 15,826 | $1.1M |
| Allworth Financial LP | 0.01% | Reduce -6.0% | 14,502 | $1.0M |
| Two Sigma Investments, LP | 0.00% | Add +314.3% | 14,500 | $988K |
| Mariner, LLC | 0.00% | Add +0.1% | 11,388 | $776K |
| Royal Bank of Canada | 0.00% | Add +98.0% | 9,199 | $627K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.5% | 9,082 | $619K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.09% | Reduce -12.9% | 8,737 | $596K |
| Pacific Sun Financial Corp | 0.30% | No change | 8,205 | $559K |
| Ausdal Financial Partners, Inc. | 0.05% | Reduce -14.2% | 8,091 | $551K |
| Smith, Moore & Co. | 0.05% | Reduce -1.4% | 7,627 | $520K |
| Osaic Holdings, Inc. | 0.00% | Add +4.6% | 7,033 | $479K |
| Fifth Third Securities, Inc. | 0.04% | Add +25.8% | 7,009 | $478K |
| Jones Financial Companies LLLP | 0.00% | Add +21.9% | 6,518 | $444K |
| Wagner Wealth Management, LLC | 0.11% | Add +1.2% | 6,258 | $427K |
| Independent Financial Group, LLC | 0.01% | Add +9.8% | 6,210 | $423K |
| Captrust Financial Advisors | 0.00% | No change | 6,194 | $422K |
| HighTower Advisors, LLC | 0.00% | Reduce -4.9% | 5,948 | $405K |
| Envestnet Asset Management Inc. | 0.00% | Add +6.1% | 5,518 | $376K |
| Strategic Financial Concepts, LLC | 0.07% | Reduce -7.1% | 5,367 | $366K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 4,700 | $320K |
| Horizon Advisory Services, Inc. | 0.16% | Reduce -98.7% | 4,127 | $281K |
| Kestra Advisory Services, LLC | 0.00% | Add +17.1% | 4,122 | $281K |
| Allodium Investment Consultants, LLC | 0.19% | — | 3,403 | $232K |
| Johnson Investment Counsel Inc. | 0.00% | New | 851 | $207K |
| Aspect Partners, LLC | 0.10% | No change | 2,489 | $170K |
| CoreCap Advisors, LLC | 0.01% | Add +7.1% | 1,995 | $136K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -0.5% | 1,297 | $88K |
| Harbour Investments, Inc. | 0.00% | No change | 946 | $64K |
| Larson Financial Group LLC | 0.00% | Reduce -0.9% | 945 | $64K |
| NewEdge Advisors, LLC | 0.00% | Add +314.3% | 928 | $63K |
| Park Square Financial Group, LLC | 0.03% | — | 562 | $38K |
| Rothschild Investment LLC | 0.00% | No change | 550 | $37K |
| Comerica Bank | 0.00% | Reduce -7.8% | 535 | $36K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 482 | $33K |
| FMR LLC | 0.00% | Reduce -0.2% | 464 | $32K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -6.8% | 262 | $18K |
| Golden State Wealth Management, LLC | 0.00% | — | 255 | $17K |
| Geneos Wealth Management Inc. | 0.00% | No change | 200 | $14K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -88.3% | 118 | $8K |
| Ancora Advisors LLC | 0.00% | No change | 108 | $7K |
| Global Retirement Partners, LLC | 0.00% | Reduce -41.9% | 100 | $7K |
| Key Financial Inc | 0.00% | No change | 63 | $4K |
| SBI Securities Co., Ltd. | 0.00% | — | 37 | $3K |
| Marquette Asset Management, LLC | 0.00% | Reduce -100.0% | 19 | $1K |
"% 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.