FDM — First Trust Dow Jones Select Microcap Index Fund Institutional Holders · Q3 2026
Who owns First Trust Dow Jones Select Microcap Index Fund (FDM)? 3 institutions reported holding $580,336 in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: CoreCap Advisors, LLC ($285,251), Whitaker-Myers Wealth Managers, LTD. ($284,754), Farther Finance Advisors, LLC ($10,331).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CoreCap Advisors, LLC | $285,251 | 3,258 | Added |
| 2 | Whitaker-Myers Wealth Managers, LTD. | $284,754 | 3,252 | Added |
| 3 | Farther Finance Advisors, LLC | $10,331 | 118 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30