Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / Common Shares of Beneficial Interests of First Trust Dow Jones Select MicroCap Index Fund
-
Shares outstanding
-
2,621,451
-
Number of holders
-
59
-
Total 13F shares, excl. options
-
1,319,954
-
Shares change
-
+22,641
-
Total reported value, excl. options
-
$80,583,768
-
Value change
-
+$1,548,929
-
Number of buys
-
22
-
Number of sells
-
29
-
Price
-
$61.34
Institutional Holders of FIRST TRUST EXCHANGE-TRADED FUND - Common Shares of Beneficial Interests of First Trust Dow Jones Select MicroCap Index Fund (FDM) as of Q4 2023
As of 31 Dec 2023 FIRST TRUST EXCHANGE-TRADED FUND - Common Shares of Beneficial Interests of First Trust Dow Jones Select MicroCap Index Fund (FDM) had 59 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,319,954 shares of stock of the company.
Largest 10 holders included Baird Financial Group, Inc., Chicago Partners Investment Group LLC, LPL Financial LLC, MORGAN STANLEY, WELLS FARGO & COMPANY/MN, Marquette Asset Management, LLC, ARKANSAS FINANCIAL GROUP, INC., Empirical Financial Services, LLC d.b.a. Empirical Wealth Management, HB Wealth Management, LLC, and Noble Family Wealth, LLC.
This table shows 59 institutional shareholders of the security as of 31 Dec 2023.
| 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.