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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
   HB Wealth Management LLC 228 - 2024-03-31 35,000 $2,197,000 0
   SMITH MOORE & CO. 259 - 2023-12-31 8,014 $492,000 0
   NAPLES GLOBAL ADVISORS LLC 372 - 2024-03-31 3,650 $229,000 0
   Salomon & Ludwin LLC 279 - 2024-03-31 1,303 $82,000 0
   COMERICA BANK 2683 - 2023-12-31 887 $54,000 0
   PNC FINANCIAL SERVICES GROUP INC 3062 - 2023-12-31 664 $41,000 0
   Steward Partners Investment Advisory LLC 2492 - 2023-12-31 259 $16,000 0
   Geneos Wealth Management Inc. 1480 - 2024-03-31 200 $13,000 0
   ANCORA ADVISORS, LLC 1291 - 2023-12-31 108 $7,000 0
   Key Financial Inc 967 - 2024-03-31 63 $4,000 0
   J P MORGAN CHASE & CO 5495 - 2023-12-31 24 $1,000 0
   PROEQUITIES INC. 3090 - 2024-03-31 0 $0 0

  12 Records found
  1    
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