FIRST TRUST EXCHANGE-TRADED FUND - FDM

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$131.5M

QoQ value delta ($000)

+$13.83M (+11.76%)

Implied price effect (QoQ)

+5.68%

Total shares

1,644,078

QoQ shares delta

+89,337 (+5.75%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Early Q1 2026 data: only 18 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
Chicago Partners Investment Group LLC	15,805	190,478	0.39%
Private Advisory Group LLC	15,206	191,000	1.19%
ARKANSAS FINANCIAL GROUP, INC.	13,807	173,432	1.99%
LPL Financial LLC	13,457	169,032	0.0%
Baird Financial Group, Inc.	10,953	137,581	0.02%
MORGAN STANLEY	7,615	95,648	0.0%
WELLS FARGO & COMPANY/MN	6,159	77,369	0.0%
RAYMOND JAMES FINANCIAL INC	4,427	55,614	0.0%
&PARTNERS	3,584	45,017	0.02%
HB Wealth Management, LLC	3,582	45,000	0.02%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	2,885	36,238	0.05%
Kendall Capital Management	1,768	22,209	0.37%
WESCAP Management Group, Inc.	1,590	19,980	0.32%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	1,536	19,305	0.0%
BANK OF AMERICA CORP /DE/	1,375	17,273	0.0%
Bristlecone Value Partners, LLC	1,277	16,049	1.47%
NORTHBRIDGE FINANCIAL GROUP, LLC	1,193	14,987	0.54%
Noble Family Wealth, LLC	1,189	14,941	0.25%
JONES FINANCIAL COMPANIES LLLP	1,184	14,876	0.0%
Envision Financial LLC	1,143	14,360	0.6%
Camelot Portfolios, LLC	1,119	14,061	0.69%
STIFEL FINANCIAL CORP	1,069	13,427	0.0%
Texas Yale Capital Corp.	1,014	12,740	0.03%
Urban Financial Advisory Corp	980	12,320	0.38%
UBS Group AG	963	12,106	0.0%