First Trust Dow J Select MicFDMETF

13F holders, Q1 2025 (March 31)
69holders +3
5new positions
2sold out
1famous investor
$61.61avg. 13F price*

At the end of Q1 2025, 69 institutions reported holding First Trust Dow J Select Mic (FDM) in their 13F filings, up 3 from Q4 2024. 5 opened new positions and 2 sold out. The largest holders were Chicago Partners Investment Group LLC ($11.8M), Arkansas Financial Group, Inc. ($9.4M) and Baird Financial Group, Inc. ($8.9M). 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

020406080100 Q1 2024: 63Q1 2024Q2 2024: 62Q2 2024Q3 2024: 64Q3 2024Q4 2024: 66Q4 2024Q1 2025: 69Q1 2025Q2 2025: 72Q2 2025Q3 2025: 75Q3 2025Q4 2025: 84Q4 2025Q1 2026: 85Q1 2026Q2 2026: 93Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions5$2.2M
Exits2$208K

All 13F filers, Q4 2024 → Q1 2025: 77,228 shares bought and 155,061 shares sold, net −77,833 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 69 holders

Chicago Partners Investment Group LLC 0.39% Add +1.8% 191,012 $11.8M
Arkansas Financial Group, Inc. 1.62% Add +8.6% 163,504 $9.4M
Baird Financial Group, Inc. 0.02% Add +7.1% 143,172 $8.9M
LPL Financial LLC 0.00% Reduce -15.9% 140,613 $8.7M
Morgan Stanley 0.00% Reduce -9.5% 104,554 $6.5M
Wells Fargo & Company 0.00% Add +7.7% 75,550 $4.7M
HB Wealth Management, LLC 0.02% No change 45,000 $2.8M
&partners 0.03% Add +3.7% 39,655 $2.5M
Raymond James Financial Inc. 0.00% Reduce -3.1% 37,411 $2.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% Reduce -6.2% 29,692 $1.8M
Bank of America Corp. 0.00% Reduce -6.8% 22,877 $1.4M
WESCAP Management Group, Inc. 0.34% Reduce -2.2% 22,574 $1.4M
Kendall Capital Management 0.40% Reduce -0.7% 22,019 $1.4M
Smithbridge Asset Management Inc. 0.24% — 20,885 $1.3M
Camelot Portfolios, LLC 0.78% Add +20.4% 20,093 $1.2M
Atria Wealth Solutions, Inc. 0.01% Add +6.7% 19,457 $1.2M
Noble Family Wealth, LLC 0.27% Reduce -17.4% 16,021 $996K
Envision Financial LLC 0.75% Reduce -6.5% 15,980 $994K
Commonwealth Equity Services, LLC 0.00% Reduce -2.5% 15,427 $959K
Virtu Financial LLC 0.05% Reduce -60.9% 14,579 $907K
Citadel Advisors 0.00% Reduce -65.1% 14,309 $890K
Allworth Financial LP 0.01% Add +0.1% 14,515 $883K
Two Sigma Investments, LP 0.00% Reduce -2.8% 14,100 $877K
UBS Group AG 0.00% Reduce -38.4% 12,793 $796K
Mariner, LLC 0.00% Add +0.6% 11,453 $712K
Jane Street Group, LLC 0.00% New 10,685 $664K
Apollon Wealth Management, LLC 0.01% New 10,387 $646K
Texas Yale Capital Corp. 0.03% New 10,000 $622K
Stifel Financial Corp. 0.00% Reduce -54.6% 9,157 $569K
Jones Financial Companies LLLP 0.00% Add +39.8% 9,114 $569K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.08% Add +0.8% 8,809 $550K
Mercer Global Advisors Inc. 0.00% Reduce -2.8% 8,825 $549K
Pacific Sun Financial Corp 0.29% No change 8,205 $510K
Ausdal Financial Partners, Inc. 0.04% Reduce -2.1% 7,923 $493K
Smith, Moore & Co. 0.04% Reduce -0.8% 7,565 $470K
Osaic Holdings, Inc. 0.00% Add +3.3% 7,266 $452K
Fifth Third Securities, Inc. 0.04% Reduce -0.5% 6,971 $433K
Susquehanna International Group, LLP 0.00% Reduce -81.0% 6,826 $424K
Wagner Wealth Management, LLC 0.10% Add +0.7% 6,301 $392K
Captrust Financial Advisors 0.00% No change 6,194 $385K
Strategic Financial Concepts, LLC 0.07% Add +15.3% 6,188 $385K
HighTower Advisors, LLC 0.00% Add +0.1% 5,953 $370K
Independent Financial Group, LLC 0.01% Reduce -6.3% 5,817 $362K
Royal Bank of Canada 0.00% Reduce -38.2% 5,683 $353K
Gemmer Asset Management LLC 0.03% New 4,692 $292K
Envestnet Asset Management Inc. 0.00% Reduce -15.1% 4,683 $291K
Kestra Advisory Services, LLC 0.00% Reduce -2.4% 4,024 $250K
Horizon Advisory Services, Inc. 0.13% Reduce -13.1% 3,588 $223K
Allodium Investment Consultants, LLC 0.16% No change 3,403 $212K
Aspect Partners, LLC 0.09% No change 2,489 $155K
Brown Brothers Harriman & Co. 0.00% Reduce -50.0% 2,350 $146K
CoreCap Advisors, LLC 0.01% Add +3.6% 2,067 $129K
Salomon & Ludwin, LLC 0.01% No change 1,297 $81K
NewEdge Advisors, LLC 0.00% Add +31.8% 1,223 $76K
Larson Financial Group LLC 0.00% Reduce -0.2% 943 $59K
Harbour Investments, Inc. 0.00% Reduce -4.9% 900 $56K
Park Square Financial Group, LLC 0.03% No change 562 $35K
Rothschild Investment LLC 0.00% No change 550 $34K
Comerica Bank 0.00% Reduce -8.8% 488 $30K
PNC Financial Services Group, Inc. 0.00% No change 482 $30K
FMR LLC 0.00% Reduce -2.4% 453 $28K
Steward Partners Investment Advisory, LLC 0.00% No change 262 $16K
Golden State Wealth Management, LLC 0.00% No change 255 $16K
Geneos Wealth Management Inc. 0.00% No change 200 $12K
Farther Finance Advisors, LLC 0.00% No change 118 $7K
Ancora Advisors LLC 0.00% No change 108 $7K
Capital Analysts, LLC 0.00% New 83 $5K
Key Financial Inc 0.00% No change 63 $4K
SBI Securities Co., Ltd. 0.00% Reduce -8.1% 34 $2K

"% 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.