Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / Common Shares of Beneficial Interests of First Trust Dow Jones Select MicroCap Index Fund
-
Shares outstanding
-
2,621,451
-
Total 13F shares
-
1,715,683
-
Share change
-
+83,288
-
Total reported value
-
$107,239,637
-
Price per share
-
$62.77
-
Number of holders
-
61
-
Value change
-
+$5,237,646
-
Number of buys
-
27
-
Number of sells
-
23
Institutional Holders of FIRST TRUST EXCHANGE-TRADED FUND - Common Shares of Beneficial Interests of First Trust Dow Jones Select MicroCap Index Fund (FDM) as of Q1 2024
As of 31 Mar 2024 FIRST TRUST EXCHANGE-TRADED FUND - Common Shares of Beneficial Interests of First Trust Dow Jones Select MicroCap Index Fund (FDM) had 61 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,715,683 shares of stock of the company.
Largest 10 holders included Horizon Advisory Services, Inc., Chicago Partners Investment Group LLC, Baird Financial Group, Inc., LPL Financial LLC, MORGAN STANLEY, Marquette Asset Management, LLC, WELLS FARGO & COMPANY/MN, ARKANSAS FINANCIAL GROUP, INC., SMITHBRIDGE ASSET MANAGEMENT INC/DE, and Empirical Financial Services, LLC d.b.a. Empirical Wealth Management.
This table shows 61 institutional shareholders of the security as of 31 Mar 2024.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.