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Get Institutions for : 
First Trust Dow Jones Select Microcap Index Fund (FDM)  
$62.46 0.90 (1.46%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 56    3
Total shares held : 
 1,053,783  
% of shares held : 
 40.37%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -10  
Amount of shares held : 
 -26,899  
% of shares held change : 
   -1.03%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $54.09  
Last Quarter's Ending Price : 
 $61.34  
Last Quarter's Average Price : 
 $55.76  
Change from last quarter's     
avg. price to the last closing  : 
6.70 (12.01%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 29,054
 2.76%
 
Increased Positions :
15
 43,012
 4.08%
 
Unchanged Positions :
15
 18,683
 1.77%
 
Decreased Positions :
22
-71,590
-6.79%
 
Closed Positions :
7
-27,375
-2.6%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Baird Financial Group Inc. 449 - 2024-03-31 174,527 $10,954,000 2,423
   Chicago Partners Investment Group LLC 51 - 2024-03-31 176,828 $10,652,000 7,290
   LPL FINANCIAL CORP 1521 - 2024-03-31 116,672 $7,323,000 2,444
   MARQUETTE ASSET MANAGEMENT INC. 15 - 2024-03-31 103,807 $6,515,000 1,640
   WELLS FARGO & CO/MN 1807 - 2024-03-31 103,664 $6,507,000 1,309
   ARKANSAS FINANCIAL GROUP INC. 27 - 2024-03-31 94,332 $5,921,000 5,079
   SMITHBRIDGE ASSET MANAGEMENT INC/DE 54 - 2024-03-31 51,838 $3,254,000 34,298
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1692 - 2024-03-31 33,765 $2,119,000 24,180
   BANK OF AMERICA CORP /DE/ 3836 - 2024-03-31 22,096 $1,387,000 1,759
   Kendall Capital Management 67 - 2024-03-31 21,759 $1,366,000 5,835
   CITADEL ADVISORS LLC 2748 - 2024-03-31 21,642 $1,358,000 14,037
   UBS Group AG 3360 - 2024-03-31 20,333 $1,276,000 487
   COMMONWEALTH EQUITY SERVICES LLC. 2155 - 2024-03-31 17,595 $1,104,000 781
   Atria Wealth Solutions Inc. 888 - 2024-03-31 16,411 $1,030,000 341
   MARINER WEALTH ADVISORS, LLC 1812 - 2024-03-31 10,592 $665,000 5,000
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 181 - 2024-03-31 10,050 $631,000 1,452
   PACIFIC SUN FINANCIAL CORP 103 - 2024-03-31 8,555 $537,000 50
   Wagner Wealth Management LLC 78 - 2024-03-31 6,299 $395,000 112
   Strategic Financial Concepts LLC 214 - 2024-03-31 5,294 $332,000 5,294
   RAYMOND JAMES & ASSOCIATES 3400 - 2024-03-31 4,211 $264,000 38
   ICA Group Wealth Management LLC 678 - 2024-03-31 442 $28,000 40
  21 Records found
  1    
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