Q4 2024 13F Holders as of 31 Dec 2024
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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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64
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Total 13F shares, excl. options
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1.46M
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Shares change
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-299K
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Total reported value, excl. options
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$99.4M
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Value change
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-$20.3M
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Number of buys
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23
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Number of sells
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-27
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Price
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$68.16
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 Q4 2024
67 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 Q4 2024.
FIRST TRUST EXCHANGE-TRADED FUND - Common Shares of Beneficial Interests of First Trust Dow Jones Select MicroCap Index Fund (FDM) has 64 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.46M shares
of 2.62M outstanding shares and own 55.71% of the company stock.
Largest 10 shareholders include Chicago Partners Investment Group LLC (188K shares), LPL Financial LLC (167K shares), ARKANSAS FINANCIAL GROUP, INC. (151K shares), Baird Financial Group, Inc. (134K shares), MORGAN STANLEY (116K shares), WELLS FARGO & COMPANY/MN (70.1K shares), HB Wealth Management, LLC (45K shares), CITADEL ADVISORS LLC (41K shares), RAYMOND JAMES FINANCIAL INC (38.6K shares), and &PARTNERS (38.2K shares).
This table shows the top 64 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.