FIRST TRUST DOW J SELECT MIC (FDM) Top Institutional Shareholders
FIRST TRUST DOW J SELECT MIC (FDM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $143.28M in FDM holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of FDM tracked by InsiderSet, reporting ownership valued at approximately $17.60M in its March 31, 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 $18.94M, representing an estimated gain of +7.62% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed FDM value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Chicago Partners Investment Group Llc, Private Advisory Group Llc, 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
82
Total Reported Value
$143.28M
Largest Holder
Lpl Financial Llc
Largest Position
$17.60M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
89
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% | 214,367 | $17,596,390 | $18,936,666 | +$1,340,276 | +7.62% | |
| Chicago Partners Investment Group Llc | 0.38% | 192,065 | $16,829,371 | $16,966,561 | +$137,190 | +0.82% | |
| Private Advisory Group Llc | 1.08% | 189,337 | $15,541,823 | $16,725,576 | +$1,183,753 | +7.62% | |
| Arkansas Financial Group, Inc. | 1.97% | 164,639 | $14,124,617 | $14,543,814 | +$419,197 | +2.97% | |
| Baird Financial Group, Inc. | 0.02% | 139,406 | $11,443,211 | $12,314,791 | +$871,580 | +7.62% | |
| Morgan Stanley | 0.00% | 94,507 | $7,757,727 | $8,348,522 | +$590,795 | +7.62% | |
| Wells Fargo & Company/Mn | 0.00% | 81,786 | $6,713,486 | $7,224,779 | +$511,293 | +7.62% | |
| Raymond James Financial Inc | 0.00% | 55,873 | $4,586,383 | $4,935,687 | +$349,304 | +7.62% | |
| Hb Wealth Management, Llc | 0.02% | 45,000 | $3,693,848 | $3,975,192 | +$281,344 | +7.62% | |
| Independent Financial Group, Llc | 0.04% | 67,569 | $3,562,750 | $5,968,883 | +$2,406,133 | +67.54% | |
| &Partners | 0.02% | 42,823 | $3,515,159 | $3,782,881 | +$267,722 | +7.62% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.05% | 35,823 | $2,940,549 | $3,164,518 | +$223,969 | +7.62% | |
| Kendall Capital Management | 0.41% | 24,307 | $1,995,252 | $2,147,222 | +$151,970 | +7.62% | |
| Citadel Advisors Llc | 0.00% | 21,318 | $1,749,899 | $1,883,181 | +$133,282 | +7.62% | |
| Wescap Management Group, Inc. | 0.32% | 19,596 | $1,608,547 | $1,731,064 | +$122,517 | +7.62% | |
| Jones Financial Companies Lllp | 0.00% | 18,770 | $1,524,706 | $1,658,097 | +$133,391 | +8.75% | |
| Bristlecone Value Partners, Llc | 1.12% | 15,458 | $1,268,888 | $1,365,523 | +$96,635 | +7.62% | |
| Northbridge Financial Group, Llc | 0.54% | 14,439 | $1,256,409 | $1,275,507 | +$19,098 | +1.52% | |
| Urban Financial Advisory Corp | 0.43% | 14,844 | $1,218,455 | $1,311,283 | +$92,828 | +7.62% | |
| Noble Family Wealth, Llc | 0.24% | 14,205 | $1,166,025 | $1,254,836 | +$88,811 | +7.62% | |
| Bank Of America Corp | 0.00% | 13,085 | $1,074,082 | $1,155,897 | +$81,815 | +7.62% | |
| Texas Yale Capital Corp. | 0.03% | 12,815 | $1,051,926 | $1,132,046 | +$80,120 | +7.62% | |
| Envision Financial Llc | 0.55% | 12,432 | $1,020,500 | $1,098,213 | +$77,713 | +7.62% | |
| Ubs Group Ag | 0.00% | 11,922 | $978,617 | $1,053,161 | +$74,544 | +7.62% | |
| Allworth Financial Lp | 0.00% | 11,413 | $936,823 | $1,008,197 | +$71,374 | +7.62% | |
| Sanctuary Advisors, Llc | 0.01% | 11,269 | $924,989 | $995,476 | +$70,487 | +7.62% | |
| Camelot Portfolios, Llc | 0.67% | 10,797 | $886,237 | $953,781 | +$67,544 | +7.62% | |
| Two Sigma Investments, Lp | 0.00% | 10,700 | $878,315 | $945,212 | +$66,897 | +7.62% | |
| Osaic Holdings, Inc. | 0.00% | 10,622 | $871,930 | $938,322 | +$66,392 | +7.61% | |
| Fifth Third Securities, Inc. | 0.05% | 9,735 | $799,102 | $859,967 | +$60,865 | +7.62% | |
| Stifel Financial Corp | 0.00% | 9,541 | $783,277 | $842,829 | +$59,552 | +7.60% | |
| E6 Portfolios, Llc | 0.78% | 9,156 | $751,605 | $808,819 | +$57,214 | +7.61% | |
| Apollon Wealth Management, Llc | 0.01% | 8,971 | $736,389 | $792,477 | +$56,088 | +7.62% | |
| Smith, Moore & Co. | 0.05% | 8,862 | $727,404 | $782,848 | +$55,444 | +7.62% | |
| Cetera Investment Advisers | 0.00% | 8,508 | $698,419 | $751,576 | +$53,157 | +7.61% | |
| Pacific Sun Financial Corp | 0.32% | 8,095 | $664,482 | $715,093 | +$50,611 | +7.62% | |
| Mariner, Llc | 0.00% | 7,845 | $643,961 | $693,008 | +$49,047 | +7.62% | |
| Mercer Global Advisors Inc | 0.00% | 7,793 | $639,691 | $688,415 | +$48,724 | +7.62% | |
| Ausdal Financial Partners, Inc. | 0.03% | 7,704 | $632,391 | $680,553 | +$48,162 | +7.62% | |
| Kestra Advisory Services, Llc | 0.00% | 6,839 | $561,383 | $604,141 | +$42,758 | +7.62% | |
| Captrust Financial Advisors | 0.00% | 6,194 | $508,438 | $547,163 | +$38,725 | +7.62% | |
| Shp Wealth Management | 0.04% | 6,161 | $505,753 | $544,248 | +$38,495 | +7.61% | |
| Wagner Wealth Management, Llc | 0.10% | 5,782 | $474,643 | $510,768 | +$36,125 | +7.61% | |
| Gladstone Institutional Advisory Llc | 0.02% | 5,183 | $425,449 | $457,854 | +$32,405 | +7.62% | |
| Arkadios Wealth Advisors | 0.01% | 5,125 | $420,704 | $452,730 | +$32,026 | +7.61% | |
| Hightower Advisors, Llc | 0.00% | 5,123 | $420,606 | $452,554 | +$31,948 | +7.60% | |
| Gemmer Asset Management Llc | 0.03% | 4,544 | $372,973 | $401,406 | +$28,433 | +7.62% | |
| Royal Bank Of Canada | 0.00% | 4,077 | $335,000 | $360,152 | +$25,152 | +7.51% | |
| Brown Advisory Inc | 0.00% | 3,770 | $309,462 | $333,033 | +$23,571 | +7.62% | |
| Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | 0.03% | 3,411 | $280,026 | $301,320 | +$21,294 | +7.60% |
Frequently asked questions about FDM
Who owns the most FDM stock?
The largest holders of FDM are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST DOW J SELECT MIC (FDM).
Is FDM widely held by superinvestors?
Many widely followed stocks like FDM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FDM is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.