How many shares of FDM does LPL Financial LLC own?

As of 2026-Q2, LPL Financial LLC holds 215,856 shares of FDM (FIRST TRUST DOW J SELECT MIC).

What is LPL Financial LLC's FDM position worth?

As of 2026-Q2, LPL Financial LLC's FDM position is worth $20.1M.

In 2026-Q2, LPL Financial LLC increased their FDM position (+0.7% change in shares).

Based on available 13F filings, LPL Financial LLC first reported a position in FDM in 2018-Q4. They have held the position across 31 quarters.

Position history for LPL Financial LLC's holdings in FIRST TRUST DOW J SELECT MIC

Current Value

$20.1M

Current Shares

215,856

Total Value Change

+$18M

Total Shares Change

+165,248

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	215,856	+0.7%	$20.1M	0.0%	$93.11	29
2026-Q1	Increased	214,367	+26.8%	$17.6M	0.0%	$84.88	35
2025-Q4	Increased	169,032	+5.4%	$13.5M	0.0%	$79.92	30
2025-Q3	Increased	160,434	+13.1%	$12.2M	0.0%	$75.33	32
2025-Q2	Increased	141,811	+0.8%	$10.2M	0.0%	$70.74	28
2025-Q1	Decreased	140,613	-15.9%	$8.7M	0.0%	$61.76	0
2024-Q4	Increased	167,123	+35.4%	$11.4M	0.0%	$66.92	36
2024-Q3	Decreased	123,421	-1.5%	$7.9M	0.0%	$62.53	0
2024-Q2	Increased	125,306	+7.4%	$7.5M	0.0%	$58.59	29
2024-Q1	Increased	116,672	+2.1%	$7.3M	0.0%	$60.83	28
2023-Q4	Increased	114,228	+3.8%	$7M	0.0%	$59.39	28
2023-Q3	Decreased	110,004	-1.6%	$6M	0.0%	$52.83	0
2023-Q2	Increased	111,805	+20.2%	$6.3M	0.0%	$54.04	32
2023-Q1	Decreased	93,044	-3.5%	$5M	0.0%	$50.34	0
2022-Q4	Decreased	96,383	-15.6%	$5.3M	0.0%	$52.66	0
2022-Q3	Decreased	114,234	-9.6%	$5.7M	0.0%	$47.54	0
2022-Q2	Decreased	126,380	-1.9%	$6.6M	0.0%	$49.25	0
2022-Q1	Increased	128,796	+2.7%	$7.8M	0.0%	$56.91	28
2021-Q4	Increased	125,461	+8.6%	$8M	0.0%	$59.54	30
2021-Q3	Decreased	115,548	-7.6%	$6.9M	0.0%	$56.18	0
2021-Q2	Increased	125,078	+0.3%	$7.7M	0.0%	$56.84	27
2021-Q1	Increased	124,687	+55.3%	$7.5M	0.0%	$54.71	39
2020-Q4	Decreased	80,276	-1.2%	$3.8M	0.0%	$44.05	0
2020-Q3	Increased	81,233	+86.4%	$3M	0.0%	$34.20	41
2020-Q2	Increased	43,587	+24.2%	$1.7M	0.0%	$35.07	31
2020-Q1	Decreased	35,083	-44.3%	$1.1M	0.0%	$28.06	0
2019-Q4	Decreased	63,016	-7.3%	$3.2M	0.0%	$45.94	0
2019-Q3	Increased	67,956	+22.2%	$3.1M	0.0%	$41.16	32
2019-Q2	Decreased	55,623	-7.9%	$2.5M	0.0%	$40.48	0
2019-Q1	Increased	60,384	+19.3%	$2.7M	0.0%	$39.87	31
2018-Q4	New	50,608	-	$2.1M	0.0%	$35.93	36

Other major holders of FDM: Baird Financial Group, Inc.