
First Trust Dow Jones Select MicroCap Index Fund is an exchange-traded fund on ARCA. As of Q3 2025, 73 institutional investors hold shares in this ETF, with total holdings valued at $118.8M. Chicago Partners Investment Group LLC is the largest holder with a position valued at $14.4M.
Overview of institutional ownership in FDM as of Q3 2025
Institutions with the largest positions in FDM as of Q3 2025
| Institution | Position Value |
|---|---|
Chicago Partners Investment Group LLC RIA/Wealth | $14.4M 0.38% of portfolio |
P Private Advisory Group LLC RIA/Wealth | $13.8M 1.20% of portfolio |
ARKANSAS FINANCIAL GROUP, INC. RIA/Wealth | $13.3M 1.96% of portfolio |
L LPL Financial LLC Institution | $12.2M 0.00% of portfolio |
Baird Financial Group, Inc. Private Equity | $10.4M 0.02% of portfolio |
MORGAN STANLEY RIA/Wealth | $7.2M 0.00% of portfolio |
WELLS FARGO & COMPANY/MN Institution | $5.9M 0.00% of portfolio |
H HB Wealth Management, LLC Institution | $3.4M 0.02% of portfolio |
W WILEY BROS.-AINTREE CAPITAL, LLC Institution | $3.4M 0.02% of portfolio |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $2.8M 0.00% of portfolio |
Institutional buying and selling activity for FDM in Q3 2025
| Institution | Net Bought |
|---|---|
H HB Wealth Management, LLC Institution | +$3.4M +45.0K shares |
L LPL Financial LLC Institution | +$1.4M +18.6K shares |
H HRT FINANCIAL LLC Institution | +$1.1M +14.1K shares |
Urban Financial Advisory Corp RIA/Wealth | +$883.0K +11.7K shares |
Cetera Investment Advisers RIA/Wealth | +$881.1K +11.6K shares |
P Private Advisory Group LLC RIA/Wealth | +$782.8K +10.3K shares |
Whitaker-Myers Wealth Managers, LTD. RIA/Wealth | +$209.6K +2.8K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | +$136.8K +1.8K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$123.0K +1.6K shares |
Baird Financial Group, Inc. Private Equity | +$114.8K +1.5K shares |
| Institution | Net Sold |
|---|---|
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$1.2M −15.8K shares |
MORGAN STANLEY RIA/Wealth | −$750.7K −9.9K shares |
S Strategic Financial Concepts, LLC RIA/Wealth | −$454.7K −6.3K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$320.7K −4.5K shares |
V Virtu Financial LLC Institution | −$319.3K −4.5K shares |
Almanack Investment Partners, LLC. RIA/Wealth | −$294.4K −4.1K shares |
A Advisor Group Holdings, Inc. Institution | −$250.9K −3.3K shares |
J JANE STREET GROUP, LLC Institution | −$233.9K −3.3K shares |
Hanson McClain, Inc. RIA/Wealth | −$198.8K −2.6K shares |
−$167.0K −2.2K shares |
Institutions that initiated new positions or completely exited FDM in Q3 2025
| Institution | Position Value |
|---|---|
H HRT FINANCIAL LLC Institution | $1.1M 14.1K shares |
Urban Financial Advisory Corp RIA/Wealth | $883.0K 11.7K shares |
Whitaker-Myers Wealth Managers, LTD. RIA/Wealth | $209.6K 2.8K shares |
MANNING & NAPIER ADVISORS LLC RIA/Wealth | $37.9K 500.0 shares |
| Institution | Previous Position |
|---|---|
S Strategic Financial Concepts, LLC RIA/Wealth | $454.7K 6.3K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $320.7K 4.5K shares |
V Virtu Financial LLC Institution | $319.3K 4.5K shares |
Almanack Investment Partners, LLC. RIA/Wealth | $294.4K 4.1K shares |
J JANE STREET GROUP, LLC Institution | $233.9K 3.3K shares |
Park Square Financial Group, LLC RIA/Wealth | $40.3K 562.0 shares |
Institutions with the largest Call and Put options positions in FDM as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with FDM as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
ARKANSAS FINANCIAL GROUP, INC. RIA/Wealth | 1.96% $13.3M |
P Private Advisory Group LLC RIA/Wealth | 1.20% $13.8M |
Camelot Portfolios, LLC RIA/Wealth | 0.79% $1.3M |
Envision Financial LLC RIA/Wealth | 0.62% $1.1M |
Urban Financial Advisory Corp RIA/Wealth | 0.41% $883.0K |
Kendall Capital Management RIA/Wealth | 0.38% $1.7M |
Chicago Partners Investment Group LLC RIA/Wealth | 0.38% $14.4M |
WESCAP Management Group, Inc. RIA/Wealth | 0.34% $1.6M |
PACIFIC SUN FINANCIAL CORP RIA/Wealth | 0.30% $621.5K |
Noble Family Wealth, LLC RIA/Wealth | 0.26% $1.2M |
Discover hedge funds investing in FDM


| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $680.4M | 1.10% | |
ETF ETF | $582.6M | 0.94% | |
ETF ETF | $489.6M | 0.79% |
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