FIRST TRUST DOW J SELECT MIC (FDM) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $158.57M 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 $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 $19.62M, representing an estimated loss of -2.37% 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
$158.57M
Largest Holder
Lpl Financial Llc
Largest Position
$20.10M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
98
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 | $19,622,023 | -$476,282 | -2.37% | |
| Chicago Partners Investment Group Llc | 0.35% | 192,679 | $17,423,525 | $17,515,157 | +$91,632 | +0.53% | |
| Arkansas Financial Group, Inc. | 1.97% | 162,503 | $15,130,638 | $14,772,059 | -$358,579 | -2.37% | |
| Baird Financial Group, Inc. | 0.02% | 143,758 | $13,385,307 | $13,068,077 | -$317,230 | -2.37% | |
| Private Advisory Group Llc | 0.71% | 137,561 | $12,808,305 | $12,504,749 | -$303,556 | -2.37% | |
| Morgan Stanley | 0.00% | 112,881 | $10,510,421 | $10,261,255 | -$249,166 | -2.37% | |
| Wells Fargo & Company/Mn | 0.00% | 76,614 | $7,133,564 | $6,964,465 | -$169,099 | -2.37% | |
| Hb Wealth Management, Llc | 0.02% | 45,000 | $4,189,950 | $4,090,649 | -$99,302 | -2.37% | |
| &Partners | 0.02% | 43,752 | $4,042,396 | $3,977,201 | -$65,195 | -1.61% | |
| Urban Financial Advisory Corp | 0.96% | 37,366 | $3,479,179 | $3,396,693 | -$82,486 | -2.37% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.05% | 35,391 | $3,295,257 | $3,217,159 | -$78,098 | -2.37% | |
| Raymond James Financial Inc | 0.00% | 34,600 | $3,221,533 | $3,145,254 | -$76,279 | -2.37% | |
| Kendall Capital Management | 0.38% | 24,307 | $2,263,225 | $2,209,587 | -$53,638 | -2.37% | |
| Jones Financial Companies Lllp | 0.00% | 23,912 | $2,211,846 | $2,173,680 | -$38,166 | -1.73% | |
| Envision Financial Llc | 0.90% | 20,984 | $1,953,806 | $1,907,515 | -$46,291 | -2.37% | |
| Wescap Management Group, Inc. | 0.34% | 19,536 | $1,818,997 | $1,775,887 | -$43,110 | -2.37% | |
| Virtu Financial Llc | 0.06% | 19,441 | $1,810,000 | $1,767,251 | -$42,749 | -2.36% | |
| Goldman Sachs Group Inc | 0.00% | 15,395 | $1,433,428 | $1,399,456 | -$33,972 | -2.37% | |
| Susquehanna International Group, Llp | 0.00% | 14,792 | $1,377,283 | $1,344,642 | -$32,641 | -2.37% | |
| Bristlecone Value Partners, Llc | 1.09% | 14,565 | $1,356,175 | $1,324,007 | -$32,168 | -2.37% | |
| Two Sigma Investments, Lp | 0.00% | 14,500 | $1,350,095 | $1,318,098 | -$31,997 | -2.37% | |
| Noble Family Wealth, Llc | 0.24% | 14,205 | $1,322,628 | $1,291,281 | -$31,347 | -2.37% | |
| Osaic Holdings, Inc. | 0.00% | 13,790 | $1,283,937 | $1,253,557 | -$30,380 | -2.37% | |
| Integrated Wealth Concepts Llc | 0.01% | 13,231 | $1,231,915 | $1,202,742 | -$29,173 | -2.37% | |
| Northbridge Financial Group, Llc | 0.45% | 12,565 | $1,169,914 | $1,142,200 | -$27,714 | -2.37% | |
| Sanctuary Advisors, Llc | 0.01% | 12,283 | $1,143,651 | $1,116,565 | -$27,086 | -2.37% | |
| Bank Of America Corp | 0.00% | 12,234 | $1,139,108 | $1,112,111 | -$26,997 | -2.37% | |
| Texas Yale Capital Corp. | 0.02% | 11,615 | $1,081,473 | $1,055,842 | -$25,631 | -2.37% | |
| Ubs Group Ag | 0.00% | 11,607 | $1,080,728 | $1,055,115 | -$25,613 | -2.37% | |
| Allworth Financial Lp | 0.00% | 11,424 | $1,063,732 | $1,038,479 | -$25,253 | -2.37% | |
| Camelot Portfolios, Llc | 0.70% | 10,586 | $985,623 | $962,302 | -$23,321 | -2.37% | |
| Stifel Financial Corp | 0.00% | 9,444 | $879,386 | $858,491 | -$20,895 | -2.38% | |
| E6 Portfolios, Llc | 0.69% | 9,283 | $864,357 | $843,855 | -$20,502 | -2.37% | |
| Smith, Moore & Co. | 0.05% | 8,862 | $825,125 | $805,585 | -$19,540 | -2.37% | |
| Apollon Wealth Management, Llc | 0.01% | 8,736 | $813,409 | $794,131 | -$19,278 | -2.37% | |
| Fifth Third Securities, Inc. | 0.05% | 8,646 | $805,029 | $785,950 | -$19,079 | -2.37% | |
| Cetera Investment Advisers | 0.00% | 8,355 | $777,907 | $759,497 | -$18,410 | -2.37% | |
| Pacific Sun Financial Corp | 0.31% | 8,070 | $751,398 | $733,590 | -$17,808 | -2.37% | |
| Captrust Financial Advisors | 0.00% | 8,028 | $747,487 | $729,772 | -$17,715 | -2.37% | |
| Mariner, Llc | 0.00% | 7,845 | $730,448 | $713,136 | -$17,312 | -2.37% | |
| Gladstone Institutional Advisory Llc | 0.02% | 7,719 | $718,716 | $701,683 | -$17,033 | -2.37% | |
| Ausdal Financial Partners, Inc. | 0.03% | 7,707 | $717,554 | $700,592 | -$16,962 | -2.36% | |
| Kestra Advisory Services, Llc | 0.00% | 7,666 | $713,785 | $696,865 | -$16,920 | -2.37% | |
| Mercer Global Advisors Inc | 0.00% | 7,340 | $683,411 | $667,230 | -$16,181 | -2.37% | |
| Shp Wealth Management | 0.05% | 7,079 | $659,168 | $643,504 | -$15,664 | -2.38% | |
| Wagner Wealth Management, Llc | 0.10% | 5,600 | $521,393 | $509,058 | -$12,335 | -2.37% | |
| Mission Wealth Management, Lp | 0.01% | 4,849 | $451,492 | $440,790 | -$10,702 | -2.37% | |
| Gemmer Asset Management Llc | 0.03% | 4,326 | $402,768 | $393,248 | -$9,520 | -2.36% | |
| Aqr Capital Management Llc | 0.00% | 4,197 | $390,783 | $381,521 | -$9,262 | -2.37% | |
| Focus Partners Advisor Solutions, Llc | 0.00% | 3,722 | $346,564 | $338,342 | -$8,222 | -2.37% |
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.