FDM Institutional Ownership & Shareholders
FIRST TRUST DOW J SELECT MIC (FDM) is currently held by 86 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $157.77M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of FDM tracked by InsiderSet, reporting ownership valued at approximately $20.10M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $19.57M, representing an estimated loss of -2.62% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed FDM value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Chicago Partners Investment Group Llc, Arkansas Financial Group, Inc., and several other long-term asset managers with concentrated positions in FIRST TRUST DOW J SELECT MIC (FDM).
This page ranks the largest institutional FDM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
86
Total Reported Value
$157.77M
Largest Holder
Lpl Financial Llc
Largest Position
$20.10M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
100
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 215,856 | $20,098,305 | $19,571,664 | -$526,641 | -2.62% | |
| Chicago Partners Investment Group Llc | 0.32% | 190,678 | $17,288,200 | $17,288,774 | +$574 | +0.00% | |
| Arkansas Financial Group, Inc. | 1.87% | 160,442 | $14,047,323 | $14,547,276 | +$499,953 | +3.56% | |
| Baird Financial Group, Inc. | 0.02% | 143,758 | $13,385,307 | $13,034,538 | -$350,769 | -2.62% | |
| Private Advisory Group Llc | 0.71% | 137,561 | $12,808,305 | $12,472,656 | -$335,649 | -2.62% | |
| Morgan Stanley | 0.00% | 112,881 | $10,510,421 | $10,234,920 | -$275,501 | -2.62% | |
| Wells Fargo & Company/Mn | 0.00% | 76,614 | $7,133,564 | $6,946,591 | -$186,973 | -2.62% | |
| &Partners | 0.02% | 43,752 | $4,042,396 | $3,966,994 | -$75,402 | -1.87% | |
| Hb Wealth Management, Llc | 0.02% | 45,000 | $3,939,935 | $4,080,150 | +$140,215 | +3.56% | |
| Urban Financial Advisory Corp | 0.96% | 37,366 | $3,479,179 | $3,387,975 | -$91,204 | -2.62% | |
| Walkner Condon Financial Advisors Llc | 0.37% | 38,402 | $3,362,252 | $3,481,909 | +$119,657 | +3.56% | |
| Raymond James Financial Inc | 0.00% | 34,600 | $3,221,533 | $3,137,182 | -$84,351 | -2.62% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.04% | 34,443 | $3,015,626 | $3,122,947 | +$107,321 | +3.56% | |
| Jones Financial Companies Lllp | 0.00% | 23,912 | $2,211,846 | $2,168,101 | -$43,745 | -1.98% | |
| Kendall Capital Management | 0.35% | 24,303 | $2,127,827 | $2,203,553 | +$75,726 | +3.56% | |
| Wescap Management Group, Inc. | 0.34% | 19,536 | $1,818,997 | $1,771,329 | -$47,668 | -2.62% | |
| Virtu Financial Llc | 0.06% | 19,441 | $1,810,000 | $1,762,715 | -$47,285 | -2.61% | |
| Goldman Sachs Group Inc | 0.00% | 15,395 | $1,433,428 | $1,395,865 | -$37,563 | -2.62% | |
| Susquehanna International Group, Llp | 0.00% | 14,792 | $1,377,283 | $1,341,191 | -$36,092 | -2.62% | |
| Bristlecone Value Partners, Llc | 1.09% | 14,565 | $1,356,175 | $1,320,609 | -$35,566 | -2.62% | |
| Two Sigma Investments, Lp | 0.00% | 14,500 | $1,350,095 | $1,314,715 | -$35,380 | -2.62% | |
| Osaic Holdings, Inc. | 0.00% | 13,790 | $1,283,937 | $1,250,339 | -$33,598 | -2.62% | |
| Noble Family Wealth, Llc | 0.22% | 14,190 | $1,242,393 | $1,286,607 | +$44,214 | +3.56% | |
| Integrated Wealth Concepts Llc | 0.01% | 13,231 | $1,231,915 | $1,199,655 | -$32,260 | -2.62% | |
| Northbridge Financial Group, Llc | 0.45% | 12,565 | $1,169,914 | $1,139,269 | -$30,645 | -2.62% | |
| Sanctuary Advisors, Llc | 0.01% | 12,283 | $1,143,651 | $1,113,700 | -$29,951 | -2.62% | |
| Bank Of America Corp | 0.00% | 12,234 | $1,139,108 | $1,109,257 | -$29,851 | -2.62% | |
| Texas Yale Capital Corp. | 0.02% | 11,615 | $1,081,473 | $1,053,132 | -$28,341 | -2.62% | |
| Ubs Group Ag | 0.00% | 11,607 | $1,080,728 | $1,052,407 | -$28,321 | -2.62% | |
| Allworth Financial Lp | 0.00% | 11,424 | $1,063,732 | $1,035,814 | -$27,918 | -2.62% | |
| Camelot Portfolios, Llc | 0.70% | 10,586 | $985,623 | $959,833 | -$25,790 | -2.62% | |
| Stifel Financial Corp | 0.00% | 9,444 | $879,386 | $856,287 | -$23,099 | -2.63% | |
| E6 Portfolios, Llc | 0.65% | 9,845 | $861,967 | $892,646 | +$30,679 | +3.56% | |
| Smith, Moore & Co. | 0.05% | 8,862 | $825,125 | $803,518 | -$21,607 | -2.62% | |
| Fifth Third Securities, Inc. | 0.04% | 8,915 | $780,545 | $808,323 | +$27,778 | +3.56% | |
| Cetera Investment Advisers | 0.00% | 8,355 | $777,907 | $757,548 | -$20,359 | -2.62% | |
| Pacific Sun Financial Corp | 0.31% | 8,070 | $751,398 | $731,707 | -$19,691 | -2.62% | |
| Captrust Financial Advisors | 0.00% | 8,028 | $747,487 | $727,899 | -$19,588 | -2.62% | |
| Mariner, Llc | 0.00% | 7,845 | $730,448 | $711,306 | -$19,142 | -2.62% | |
| Apollon Wealth Management, Llc | 0.01% | 8,209 | $718,732 | $744,310 | +$25,578 | +3.56% | |
| Gladstone Institutional Advisory Llc | 0.02% | 7,719 | $718,716 | $699,882 | -$18,834 | -2.62% | |
| Ausdal Financial Partners, Inc. | 0.03% | 7,707 | $717,554 | $698,794 | -$18,760 | -2.61% | |
| Mercer Global Advisors Inc | 0.00% | 7,340 | $683,411 | $665,518 | -$17,893 | -2.62% | |
| Shp Wealth Management | 0.05% | 7,079 | $659,168 | $641,853 | -$17,315 | -2.63% | |
| Wagner Wealth Management, Llc | 0.09% | 6,168 | $540,047 | $559,253 | +$19,206 | +3.56% | |
| Envision Financial Llc | 0.22% | 6,903 | $494,509 | $625,895 | +$131,386 | +26.57% | |
| Aqr Capital Management Llc | 0.00% | 4,197 | $390,783 | $380,542 | -$10,241 | -2.62% | |
| Mission Wealth Management, Lp | 0.01% | 4,430 | $387,865 | $401,668 | +$13,803 | +3.56% | |
| Gemmer Asset Management Llc | 0.02% | 4,343 | $380,214 | $393,780 | +$13,566 | +3.57% | |
| Kestra Advisory Services, Llc | 0.00% | 4,005 | $350,615 | $363,133 | +$12,518 | +3.57% |
Frequently asked questions about FDM
Who are the largest institutional holders of FDM?
The largest institutional holders of FDM reported in the latest SEC Form 13F filings include Lpl Financial Llc, Chicago Partners Investment Group Llc, Arkansas Financial Group, Inc., Baird Financial Group, Inc., and Private Advisory Group Llc. InsiderSet ranks institutional holders by their latest reported FDM position.
What is FDM institutional ownership?
This page tracks FDM positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST DOW J SELECT MIC (FDM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FDM?
InsiderSet currently tracks 86 institutional managers reporting FDM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FDM shareholders.
How much FDM stock do institutions own?
Institutional investment managers disclosed approximately $157.77M in FDM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FDM institutional ownership last updated?
The latest FDM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FDM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FDM position after the reporting date.
Are institutions buying or selling FDM?
Institutional buying and selling can be analyzed by comparing FDM positions across consecutive 13F reporting periods. InsiderSet's FDM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FDM ownership changes.
How has FDM institutional ownership changed over time?
InsiderSet tracks FDM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.