Who Owns FDM?
First Trust Dow Jones Select MicroCap Index Fund — Institutional Ownership & 13F Holdings
$88.23
+1.04 (+1.19%)
Market Cap
$227.4M
Shares Outstanding
2,581,531
Institutional Holders
67
Total Inst. Value
$73.4M
% of Float Held
—
QoQ Holder Change
+20
Institutional data as of Q1 2025
New Positions
12
Closed Positions
4
Increased
15
Decreased
30
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Chicago Partners Investment Group LLC | $11.8M | 191,012 |
| 2 | ARKANSAS FINANCIAL GROUP, INC. | $9.4M | 163,504 |
| 3 | Baird Financial Group, Inc. | $8.9M | 143,172 |
| 4 | MORGAN STANLEY | $6.5M | 104,554 |
| 5 | WELLS FARGO & COMPANY/MN | $4.7M | 75,550 |
| 6 | HB Wealth Management, LLC | $2.8M | 45,000 |
| 7 | RAYMOND JAMES FINANCIAL INC | $2.3M | 37,411 |
| 8 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $1.8M | 29,692 |
| 9 | BANK OF AMERICA CORP /DE/ | $1.4M | 22,877 |
| 10 | WESCAP Management Group, Inc. | $1.4M | 22,574 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Chicago Partners Investment Group LLC | +3K | $11.8M |
| ARKANSAS FINANCIAL GROUP, INC. | +13K | $9.4M |
| Baird Financial Group, Inc. | +10K | $8.9M |
| WELLS FARGO & COMPANY/MN | +5K | $4.7M |
| SMITHBRIDGE ASSET MANAGEMENT INC/DENew | +21K | $1.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Strategic Financial Concepts, LLC | -360K | $385K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -29K | $424K |
| CITADEL ADVISORS LLC | -27K | $890K |
| LPL Financial LLC | -27K | $9K |
| Virtu Financial LLC | -23K | $907K |
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Frequently Asked Questions
How many institutional investors hold FDM?
As of Q1 2025, 67 institutional investors report holding FDM (First Trust Dow Jones Select MicroCap Index Fund) in their 13F filings.
Which hedge fund owns the most FDM?
The largest institutional holder of FDM is Chicago Partners Investment Group LLC with $11.8M in shares.
Are institutions buying or selling FDM?
This quarter, 12 institutions opened new positions in FDM and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.