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Get Institutions for : 
First Trust Dow Jones Select Microcap Index Fund (FDM)  
$62.09 0.55 (0.88%) as of 4:30 Fri 5/10


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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  : 
6.33 (11.36%)  




 
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
   Chicago Partners Investment Group LLC 51 - 2024-03-31 176,828 $10,652,000 7,290
   Baird Financial Group Inc. 443 - 2023-12-31 172,104 $10,557,000 5,310
   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
   ROYAL BANK OF CANADA 2745 - 2023-12-31 25,283 $1,551,000 2,882
   Kendall Capital Management 67 - 2024-03-31 21,759 $1,366,000 5,835
   COMMONWEALTH EQUITY SERVICES LLC. 2155 - 2024-03-31 17,595 $1,104,000 781
   Atria Wealth Solutions Inc. 858 - 2023-12-31 16,070 $986,000 1,321
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 181 - 2024-03-31 10,050 $631,000 1,452
   VIRTU FINANCIAL LLC 342 - 2023-12-31 9,778 $600,000 3,400
   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
   MARINER WEALTH ADVISORS, LLC 2215 - 2023-12-31 5,592 $343,000 605
   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
   MERCER GLOBAL ADVISORS INC /ADV 1805 - 2023-12-31 3,434 $211,000 3,434
  20 Records found
  1    
  Page 1 of 1
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