First Trust Dow J Select MicFDMETF
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 85 institutions reported holding First Trust Dow J Select Mic (FDM) in their 13F filings, up 1 from Q4 2025. 9 opened new positions and 6 sold out. The largest holders were LPL Financial LLC ($17.6M), Chicago Partners Investment Group LLC ($16.8M) and Private Advisory Group LLC ($15.5M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $1.9M |
| Exits | 6 | $1.9M |
All 13F filers, Q4 2025 → Q1 2026: 109,814 shares bought and 65,586 shares sold, net +44,228 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 85 holders
| LPL Financial LLC | 0.00% | Add +26.8% | 214,367 | $17.6M |
| Chicago Partners Investment Group LLC | 0.38% | Add +0.8% | 192,065 | $16.8M |
| Private Advisory Group LLC | 1.08% | Reduce -0.9% | 189,337 | $15.5M |
| Arkansas Financial Group, Inc. | 1.97% | Reduce -5.1% | 164,639 | $14.1M |
| Baird Financial Group, Inc. | 0.02% | Add +1.3% | 139,406 | $11.4M |
| Morgan Stanley | 0.00% | Reduce -1.2% | 94,507 | $7.8M |
| Wells Fargo & Company | 0.00% | Add +5.7% | 81,786 | $6.7M |
| Raymond James Financial Inc. | 0.00% | Add +0.5% | 55,873 | $4.6M |
| HB Wealth Management, LLC | 0.02% | No change | 45,000 | $3.7M |
| &partners | 0.02% | Reduce -4.9% | 42,823 | $3.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.05% | Reduce -1.1% | 35,823 | $2.9M |
| Kendall Capital Management | 0.41% | Add +9.4% | 24,307 | $2.0M |
| Citadel Advisors | 0.00% | Add +130.3% | 21,318 | $1.7M |
| WESCAP Management Group, Inc. | 0.32% | Reduce -1.9% | 19,596 | $1.6M |
| Jones Financial Companies LLLP | 0.00% | Add +26.2% | 18,770 | $1.5M |
| Bristlecone Value Partners, LLC | 1.12% | Reduce -3.7% | 15,458 | $1.3M |
| Northbridge Financial Group, LLC | 0.54% | Reduce -3.7% | 14,439 | $1.3M |
| Urban Financial Advisory Corp | 0.43% | Add +20.5% | 14,844 | $1.2M |
| Noble Family Wealth, LLC | 0.24% | Reduce -4.9% | 14,205 | $1.2M |
| Bank of America Corp. | 0.00% | Reduce -24.3% | 13,085 | $1.1M |
| Texas Yale Capital Corp. | 0.03% | Add +0.6% | 12,815 | $1.1M |
| Envision Financial LLC | 0.55% | Reduce -13.4% | 12,432 | $1.0M |
| UBS Group AG | 0.00% | Reduce -1.5% | 11,922 | $979K |
| Allworth Financial LP | 0.00% | Reduce -3.1% | 11,413 | $937K |
| Sanctuary Advisors, LLC | 0.01% | Add +30.1% | 11,269 | $925K |
| Camelot Portfolios, LLC | 0.67% | Reduce -23.2% | 10,797 | $886K |
| Two Sigma Investments, LP | 0.00% | Add +72.6% | 10,700 | $878K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.7% | 10,622 | $872K |
| Fifth Third Securities, Inc. | 0.05% | Reduce -0.1% | 9,735 | $799K |
| Stifel Financial Corp. | 0.00% | Reduce -28.9% | 9,541 | $783K |
| E6 Portfolios, LLC | 0.78% | Add +2.0% | 9,156 | $752K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -2.9% | 8,971 | $736K |
| Smith, Moore & Co. | 0.05% | Add +1.7% | 8,862 | $727K |
| Cetera Investment Advisers | 0.00% | Reduce -22.5% | 8,508 | $698K |
| Pacific Sun Financial Corp | 0.32% | Add +0.3% | 8,095 | $664K |
| Mariner, LLC | 0.00% | Reduce -27.9% | 7,845 | $644K |
| Mercer Global Advisors Inc. | 0.00% | Add +10.3% | 7,793 | $640K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +0.0% | 7,704 | $632K |
| Kestra Advisory Services, LLC | 0.00% | Add +62.2% | 6,839 | $561K |
| Captrust Financial Advisors | 0.00% | No change | 6,194 | $508K |
| SHP Wealth Management | 0.04% | New | 6,161 | $506K |
| Wagner Wealth Management, LLC | 0.10% | Reduce -0.1% | 5,782 | $475K |
| Gladstone Institutional Advisory LLC | 0.02% | New | 5,183 | $425K |
| Arkadios Wealth Advisors | 0.01% | New | 5,125 | $421K |
| HighTower Advisors, LLC | 0.00% | Reduce -2.1% | 5,123 | $421K |
| Gemmer Asset Management LLC | 0.03% | Add +0.3% | 4,544 | $373K |
| Royal Bank of Canada | 0.00% | Reduce -37.4% | 4,077 | $335K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +60.0% | 4,073 | $334K |
| Brown Advisory Inc. | 0.00% | No change | 3,770 | $309K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Reduce -11.2% | 3,411 | $280K |
| Allodium Investment Consultants, LLC | 0.13% | No change | 3,403 | $279K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.6% | 3,190 | $262K |
| AQR Capital Management | 0.00% | New | 3,150 | $259K |
| Independent Financial Group, LLC | 0.01% | Reduce -4.1% | 3,068 | $252K |
| Whitaker-Myers Wealth Managers, LTD. | 0.05% | Add +6.2% | 2,984 | $245K |
| Quantinno Capital Management LP | 0.00% | No change | 2,933 | $241K |
| CoreCap Advisors, LLC | 0.01% | Add +0.2% | 2,521 | $207K |
| Smithbridge Asset Management Inc. | 0.03% | Reduce -41.6% | 2,503 | $205K |
| Aspect Partners, LLC | 0.08% | No change | 2,489 | $204K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 2,426 | $199K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,350 | $193K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.4% | 1,515 | $124K |
| Salomon & Ludwin, LLC | 0.01% | No change | 1,291 | $108K |
| Harbour Investments, Inc. | 0.00% | No change | 769 | $63K |
| Creative Financial Designs Inc. | 0.00% | Add +12.1% | 706 | $58K |
| FMR LLC | 0.00% | Add +20.3% | 682 | $56K |
| Rothschild Investment LLC | 0.00% | No change | 550 | $45K |
| Manning & Napier Advisors LLC | 0.00% | No change | 500 | $41K |
| Geneos Wealth Management Inc. | 0.00% | No change | 400 | $33K |
| Mosley Wealth Management | 0.01% | New | 400 | $30K |
| Fifth Third Bancorp | 0.00% | New | 352 | $29K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 261 | $21K |
| Golden State Wealth Management, LLC | 0.00% | No change | 255 | $21K |
| JPMorgan Chase & Co. | 0.00% | New | 220 | $18K |
| AdvisorNet Financial, Inc | 0.00% | No change | 174 | $14K |
| Sound Income Strategies, LLC | 0.00% | No change | 145 | $12K |
| Larson Financial Group LLC | 0.00% | Reduce -13.0% | 141 | $12K |
| Farther Finance Advisors, LLC | 0.00% | No change | 118 | $10K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 112 | $9K |
| Ancora Advisors LLC | 0.00% | No change | 108 | $9K |
| Capital Analysts, LLC | 0.00% | No change | 83 | $7K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.2% | 83 | $7K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 59 | $5K |
| SBI Securities Co., Ltd. | 0.00% | No change | 34 | $3K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 8 | $657 |
"% 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.