FIRST TRUST DOW J SELECT MIC FDM
$92.48
-1.4% 52w: $68.01 – $93.77
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data68.0180.8993.77
Jun 20, 2025 Jul 2, 2026
Institutional holders
85
+1 QoQ
13F value
$140.5M
+6.6% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns FDM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 214.4K | $17.6M | 0.0% | +26.8% |
| Chicago Partners Investment Group LLC | Wealth advisor | 192.1K | $16.8M | 0.4% | +0.8% |
| Private Advisory Group LLC | Other | 189.3K | $15.5M | 1.1% | -0.9% |
| ARKANSAS FINANCIAL GROUP, INC. | Wealth advisor | 164.6K | $14.1M | 2.0% | -5.1% |
| Baird Financial Group, Inc. | Diversified mechanical | 139.4K | $11.4M | 0.0% | +1.3% |
| MORGAN STANLEY | Bank broker | 94.5K | $7.8M | 0.0% | -1.2% |
| WELLS FARGO & COMPANY/MN | Bank broker | 81.8K | $6.7M | 0.0% | +5.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 55.9K | $4.6M | 0.0% | +0.5% |
| HB Wealth Management, LLC | Wealth advisor | 45.0K | $3.7M | 0.0% | Held |
| &PARTNERS | Diversified mechanical | 42.8K | $3.5M | 0.0% | -4.9% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Wealth advisor | 35.8K | $2.9M | 0.1% | -1.1% |
| Kendall Capital Management | Other | 24.3K | $2.0M | 0.4% | +9.4% |
| CITADEL ADVISORS LLC | Multistrat pod | 21.3K | $1.7M | 0.0% | +130.3% |
| WESCAP Management Group, Inc. | Wealth advisor | 19.6K | $1.6M | 0.3% | -1.9% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 18.8K | $1.5M | 0.0% | +26.2% |
| Bristlecone Value Partners, LLC | Wealth advisor | 15.5K | $1.3M | 1.1% | -3.7% |
| NORTHBRIDGE FINANCIAL GROUP, LLC | Other | 14.4K | $1.3M | 0.5% | -3.7% |
| Urban Financial Advisory Corp | Wealth advisor | 14.8K | $1.2M | 0.4% | +20.5% |
| Noble Family Wealth, LLC | Wealth advisor | 14.2K | $1.2M | 0.2% | -4.9% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 13.1K | $1.1M | 0.0% | -24.2% |
| Texas Yale Capital Corp. | Other | 12.8K | $1.1M | 0.0% | +0.6% |
| Envision Financial LLC | Wealth advisor | 12.4K | $1.0M | 0.5% | -13.4% |
| UBS Group AG | Bank broker | 11.9K | $979K | 0.0% | -1.5% |
| Allworth Financial LP | Wealth advisor | 11.4K | $937K | 0.0% | -3.1% |
| Sanctuary Advisors, LLC | Wealth advisor | 11.3K | $925K | 0.0% | +30.1% |
| Camelot Portfolios, LLC | Other | 10.8K | $886K | 0.7% | -23.2% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 10.7K | $878K | 0.0% | +72.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 10.6K | $872K | 0.0% | -0.7% |
| Fifth Third Securities, Inc. | Wealth advisor | 9.7K | $799K | 0.1% | -0.1% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 9.5K | $783K | 0.0% | -28.9% |
| E6 Portfolios, LLC | Wealth advisor | 9.2K | $752K | 0.8% | +2.0% |
| Apollon Wealth Management, LLC | Diversified mechanical | 9.0K | $736K | 0.0% | -2.9% |
| SMITH, MOORE & CO. | Wealth advisor | 8.9K | $727K | 0.1% | +1.7% |
| Cetera Investment Advisers | Wealth advisor | 8.5K | $698K | 0.0% | -22.5% |
| Pacific Sun Financial Corp | Wealth advisor | 8.1K | $664K | 0.3% | +0.2% |
| Mariner, LLC | Diversified mechanical | 7.8K | $644K | 0.0% | -27.9% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 7.8K | $640K | 0.0% | +10.3% |
| Ausdal Financial Partners, Inc. | Wealth advisor | 7.7K | $632K | 0.0% | 0.0% |
| Kestra Advisory Services, LLC | Wealth advisor | 6.8K | $561K | 0.0% | +62.2% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 6.2K | $508K | 0.0% | Held |
| SHP Wealth Management | Wealth advisor | 6.2K | $506K | 0.0% | New |
| Wagner Wealth Management, LLC | Wealth advisor | 5.8K | $475K | 0.1% | -0.1% |
| Gladstone Institutional Advisory LLC | Wealth advisor | 5.2K | $425K | 0.0% | New |
| Arkadios Wealth Advisors | Wealth advisor | 5.1K | $421K | 0.0% | New |
| HighTower Advisors, LLC | Diversified mechanical | 5.1K | $421K | 0.0% | -2.1% |
| Gemmer Asset Management LLC | Wealth advisor | 4.5K | $373K | 0.0% | +0.3% |
| ROYAL BANK OF CANADA | Bank broker | 4.1K | $335K | 0.0% | -37.4% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 4.1K | $334K | 0.0% | +60.0% |
| BROWN ADVISORY INC | Diversified mechanical | 3.8K | $309K | 0.0% | Held |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | Wealth advisor | 3.4K | $280K | 0.0% | -11.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.