Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / Common Shares of Beneficial Interests of First Trust Dow Jones Select MicroCap Index Fund
-
Shares outstanding
-
2,621,451
-
Total 13F shares
-
297,192
-
Share change
-
+8,425
-
Total reported value
-
$23,661,697
-
Price per share
-
$79.62
-
Number of holders
-
13
-
Value change
-
+$671,299
-
Number of buys
-
7
-
Number of sells
-
3
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 2025
As of 31 Dec 2025,
FIRST TRUST EXCHANGE-TRADED FUND - Common Shares of Beneficial Interests of First Trust Dow Jones Select MicroCap Index Fund (FDM) was held by
13 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
297,192 shares.
The largest 10 holders included
Private Advisory Group LLC, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management, Kendall Capital Management, Noble Family Wealth, LLC, Envision Financial LLC, Apollon Wealth Management, LLC, Allodium Investment Consultants, LLC, Whitaker-Myers Wealth Managers, LTD., CoreCap Advisors, LLC, and AdvisorNet Financial, Inc.
This page lists
13
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| 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.