Latest Period
Q2 2026
Security Snapshot
FIRST TRUST EXCHANGE-TRADED FUND - Common Shares of Beneficial Interests of First Trust Dow Jones Select MicroCap Index Fund (FDM) Institutional Ownership
CUSIP: 33718M105
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
93
Shares (Excl. Options)
1,741,765
Price
$93.11
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- Security type / class
- Equity / Common Shares of Beneficial Interests of First Trust Dow Jones Select MicroCap Index Fund
- Symbol
- FDM
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 1,741,765
- Total 13F value
- $161,614,367
- Portfolio coverage rank
- 0%
- Share change
- +50,656
- Value change
- +$5,110,876
- Number of holders
- 93
- Shares outstanding
- 2,698,176
- SEC-reported price per share
- $91.65
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- FDM - FIRST TRUST EXCHANGE-TRADED FUND - Common Shares of Beneficial Interests of First Trust Dow Jones Select MicroCap Index Fund is tracked under CUSIP 33718M105.
- 93 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 85 to 93 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $140,460,551 to $161,614,367.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 93 institutions filings for Q2 2026.
Security key
33718M105
Latest holder period
Q2 2026
13F holders
93
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 33718M105:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
FDM
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Robert W. Baird & Co. Inc | 5.1% | 0% | $10,955,719 | +$311,537 | 137,607 | +2.9% | Robert W. Baird & Co. Inc | 31 Dec 2025 |
As of 30 Jun 2026, 93 institutional investors reported holding 1,741,765 shares of FIRST TRUST EXCHANGE-TRADED FUND - Common Shares of Beneficial Interests of First Trust Dow Jones Select MicroCap Index Fund (FDM). This represents 65% of the company’s total 2,698,176 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
55%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| LPL Financial LLC | 8% | 215,856 | +0.69% | 0% | $20,098,305 |
| Chicago Partners Investment Group LLC | 7.1% | 192,679 | +0.32% | 0.35% | $17,423,525 |
| ARKANSAS FINANCIAL GROUP, INC. | 6% | 162,503 | -1.3% | 2% | $15,130,638 |
| Baird Financial Group, Inc. | 5.3% | 143,758 | +3.1% | 0.02% | $13,385,307 |
| Private Advisory Group LLC | 5.1% | 137,561 | -27% | 0.71% | $12,808,305 |
| MORGAN STANLEY | 4.2% | 112,881 | +19% | 0% | $10,510,421 |
| WELLS FARGO & COMPANY/MN | 2.8% | 76,614 | -6.3% | 0% | $7,133,564 |
| HB Wealth Management, LLC | 1.7% | 45,000 | 0% | 0.02% | $4,189,950 |
| &PARTNERS | 1.6% | 43,752 | +2.2% | 0.02% | $4,042,396 |
| Urban Financial Advisory Corp | 1.4% | 37,366 | +152% | 0.96% | $3,479,179 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.3% | 35,391 | -1.2% | 0.05% | $3,295,257 |
| RAYMOND JAMES FINANCIAL INC | 1.3% | 34,600 | -38% | 0% | $3,221,533 |
| Integrated Wealth Concepts LLC | 0.98% | 26,423 | 0.01% | $2,460,102 | |
| Kendall Capital Management | 0.9% | 24,307 | 0% | 0.38% | $2,263,225 |
| JONES FINANCIAL COMPANIES LLLP | 0.89% | 23,912 | +27% | 0% | $2,211,846 |
| Envision Financial LLC | 0.78% | 20,984 | +69% | 0.9% | $1,953,806 |
| WESCAP Management Group, Inc. | 0.72% | 19,536 | -0.31% | 0.34% | $1,818,997 |
| Virtu Financial LLC | 0.72% | 19,441 | 0.06% | $1,810,000 | |
| GOLDMAN SACHS GROUP INC | 0.57% | 15,395 | 0% | $1,433,428 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.55% | 14,792 | 0% | $1,377,283 | |
| Bristlecone Value Partners, LLC | 0.54% | 14,565 | -5.8% | 1.1% | $1,356,175 |
| TWO SIGMA INVESTMENTS, LP | 0.54% | 14,500 | +36% | 0% | $1,350,095 |
| Noble Family Wealth, LLC | 0.53% | 14,205 | 0% | 0.24% | $1,322,628 |
| OSAIC HOLDINGS, INC. | 0.51% | 13,790 | +30% | 0% | $1,283,937 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | 0.47% | 12,565 | -13% | 0.45% | $1,169,914 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 1,741,765 | $161,614,367 | +$5,110,876 | $93.11 | 93 |
| 2026 Q1 | 1,690,093 | $140,460,551 | +$3,657,908 | $82.09 | 85 |
| 2025 Q4 | 1,647,276 | $131,792,491 | +$2,020,263 | $79.62 | 84 |
| 2025 Q3 | 1,573,540 | $119,115,587 | +$5,132,161 | $75.75 | 74 |
| 2025 Q2 | 1,510,608 | $108,782,425 | +$8,379,378 | $71.63 | 71 |
| 2025 Q1 | 1,404,614 | $86,538,564 | -$6,544,151 | $62.18 | 68 |
| 2024 Q4 | 1,460,418 | $99,391,019 | -$20,323,308 | $68.16 | 64 |
| 2024 Q3 | 1,762,440 | $112,998,165 | +$2,853,067 | $64.10 | 62 |
| 2024 Q2 | 1,714,877 | $103,984,971 | +$171,596 | $59.94 | 60 |
| 2024 Q1 | 1,715,683 | $107,239,637 | +$5,076,087 | $62.77 | 61 |
| 2023 Q4 | 1,319,954 | $80,583,768 | +$1,548,929 | $61.34 | 59 |
| 2023 Q3 | 1,294,274 | $70,470,229 | +$3,121,938 | $54.78 | 57 |
| 2023 Q2 | 1,236,177 | $69,990,841 | +$55,518 | $56.23 | 56 |
| 2023 Q1 | 1,226,665 | $65,556,070 | -$2,415,733 | $53.65 | 59 |
| 2022 Q4 | 1,251,042 | $70,117,341 | -$5,197,765 | $55.49 | 59 |
| 2022 Q3 | 1,364,203 | $69,156,900 | +$8,912,043 | $50.00 | 59 |
| 2022 Q2 | 1,192,221 | $63,172,303 | -$4,545,655 | $52.36 | 55 |
| 2022 Q1 | 1,266,417 | $75,576,000 | -$12,037,231 | $60.24 | 60 |
| 2021 Q4 | 1,461,189 | $92,946,000 | +$15,201,872 | $63.94 | 61 |
| 2021 Q3 | 1,280,107 | $77,389,000 | -$10,827,419 | $59.93 | 49 |
| 2021 Q2 | 1,460,909 | $90,048,000 | +$3,387,800 | $61.78 | 57 |
| 2021 Q1 | 1,400,065 | $84,120,000 | +$14,168,471 | $60.13 | 55 |
| 2020 Q4 | 1,173,600 | $56,597,223 | +$1,225,525 | $47.88 | 55 |
| 2020 Q3 | 1,152,330 | $43,456,000 | +$3,316,417 | $37.48 | 47 |
| 2020 Q2 | 1,062,905 | $41,567,000 | +$5,088,789 | $39.12 | 42 |