Q3 2025 13F Holders as of 9/30/2025
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Type / Class
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Equity / Common Shares of Beneficial Interests of First Trust Dow Jones Select MicroCap Index Fund
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Shares outstanding
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2.62M
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Number of holders
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18
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Total 13F shares, excl. options
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301K
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Shares change
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+26.9K
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Total reported value, excl. options
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$22.7M
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Value change
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+$2.06M
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Number of buys
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7
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Number of sells
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-6
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Price
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$75.75
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 Q3 2025
19 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 Q3 2025.
FIRST TRUST EXCHANGE-TRADED FUND - Common Shares of Beneficial Interests of First Trust Dow Jones Select MicroCap Index Fund (FDM) has 18 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 301K shares
of 2.62M outstanding shares and own 11.46% of the company stock.
Largest 10 shareholders include ARKANSAS FINANCIAL GROUP, INC. (176K shares), HB Wealth Management, LLC (45K shares), Noble Family Wealth, LLC (15.4K shares), Envision Financial LLC (14.3K shares), Apollon Wealth Management, LLC (9.56K shares), Fifth Third Securities, Inc. (8.96K shares), Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors (6.35K shares), Wagner Wealth Management, LLC (5.76K shares), Gemmer Asset Management LLC (4.45K shares), and COMMONWEALTH EQUITY SERVICES, LLC (3.86K shares).
This table shows the top 18 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.