First Trust Dow J Select MicFDMETF

13F holders, Q1 2026 (March 31)
85holders +1
9new positions
6sold out
2famous investors
$83.11avg. 13F price*

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

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 2025 → Q1 2026

InstitutionsTotal Value
New Positions9$1.9M
Exits6$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.