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Get Institutions for : 
First Trust Dow Jones Select Microcap Index Fund (FDM)  
$62.72 0.32 (0.52%) as of 4:30 Wed 5/22


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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  : 
6.96 (12.48%)  




 
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
   MORGAN STANLEY 3578 - 2024-03-31 110,072 $6,909,000 -2,575
   EMPIRICAL FINANCIAL SERVICES, LLC 163 - 2024-03-31 37,613 $2,361,000 -6,124
   Noble Family Wealth LLC 34 - 2024-03-31 23,999 $1,506,000 -3,772
   WESCAP Management Group Inc. 48 - 2024-03-31 22,505 $1,413,000 -485
   CAMELOT PORTFOLIOS, LLC 25 - 2024-03-31 19,133 $1,201,000 -5,381
   ROYAL BANK OF CANADA 2861 - 2024-03-31 18,884 $1,185,000 -6,399
   STIFEL FINANCIAL CORP 2314 - 2024-03-31 12,800 $803,000 -2,096
   Advisor Group Holdings Inc. 2665 - 2024-03-31 10,918 $685,000 -1,259
   WOODWARD DIVERSIFIED CAPITAL LLC 67 - 2024-03-31 3,266 $670,000 -83
   Ausdal Financial Partners Inc. 240 - 2024-03-31 9,489 $596,000 -159
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2389 - 2024-03-31 9,216 $578,000 -1,014
   ENVESTNET ASSET MANAGEMENT INC 3358 - 2024-03-31 8,514 $534,000 -786
   AMERIVEST INVESTMENT MANAGEMENT LLC 120 - 2023-06-30 8,928 $502,000 -309
   SMITH MOORE & CO. 274 - 2024-03-31 7,694 $483,000 -320
   HIGHTOWER ADVISORS, LLC 2399 - 2024-03-31 6,371 $401,000 -356
   MERCER GLOBAL ADVISORS INC /ADV 1751 - 2024-03-31 3,330 $209,000 -104
   Larson Financial Group LLC 570 - 2024-03-31 1,367 $86,000 -133
   HARBOUR INVESTMENTS INC. 1274 - 2023-12-31 1,189 $73,000 -24
   COMERICA BANK 2832 - 2024-03-31 579 $36,000 -308
   Goss Wealth Management LLC 2791 - 2024-03-31 189 $12,000 -3
   Global Retirement Partners LLC 2078 - 2024-03-31 172 $11,000 -54
   Householder Group Estate & Retirement Specialist L 868 - 2024-03-31 105 $7,000 -165
  22 Records found
  1    
  Page 1 of 1
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