First Trust Dow J Select MicFDMETF

13F holders, Q4 2025 (December 31)
84holders +9
8new positions
3sold out
1famous investor
$80.01avg. 13F price*

At the end of Q4 2025, 84 institutions reported holding First Trust Dow J Select Mic (FDM) in their 13F filings, up 9 from Q3 2025. 8 opened new positions and 3 sold out. The largest holders were Chicago Partners Investment Group LLC ($15.8M), Private Advisory Group LLC ($15.2M) and Arkansas Financial Group, Inc. ($13.8M). 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions8$1.7M
Exits3$1.1M

All 13F filers, Q3 2025 → Q4 2025: 80,311 shares bought and 55,617 shares sold, net +24,694 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 84 holders

Chicago Partners Investment Group LLC 0.39% Reduce -0.4% 190,478 $15.8M
Private Advisory Group LLC 1.20% Add +4.6% 191,000 $15.2M
Arkansas Financial Group, Inc. 1.99% Reduce -1.3% 173,432 $13.8M
LPL Financial LLC 0.00% Add +5.4% 169,032 $13.5M
Baird Financial Group, Inc. 0.02% Add +0.7% 137,581 $11.0M
Morgan Stanley 0.00% Add +0.6% 95,648 $7.6M
Wells Fargo & Company 0.00% Reduce -0.7% 77,369 $6.2M
Raymond James Financial Inc. 0.00% Add +48.7% 55,614 $4.4M
&partners 0.02% Add +1.7% 45,017 $3.6M
HB Wealth Management, LLC 0.02% No change 45,000 $3.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% Reduce -0.3% 36,238 $2.9M
Kendall Capital Management 0.37% No change 22,209 $1.8M
WESCAP Management Group, Inc. 0.32% Reduce -7.2% 19,980 $1.6M
Susquehanna International Group, LLP 0.00% Reduce -29.3% 19,305 $1.5M
Bank of America Corp. 0.00% Reduce -33.3% 17,273 $1.4M
Bristlecone Value Partners, LLC 1.47% — 16,049 $1.3M
Northbridge Financial Group, LLC 0.54% — 14,987 $1.2M
Noble Family Wealth, LLC 0.25% Reduce -2.7% 14,941 $1.2M
Jones Financial Companies LLLP 0.00% Add +15.8% 14,876 $1.2M
Envision Financial LLC 0.60% Add +0.1% 14,360 $1.1M
Camelot Portfolios, LLC 0.69% Reduce -20.2% 14,061 $1.1M
Stifel Financial Corp. 0.00% Add +35.3% 13,427 $1.1M
Texas Yale Capital Corp. 0.03% Add +18.6% 12,740 $1.0M
Urban Financial Advisory Corp 0.39% Add +5.7% 12,320 $981K
UBS Group AG 0.00% Add +0.7% 12,106 $964K
Allworth Financial LP 0.00% Reduce -0.2% 11,779 $938K
Cetera Investment Advisers 0.00% Reduce -5.7% 10,974 $874K
Mariner, LLC 0.00% No change 10,885 $867K
Osaic Holdings, Inc. 0.00% Add +10.4% 10,696 $852K
Fifth Third Securities, Inc. 0.05% Add +8.8% 9,745 $776K
Citadel Advisors 0.00% New 9,258 $737K
Apollon Wealth Management, LLC 0.01% Reduce -3.4% 9,237 $735K
E6 Portfolios, LLC 0.82% — 8,975 $715K
Smith, Moore & Co. 0.05% Add +5.3% 8,714 $694K
Sanctuary Advisors, LLC 0.00% Add +163.6% 8,664 $690K
Pacific Sun Financial Corp 0.31% Reduce -1.6% 8,075 $643K
Ausdal Financial Partners, Inc. 0.03% Add +0.1% 7,702 $613K
Mercer Global Advisors Inc. 0.00% Reduce -9.2% 7,068 $563K
Royal Bank of Canada 0.00% Add +75.4% 6,508 $518K
Two Sigma Investments, LP 0.00% Reduce -54.4% 6,200 $494K
Captrust Financial Advisors 0.00% No change 6,194 $493K
Wagner Wealth Management, LLC 0.10% Add +0.5% 5,786 $461K
HighTower Advisors, LLC 0.00% Add +19.3% 5,232 $417K
Gemmer Asset Management LLC 0.03% Add +1.9% 4,531 $361K
Smithbridge Asset Management Inc. 0.03% Add +51.5% 4,286 $341K
Kestra Advisory Services, LLC 0.00% Reduce -4.7% 4,216 $336K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% Reduce -39.5% 3,842 $306K
Brown Advisory Inc. 0.00% New 3,770 $300K
Entelevest, LLC 0.28% — 3,441 $274K
Allodium Investment Consultants, LLC 0.14% No change 3,403 $271K
Commonwealth Equity Services, LLC 0.00% Reduce -15.2% 3,275 $261K
Independent Financial Group, LLC 0.01% Reduce -42.8% 3,198 $255K
Quantinno Capital Management LP 0.00% New 2,933 $234K
Whitaker-Myers Wealth Managers, LTD. 0.05% Add +1.6% 2,811 $224K
Cambridge Investment Research Advisors, Inc. 0.00% New 2,546 $203K
CoreCap Advisors, LLC 0.01% Add +22.4% 2,515 $200K
Aspect Partners, LLC 0.09% No change 2,489 $198K
Brown Brothers Harriman & Co. 0.00% No change 2,350 $187K
NewEdge Advisors, LLC 0.00% Add +4.7% 1,521 $121K
International Assets Investment Management, LLC 0.01% New 1,427 $114K
Salomon & Ludwin, LLC 0.01% Reduce -0.5% 1,291 $103K
Global Retirement Partners, LLC 0.00% No change 1,016 $81K
Harbour Investments, Inc. 0.00% No change 769 $61K
Creative Financial Designs Inc. 0.00% New 630 $50K
FMR LLC 0.00% Add +50.4% 567 $45K
Rothschild Investment LLC 0.00% No change 550 $44K
Manning & Napier Advisors LLC 0.00% No change 500 $40K
Geneos Wealth Management Inc. 0.00% No change 400 $32K
Comerica Bank 0.00% No change 395 $31K
Steward Partners Investment Advisory, LLC 0.00% No change 261 $21K
Golden State Wealth Management, LLC 0.00% No change 255 $20K
AdvisorNet Financial, Inc 0.00% New 174 $14K
Larson Financial Group LLC 0.00% Reduce -49.9% 162 $13K
Sound Income Strategies, LLC 0.00% New 145 $12K
Bank of Montreal 0.00% No change 150 $12K
Farther Finance Advisors, LLC 0.00% No change 118 $9K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -64.1% 112 $9K
Ancora Advisors LLC 0.00% No change 108 $9K
SJS Investment Consulting Inc. 0.00% No change 100 $8K
Capital Analysts, LLC 0.00% No change 83 $7K
PNC Financial Services Group, Inc. 0.00% No change 82 $7K
Glass Jacobson Investment Advisors llc 0.00% Add +1.7% 59 $5K
SBI Securities Co., Ltd. 0.00% No change 34 $3K
Key Financial Inc 0.00% Reduce -58.7% 26 $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.