Who Owns First Trust Dow Jones Select MicroCap Index Fund (FDM)?Hedge Fund & Institutional Holders

$80.20-0.66 (-0.82%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.5082000100000002e+259T

% of Float Held

—

QoQ Change in Holders

+7 / -3

Price History

$55.48$63.44$71.41$79.37$87.33Sep 24Jun 25Mar 26

FDM — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Private Advisory Group LLCIncreased+8K+$1.4B
Noble Family Wealth, LLCNew Position+15K+$1.2B
RAYMOND JAMES FINANCIAL INCIncreased+18K+$1.2B
JONES FINANCIAL COMPANIES LLLPNew Position+15K+$1.0B
Wagner Wealth Management, LLCNew Position+6K+$460.0M
STIFEL FINANCIAL CORPIncreased+4K+$248.4M
Whitaker-Myers Wealth Managers, LTD.New Position+3K+$223.0M
Texas Yale Capital Corp.Increased+2K+$200.4M
CoreCap Advisors, LLCNew Position+3K+$200.0M
Aspect Partners, LLCNew Position+2K+$198.0M
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+1K+$113.0M
Urban Financial Advisory CorpIncreased+663+$97.0M
SMITH, MOORE & CO.Increased+441+$66.3M
Envision Financial LLCIncreased+19+$56.6M
UBS Group AGIncreased+85+$52.4M

FDM — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Empirical Financial Services, LLC d.b.a. Empirical Wealth ManagementDecreased-127-$2.8B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-8K-$1.1B
TWO SIGMA INVESTMENTS, LPDecreased-7K-$1.0B
Allworth Financial LPDecreased-23-$893.0M
Cetera Investment AdvisersDecreased-657-$881.1M
MERCER GLOBAL ADVISORS INC /ADVDecreased-713-$589.4M
Camelot Portfolios, LLCDecreased-4K-$216.3M
Larson Financial Group LLCDecreased-161-$24.5M
JPMORGAN CHASE & COClosed Position-250-$18.0M
BANK OF AMERICA CORP /DE/Decreased-9K-$2.0M
HRT FINANCIAL LPClosed Position-14K-$1.1M
Kestra Advisory Services, LLCDecreased-208-$335K
CITIGROUP INCClosed Position-1-$76K
PACIFIC SUN FINANCIAL CORPDecreased-130-$-20.5M
WELLS FARGO & COMPANY/MNDecreased-557-$-97.1M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Private Advisory Group LLC189,440$15.1B1.18%Share
2Baird Financial Group, Inc.137,581$10.0B0.02%Share
3WELLS FARGO & COMPANY/MN38,394$3.0B0.00%Share
4WELLS FARGO & COMPANY/MN38,975$3.0B0.00%Share
5RAYMOND JAMES FINANCIAL INC28,790$2.0B0.00%Share
6RAYMOND JAMES FINANCIAL INC26,824$2.0B0.00%Share
7Noble Family Wealth, LLC14,941$1.2B0.25%Share
8Envision Financial LLC14,360$1.1B0.60%Share
9Camelot Portfolios, LLC14,061$1.1B0.69%Share
10Texas Yale Capital Corp.12,740$1.0B0.03%Share
11SUSQUEHANNA INTERNATIONAL GROUP, LLP19,305$1.0B0.00%Share
12JONES FINANCIAL COMPANIES LLLP14,876$1.0B0.00%Share
13STIFEL FINANCIAL CORP13,427$1.0B0.00%Share
14Urban Financial Advisory Corp12,320$980.0M0.38%Share
15UBS Group AG12,106$963.0M0.00%Share
16SMITH, MOORE & CO.8,714$693.0M0.05%Share
17PACIFIC SUN FINANCIAL CORP8,075$642.0M0.31%Share
18Wagner Wealth Management, LLC5,786$460.0M0.10%Share
19Allodium Investment Consultants, LLC3,403$270.0M0.14%Share
20Whitaker-Myers Wealth Managers, LTD.2,811$223.0M0.05%Share
21CoreCap Advisors, LLC2,515$200.0M0.01%Share
22Aspect Partners, LLC2,489$198.0M0.09%Share
23Private Advisory Group LLC1,560$124.0M0.01%Share
24INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC1,427$113.0M0.01%Share
25CREATIVE FINANCIAL DESIGNS INC /ADV630$50.0M0.00%Share
26MANNING & NAPIER ADVISORS LLC500$39.0M0.00%Share
27COMERICA BANK395$31.0M0.00%Share
28Geneos Wealth Management Inc.400$31.0M0.00%Share
29Golden State Wealth Management, LLC255$20.0M0.00%Share
30Chicago Partners Investment Group LLC190,478$15.8M0.39%Share
31ARKANSAS FINANCIAL GROUP, INC.173,432$13.8M1.99%Share
32LPL Financial LLC169,032$13.0M0.00%Share
33AdvisorNet Financial, Inc174$13.0M0.00%Share
34Sound Income Strategies, LLC145$12.0M0.00%Share
35Farther Finance Advisors, LLC118$9.0M0.00%Share
36SJS Investment Consulting Inc.100$7.0M0.00%Share
37MORGAN STANLEY95,477$7.0M0.00%Share
38Glass Jacobson Investment Advisors llc59$4.0M0.00%Share
39HB Wealth Management, LLC45,000$3.6M0.02%Share
40&PARTNERS45,017$3.0M0.02%Share
41Empirical Financial Services, LLC d.b.a. Empirical Wealth Management36,238$2.9M0.05%Share
42SBI Securities Co., Ltd.34$2.0M0.00%Share
43Kendall Capital Management22,209$1.8M0.37%Share
44WESCAP Management Group, Inc.19,980$1.6M0.32%Share
45Bristlecone Value Partners, LLC16,049$1.3M1.47%Share
46NORTHBRIDGE FINANCIAL GROUP, LLC14,987$1.2M0.54%Share
47Allworth Financial LP11,779$937K0.00%Share
48FIFTH THIRD SECURITIES, INC.9,745$775K0.05%Share
49Apollon Wealth Management, LLC9,237$735K0.01%Share
50E6 Portfolios, LLC8,975$714K0.82%Share

FDM Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202582$47.7B+33
Q3 202549$68.3B-16
Q2 202565$71.4B-2
Q1 202567$66.5B+8
Q4 202459$3.5T+7
Q3 202452$11.6T+1
Q2 202451$3.8T+4
Q1 202447$448.1T—

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As of Q4 2025, 50 institutional investors hold FDM (First Trust Dow Jones Select MicroCap Index Fund). The largest holder is Private Advisory Group LLC with $15.1B in shares. This quarter, 7 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own FDM?

As of Q4 2025, 50 institutional investors report holding FDM (First Trust Dow Jones Select MicroCap Index Fund) in their 13F filings.

Who is the largest institutional holder of FDM?

The largest institutional holder of FDM is Private Advisory Group LLC with $15.1B in shares.

Is institutional ownership of FDM increasing or decreasing?

This quarter, 7 institutions opened new positions in FDM and 3 closed their positions.