Who owns FDM?
First Trust Dow Jones Select MicroCap Index Fund · First Trust
93 institutions reported holding FDM, worth $161.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FDM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $20.1M | 215,856 | +1,489 shares |
| Chicago Partners Investment Group LLC | Chicago, IL | $17.4M | 192,679 | +614 shares |
| Arkansas Financial Group, Inc. | Little Rock, AR | $15.1M | 162,503 | −2,136 shares |
| Baird Financial Group, Inc. | Milwaukee, WI | $13.4M | 143,758 | +4,352 shares |
| Private Advisory Group LLC | Redmond, WA | $12.8M | 137,561 | −51,776 shares |
| Morgan Stanley | New York, NY | $10.5M | 112,881 | +18,374 shares |
| Wells Fargo & Company | San Francisco, CA | $7.1M | 76,614 | −5,172 shares |
| HB Wealth Management, LLC | Atlanta, GA | $4.2M | 45,000 | No change |
| &Partners | Nashville, TN | $4.0M | 43,752 | +929 shares |
| Urban Financial Advisory Corp | Chicago, IL | $3.5M | 37,366 | +22,522 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns FDM?
93 institutional managers reported holding FDM in Form 13F filings for June 30, 2026, worth $161.6M in total. The largest reported position was held by LPL Financial LLC, at $20.1M.
Did institutions buy or sell FDM last quarter?
Reported 13F value rose 15.2% from March 31, 2026, which includes price moves as well as buying and selling. 15 firms reported a new position and 6 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FDM ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.