First Trust Dow J Select MicFDMETF

13F holders, Q3 2025 (September 30)
75holders +3
10new positions
6sold out
$75.70avg. 13F price*

At the end of Q3 2025, 75 institutions reported holding First Trust Dow J Select Mic (FDM) in their 13F filings, up 3 from Q2 2025. 10 opened new positions and 6 sold out. The largest holders were Chicago Partners Investment Group LLC ($14.4M), Private Advisory Group LLC ($13.8M) and Arkansas Financial Group, Inc. ($13.3M).

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions10$6.8M
Exits6$1.7M

All 13F filers, Q2 2025 → Q3 2025: 130,839 shares bought and 64,428 shares sold, net +66,411 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 75 holders

Chicago Partners Investment Group LLC 0.38% Add +0.3% 191,324 $14.4M
Private Advisory Group LLC 1.21% Add +6.0% 182,544 $13.8M
Arkansas Financial Group, Inc. 1.96% Add +0.4% 175,696 $13.3M
LPL Financial LLC 0.00% Add +13.1% 160,434 $12.2M
Baird Financial Group, Inc. 0.02% Add +1.1% 136,640 $10.4M
Morgan Stanley 0.00% Reduce -9.4% 95,102 $7.2M
Wells Fargo & Company 0.00% Add +0.8% 77,926 $5.9M
HB Wealth Management, LLC 0.02% New 45,000 $3.4M
&partners 0.02% Add +3.2% 44,254 $3.4M
Raymond James Financial Inc. 0.00% Reduce -1.9% 37,391 $2.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.06% Reduce -2.8% 36,365 $2.8M
Susquehanna International Group, LLP 0.00% Add +6.3% 27,315 $2.1M
Bank of America Corp. 0.00% Add +4.0% 25,890 $2.0M
Kendall Capital Management 0.38% No change 22,209 $1.7M
WESCAP Management Group, Inc. 0.34% Reduce -1.9% 21,532 $1.6M
Camelot Portfolios, LLC 0.79% Reduce -2.6% 17,627 $1.3M
Noble Family Wealth, LLC 0.26% No change 15,361 $1.2M
Envision Financial LLC 0.62% Add +0.2% 14,341 $1.1M
HRT Financial LP 0.00% New 14,058 $1.1M
Two Sigma Investments, LP 0.00% No change 13,600 $1.0M
Jones Financial Companies LLLP 0.00% Add +16.2% 12,843 $982K
UBS Group AG 0.00% Add +10.5% 12,021 $911K
Allworth Financial LP 0.00% Reduce -18.2% 11,802 $894K
Urban Financial Advisory Corp 0.41% New 11,657 $883K
Cetera Investment Advisers 0.00% New 11,631 $881K
Mariner, LLC 0.00% No change 10,885 $825K
Texas Yale Capital Corp. 0.03% Add +7.4% 10,740 $814K
Stifel Financial Corp. 0.00% Reduce -10.8% 9,922 $752K
Osaic Holdings, Inc. 0.00% Reduce -25.6% 9,691 $729K
Apollon Wealth Management, LLC 0.01% Reduce -1.5% 9,564 $724K
Fifth Third Securities, Inc. 0.05% Add +3.1% 8,955 $678K
Smith, Moore & Co. 0.05% Add +3.5% 8,273 $627K
Pacific Sun Financial Corp 0.30% No change 8,205 $622K
Mercer Global Advisors Inc. 0.00% Reduce -3.6% 7,781 $589K
Ausdal Financial Partners, Inc. 0.03% Reduce -0.9% 7,697 $583K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.06% Reduce -25.8% 6,352 $481K
Captrust Financial Advisors 0.00% No change 6,194 $469K
Wagner Wealth Management, LLC 0.10% Add +0.4% 5,758 $436K
Independent Financial Group, LLC 0.01% Reduce -0.5% 5,590 $423K
Gemmer Asset Management LLC 0.03% Reduce -1.2% 4,446 $337K
Kestra Advisory Services, LLC 0.00% Add +9.9% 4,424 $335K
HighTower Advisors, LLC 0.00% Reduce -10.8% 4,384 $332K
Commonwealth Equity Services, LLC 0.00% Reduce -80.3% 3,860 $292K
Royal Bank of Canada 0.00% Reduce -26.4% 3,710 $281K
Allodium Investment Consultants, LLC 0.15% No change 3,403 $258K
Sanctuary Advisors, LLC 0.00% New 3,287 $249K
Smithbridge Asset Management Inc. 0.03% Reduce -1.3% 2,830 $214K
Whitaker-Myers Wealth Managers, LTD. 0.05% New 2,768 $210K
Aspect Partners, LLC 0.09% No change 2,489 $189K
Brown Brothers Harriman & Co. 0.00% No change 2,350 $178K
CoreCap Advisors, LLC 0.01% Add +3.7% 2,054 $156K
NewEdge Advisors, LLC 0.00% Add +18.8% 1,453 $110K
Salomon & Ludwin, LLC 0.01% No change 1,297 $98K
Global Retirement Partners, LLC 0.00% No change 1,016 $77K
Harbour Investments, Inc. 0.00% No change 769 $58K
Rothschild Investment LLC 0.00% No change 550 $42K
Manning & Napier Advisors LLC 0.00% New 500 $38K
Geneos Wealth Management Inc. 0.00% No change 400 $30K
Comerica Bank 0.00% Reduce -13.6% 395 $30K
FMR LLC 0.00% Reduce -0.5% 377 $29K
Larson Financial Group LLC 0.00% Reduce -63.1% 323 $24K
Northwestern Mutual Wealth Management Co. 0.00% New 312 $24K
Steward Partners Investment Advisory, LLC 0.00% No change 261 $20K
Golden State Wealth Management, LLC 0.00% No change 255 $19K
JPMorgan Chase & Co. 0.00% New 250 $19K
Bank of Montreal 0.00% No change 150 $11K
Farther Finance Advisors, LLC 0.00% No change 118 $9K
Ancora Advisors LLC 0.00% No change 108 $8K
SJS Investment Consulting Inc. 0.00% Reduce -2.9% 100 $8K
PNC Financial Services Group, Inc. 0.00% Reduce -83.0% 82 $6K
Capital Analysts, LLC 0.00% No change 83 $6K
Key Financial Inc 0.00% No change 63 $5K
Glass Jacobson Investment Advisors llc 0.00% No change 58 $4K
SBI Securities Co., Ltd. 0.00% No change 34 $3K
Citigroup Inc. 0.00% New 1 $76

"% 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.