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Get Institutions for : 
First Trust Dow Jones Select Microcap Index Fund (FDM)  
$63.56 0.15 (0.24%) as of 4:30 Wed 9/18


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 61    1
Total shares held : 
 2,096,464  
% of shares held : 
 80.32%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   2  
Amount of shares held : 
 381,356  
% of shares held change : 
   14.61%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $62.24  
Last Quarter's Ending Price : 
 $59.94  
Last Quarter's Average Price : 
 $60.97  
Change from last quarter's     
avg. price to the last closing  : 
2.59 (4.25%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 31,042
 1.48%
 
Increased Positions :
23
 461,103
 21.99%
 
Unchanged Positions :
12
 35,531
 1.69%
 
Decreased Positions :
20
-38,379
-1.83%
 
Closed Positions :
7
-72,410
-3.45%
 
Guru Positions :
0
 0%
 
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 period: 12-31-2023 View holdings for period: 3-31-2024 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. 467 - 2024-06-30 174,129 $10,437,000 -398
   MORGAN STANLEY 3608 - 2024-06-30 107,514 $6,444,000 -2,558
   SMITHBRIDGE ASSET MANAGEMENT INC/DE 54 - 2024-06-30 50,142 $3,006,000 -1,696
   EMPIRICAL FINANCIAL SERVICES, LLC 184 - 2024-06-30 32,608 $1,955,000 -5,005
   Noble Family Wealth LLC 34 - 2024-06-30 22,088 $1,324,000 -1,911
   WESCAP Management Group Inc. 48 - 2024-06-30 21,582 $1,294,000 -923
   COMMONWEALTH EQUITY SERVICES LLC. 2288 - 2024-06-30 15,968 $957,000 -1,627
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 191 - 2024-06-30 10,034 $601,000 -16
   STIFEL FINANCIAL CORP 2548 - 2024-06-30 9,288 $557,000 -3,512
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2481 - 2024-06-30 8,661 $519,000 -555
   AMERIVEST INVESTMENT MANAGEMENT LLC 120 - 2023-06-30 8,928 $502,000 -309
   SMITH MOORE & CO. 276 - 2024-06-30 7,664 $459,000 -30
   ENVESTNET ASSET MANAGEMENT INC 3503 - 2024-06-30 7,149 $429,000 -1,365
   Advisor Group Holdings Inc. 2919 - 2024-06-30 6,687 $401,000 -4,231
   CAPTRUST FINANCIAL ADVISORS 1661 - 2024-06-30 6,261 $375,000 -73
   HIGHTOWER ADVISORS, LLC 2492 - 2024-06-30 6,241 $373,000 -130
   Wagner Wealth Management LLC 81 - 2024-06-30 6,142 $368,000 -157
   ROYAL BANK OF CANADA 3932 - 2024-06-30 4,939 $296,000 -13,945
   HARBOUR INVESTMENTS INC. 1399 - 2024-06-30 1,144 $69,000 -45
   PNC FINANCIAL SERVICES GROUP INC 3286 - 2024-06-30 482 $29,000 -182
   Householder Group Estate & Retirement Specialist L 929 - 2024-06-30 85 $5,000 -20
  21 Records found
  1    
  Page 1 of 1
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