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Get Institutions for : 
First Trust Dow Jones Select Microcap Index Fund (FDM)  
$60.40 0.34 (0.57%) as of 4:30 Fri 4/26


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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  : 
4.64 (8.33%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Baird Financial Group Inc. 443 - 2023-12-31 172,104 $10,557,000 5,310
   Chicago Partners Investment Group LLC 50 - 2023-12-31 169,538 $10,027,000 9,581
   LPL FINANCIAL CORP 1463 - 2023-12-31 114,228 $7,007,000 4,224
   MORGAN STANLEY 3601 - 2023-12-31 112,647 $6,910,000 -24,647
   WELLS FARGO & CO/MN 1782 - 2023-12-31 102,355 $6,278,000 -249
   MARQUETTE ASSET MANAGEMENT INC. 15 - 2023-12-31 102,167 $6,267,000 4,857
   ARKANSAS FINANCIAL GROUP INC. 27 - 2024-03-31 94,332 $5,921,000 5,079
   EMPIRICAL FINANCIAL SERVICES, LLC 138 - 2023-12-31 43,737 $2,683,000 -1,630
   HB Wealth Management LLC 213 - 2023-12-31 35,000 $2,147,000 10,000
   ROYAL BANK OF CANADA 2745 - 2023-12-31 25,283 $1,551,000 2,882
   Noble Family Wealth LLC 34 - 2024-03-31 23,999 $1,506,000 -3,772
   CAMELOT PORTFOLIOS, LLC - 2023-12-31 24,514 $1,504,000 3,156
   WESCAP Management Group Inc. 44 - 2023-12-31 22,990 $1,410,000 -1,073
   BANK OF AMERICA CORP /DE/ 3861 - 2023-12-31 20,337 $1,247,000 -985
   UBS Group AG 3266 - 2023-12-31 19,846 $1,217,000 -2,709
   SMITHBRIDGE ASSET MANAGEMENT INC/DE 79 - 2023-12-31 17,540 $1,076,000 -101
   COMMONWEALTH EQUITY SERVICES LLC. 2114 - 2023-12-31 16,814 $1,031,000 -946
   Atria Wealth Solutions Inc. 858 - 2023-12-31 16,070 $986,000 1,321
   Kendall Capital Management *New 2023-12-31 15,924 $977,000 15,924
   STIFEL FINANCIAL CORP 2189 - 2023-12-31 14,896 $914,000 -242
   Advisor Group Holdings Inc. 2790 - 2023-12-31 12,177 $747,000 -5,333
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2237 - 2023-12-31 10,230 $628,000 -6
   WOODWARD DIVERSIFIED CAPITAL LLC 69 *New 2023-12-31 3,349 $625,000 3,349
   VIRTU FINANCIAL LLC 342 - 2023-12-31 9,778 $600,000 3,400
   Ausdal Financial Partners Inc. 240 - 2024-03-31 9,489 $596,000 -159
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3528 - 2023-12-31 9,585 $588,000 -14,076
   ENVESTNET ASSET MANAGEMENT INC 3236 - 2023-12-31 9,300 $570,000 -2,065
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 183 - 2023-12-31 8,598 $527,000 131
   PACIFIC SUN FINANCIAL CORP 96 - 2023-12-31 8,505 $522,000 2
   AMERIVEST INVESTMENT MANAGEMENT LLC 120 - 2023-06-30 8,928 $502,000 -309
   SMITH MOORE & CO. 259 - 2023-12-31 8,014 $492,000 0
   CITADEL ADVISORS LLC 3670 - 2023-12-31 7,605 $466,000 -10,586
   HIGHTOWER ADVISORS, LLC 2396 - 2023-12-31 6,727 $412,000 -195
   CAPTRUST FINANCIAL ADVISORS 1922 - 2023-12-31 6,334 $389,000 -39
   Wagner Wealth Management LLC 86 - 2023-12-31 6,187 $380,000 -871
   Graves-Light Private Wealth Management Inc. 128 *New 2023-12-31 6,068 $372,000 6,068
   MARINER WEALTH ADVISORS, LLC 2215 - 2023-12-31 5,592 $343,000 605
   RAYMOND JAMES & ASSOCIATES 3333 - 2023-12-31 4,173 $256,000 0
   Kingsview Wealth Management LLC 855 - 2023-12-31 3,719 $228,000 -5,050
   MML INVESTORS SERVICES LLC 2225 *New 2023-12-31 3,713 $228,000 3,713
   NAPLES GLOBAL ADVISORS LLC 377 - 2023-12-31 3,650 $224,000 3,650
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2817 - 2023-12-31 3,432 $211,000 3,432
   MERCER GLOBAL ADVISORS INC /ADV 1805 - 2023-12-31 3,434 $211,000 3,434
   Aspect Partners LLC 75 - 2023-12-31 2,489 $153,000 0
   Larson Financial Group LLC 499 - 2023-12-31 1,500 $92,000 7
   HARBOUR INVESTMENTS INC. 1274 - 2023-12-31 1,189 $73,000 -24
   Salomon & Ludwin LLC 267 - 2023-12-31 1,303 $71,000 0
   COMERICA BANK 2683 - 2023-12-31 887 $54,000 0
   PNC FINANCIAL SERVICES GROUP INC 3062 - 2023-12-31 664 $41,000 0
   ICA Group Wealth Management LLC 671 *New 2023-12-31 402 $25,000 402
   Steward Partners Investment Advisory LLC 2492 - 2023-12-31 259 $16,000 0
   Householder Group Estate & Retirement Specialist L - 2023-12-31 270 $16,000 0
   Global Retirement Partners LLC 1921 - 2023-12-31 226 $13,000 0
   Geneos Wealth Management Inc. - 2023-12-31 200 $12,000 0
   Goss Wealth Management LLC 2761 - 2023-12-31 192 $12,000 -280
   FMR LLC 4100 - 2023-12-31 143 $9,000 1
   ANCORA ADVISORS, LLC 1291 - 2023-12-31 108 $7,000 0
   Key Financial Inc 996 - 2023-12-31 63 $4,000 0
   J P MORGAN CHASE & CO 5495 - 2023-12-31 24 $1,000 0
   CITIGROUP INC 4544 *Closed 2023-12-31 0 $0 -2
   Walkner Condon Financial Advisors LLC *Closed 2023-12-31 0 $0 -3,775
   PROEQUITIES INC. 6600 - 2023-12-31 0 $0 0
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 3589 *Closed 2023-12-31 0 $0 -7,778
   Atlas Private Wealth Advisors 186 *Closed 2023-12-31 0 $0 -6,730
   GRADIENT INVESTMENTS LLC 1860 - 2023-12-31 3 $0 0
   Strategic Financial Concepts LLC 274 *Closed 2023-12-31 0 $0 -4,799
   BB&T CORP 2662 *Closed 2023-12-31 0 $0 -4,028
  67 Records found
  1    
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