Who owns First Trust Dow Jones Sel.MicroCap?
- Ticker: FDM
- CUSIP Number: 33718M105
Tip: Access positions for across all investors
Analyze quarterly positions in First Trust Dow Jones Sel.MicroCap with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of First Trust Dow Jones Sel.MicroCap stock
Who bought or sold First Trust Dow Jones Sel.MicroCap this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| LPL Financial | 214k | $18M | 27% | Mar 2026 |
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| Chicago Partners Investment | 192k | $17M | 1% | Mar 2026 |
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| Private Advisory | 189k | $16M | -1% | Mar 2026 |
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| Arkansas Financial | 165k | $14M | -5% | Mar 2026 |
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| Baird Financial | 138k | $11M | 1% | Dec 2025 |
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| Morgan Stanley | 95k | $9.7M | 100% | Mar 2026 |
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| Wells Fargo & Company | 82k | $6.7M | 6% | Mar 2026 |
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| Raymond James Financial | 56k | $4.4M | 49% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 45k | $3.6M | 2% | Dec 2025 |
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| HB Wealth Management | 45k | $3.7M | 0% | Mar 2026 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 36k | $2.9M | -1% | Mar 2026 |
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| Kendall Capital Management | 24k | $2.0M | 9% | Mar 2026 |
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| Citadel Advisors | 21k | $1.7M | 130% | Mar 2026 |
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| WESCAP Management | 20k | $1.6M | -2% | Mar 2026 |
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| Susquehanna International | 19k | $1.5M | -29% | Dec 2025 |
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| Bristlecone Value Partners | 16k | $1.3M | -4% | Mar 2026 |
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| Jones Financial Companies, L.L | 15k | $1.2M | 16% | Dec 2025 |
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| Urban Financial Advisory Corp | 15k | $1.2M | 20% | Mar 2026 |
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| Northbridge Financial Group | 14k | $1.3M | -4% | Mar 2026 |
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| Noble Family Wealth | 14k | $1.2M | -5% | Mar 2026 |
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| Bank of America Corporation | 13k | $1.1M | 100% | Mar 2026 |
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| Yale Capital Corp. | 13k | $1.1M | 1% | Mar 2026 |
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| Envision Financial | 12k | $1.0M | -13% | Mar 2026 |
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| UBS Group | 12k | $979k | -2% | Mar 2026 |
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| Hanson McClain Advisors | 12k | $938k | 0% | Dec 2025 |
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| Sanctuary Advisors | 11k | $925k | 30% | Mar 2026 |
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| Darren Munn | 11k | $886k | -23% | Mar 2026 |
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| Two Sigma Investments | 11k | $878k | 73% | Mar 2026 |
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| Advisor Group Holdings | 11k | $852k | 10% | Dec 2025 |
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| Fifth Third Securities | 9.7k | $799k | 0% | Mar 2026 |
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| Stifel Financial | 9.5k | $783k | -29% | Mar 2026 |
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| E6 Portfolios | 9.2k | $752k | 100% | Mar 2026 |
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| Apollon Wealth Management | 9.0k | $736k | -3% | Mar 2026 |
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| Smith, Moore & Co. | 8.9k | $727k | 2% | Mar 2026 |
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| Cetera Investment Advisers | 8.5k | $698k | -22% | Mar 2026 |
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| Pacific Sun Financial Corp | 8.1k | $665k | 0% | Mar 2026 |
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| Mariner Wealth Advisors | 7.8k | $644k | -28% | Mar 2026 |
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| Mercer Global Advisors | 7.8k | $640k | 10% | Mar 2026 |
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| Ausdal Financial Partners | 7.7k | $632k | 0% | Mar 2026 |
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| Kestra Advisory Services | 6.8k | $561k | 62% | Mar 2026 |
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| Captrust Financial Advisors | 6.2k | $493k | 0% | Dec 2025 |
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| SHP Wealth Management | 6.2k | $506k | 100% | Mar 2026 |
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| Wagner Wealth Management | 5.8k | $475k | 0% | Mar 2026 |
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| Gladstone Institutional Advisory | 5.2k | $425k | 100% | Mar 2026 |
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| Arkadios Wealth Advisors | 5.1k | $421k | 100% | Mar 2026 |
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| HighTower Advisors | 5.1k | $421k | -2% | Mar 2026 |
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| Gemmer Asset Management | 4.5k | $373k | 0% | Mar 2026 |
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| Royal Bank of Canada | 4.1k | $335k | 10% | Mar 2026 |
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| Cambridge Investment Research Advisors | 4.1k | $334k | 60% | Mar 2026 |
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| Brown Advisory Holdings Incorporated | 3.8k | $310k | 0% | Mar 2026 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3.4k | $280k | -11% | Mar 2026 |
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| Allodium Investment Consultants | 3.4k | $279k | 0% | Mar 2026 |
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| Commonwealth Equity Services | 3.2k | $262k | -3% | Mar 2026 |
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| AQR Capital Management | 3.2k | $259k | 100% | Mar 2026 |
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| Independent Financial Group | 3.1k | $252k | -45% | Mar 2026 |
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| Whitaker-Myers Wealth Managers | 3.0k | $245k | 6% | Mar 2026 |
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| Quantinno Capital Management | 2.9k | $241k | 0% | Mar 2026 |
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| CoreCap Advisors | 2.5k | $207k | 0% | Mar 2026 |
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| Smithbridge Asset Management | 2.5k | $206k | -42% | Mar 2026 |
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| Aspect Partners | 2.5k | $204k | 0% | Mar 2026 |
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| O'shaughnessy Asset Management | 2.4k | $199k | 100% | Mar 2026 |
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| Brown Brothers Harriman & Co. | 2.4k | $193k | 0% | Mar 2026 |
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| Salomon & Ludwin | 1.3k | $108k | 0% | Mar 2026 |
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| Global Retirement Partners | 1.0k | $81k | 0% | Dec 2025 |
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| Harbour Investments | 769.00 | $63k | 0% | Mar 2026 |
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| Creative Financial Designs | 706.00 | $58k | 12% | Mar 2026 |
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| FMR | 567.00 | $45k | 50% | Dec 2025 |
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| Rothschild Investment | 550.00 | $45k | 0% | Mar 2026 |
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| Manning & Napier Advisors | 500.00 | $41k | 0% | Mar 2026 |
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| Mosley Wealth Management | 400.00 | $30k | 100% | Mar 2026 |
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| Geneos Wealth Management | 400.00 | $33k | 0% | Mar 2026 |
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| Brian McDonald | 395.00 | $31k | 0% | Dec 2025 |
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| Fifth Third Bancorp | 352.00 | $29k | 100% | Mar 2026 |
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| Steward Partners Investment Advisory | 261.00 | $21k | 0% | Mar 2026 |
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| Golden State Wealth Management | 255.00 | $21k | 0% | Mar 2026 |
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| AdvisorNet Financial | 174.00 | $14k | 0% | Mar 2026 |
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| Larson Financial Group | 162.00 | $13k | -50% | Dec 2025 |
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| Sound Income Strategies | 145.00 | $12k | 0% | Mar 2026 |
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| Farther Finance Advisors | 118.00 | $9.8k | 0% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 112.00 | $9.2k | 0% | Mar 2026 |
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| Ancora Advisors | 108.00 | $8.9k | 0% | Mar 2026 |
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| Pnc Financial Services | 83.00 | $6.8k | 1% | Mar 2026 |
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| Capital Analysts | 83.00 | $7.0k | 0% | Mar 2026 |
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| Glass Jacobson Investment Advisors | 59.00 | $4.8k | 0% | Mar 2026 |
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| SBI Securities | 34.00 | $2.8k | 0% | Mar 2026 |
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| Ubs Global Asset Management Americas | 8.00 | $657.000000 | 100% | Mar 2026 |
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Who sold out of First Trust Dow Jones Sel.MicroCap?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Goss Wealth Management | Dec 2025 | 1.5k | $121k |
| International Assets Investment Management | Dec 2025 | 1.4k | $114k |
| Jpmorgan Chase & Co | Sep 2025 | 250.00 | $19k |
| SJS Investment Consulting | Dec 2025 | 100.00 | $8.0k |
| Key FInancial | Dec 2025 | 26.00 | $2.1k |