Q1 2025 13F Holders as of 3/31/2025
-
Type / Class
-
Equity / Common Shares of Beneficial Interests of First Trust Dow Jones Select MicroCap Index Fund
-
Shares outstanding
-
2.62M
-
Number of holders
-
68
-
Total 13F shares, excl. options
-
1.4M
-
Shares change
-
-104K
-
Total reported value, excl. options
-
$86.5M
-
Value change
-
-$6.54M
-
Number of buys
-
22
-
Number of sells
-
-32
-
Price
-
$62.18
Significant 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 2025
69 filings reported holding FDM - FIRST TRUST EXCHANGE-TRADED FUND - Common Shares of Beneficial Interests of First Trust Dow Jones Select MicroCap Index Fund as of Q1 2025.
FIRST TRUST EXCHANGE-TRADED FUND - Common Shares of Beneficial Interests of First Trust Dow Jones Select MicroCap Index Fund (FDM) has 68 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.4M shares
of 2.62M outstanding shares and own 53.58% of the company stock.
Largest 10 shareholders include Chicago Partners Investment Group LLC (191K shares), ARKANSAS FINANCIAL GROUP, INC. (164K shares), Baird Financial Group, Inc. (143K shares), LPL Financial LLC (141K shares), MORGAN STANLEY (105K shares), WELLS FARGO & COMPANY/MN (75.6K shares), HB Wealth Management, LLC (45K shares), &PARTNERS (39.7K shares), RAYMOND JAMES FINANCIAL INC (37.4K shares), and Empirical Financial Services, LLC d.b.a. Empirical Wealth Management (29.7K shares).
This table shows the top 68 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.