First Trust Dow Etf Profile

FDM Etf  USD 82.98  2.49  2.91%   

Performance

Good

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
First Trust is selling at 82.98 as of the 26th of January 2026; that is 2.91 percent decrease since the beginning of the trading day. The etf's lowest day price was 82.98. First Trust has less than a 10 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 28th of October 2025 and ending today, the 26th of January 2026. Click here to learn more.
The fund will normally invest at least 80 percent of its net assets in the common stocks of U.S. micro-capitalization companies which are publicly traded in the United States. DJ Select is traded on NYSEARCA Exchange in the United States. The company has 95.63 M outstanding shares. More on First Trust Dow

Moving together with First Etf

  0.92VBR Vanguard Small CapPairCorr
  0.93IWN iShares Russell 2000PairCorr
  0.96DFAT Dimensional TargetedPairCorr
  0.93IJS iShares SP SmallPairCorr
  0.93SLYV SPDR SP 600PairCorr
  0.97AVUV Avantis Small CapPairCorr

First Etf Highlights

Thematic IdeaSize And Style ETFs (View all Themes)
Old NameFreedom Oil and Gas Ltd
Business ConcentrationSize And Style ETFs, Small Value, First Trust (View all Sectors)
IssuerFirst Trust
Inception Date2005-09-27
BenchmarkDow Jones Select Microcap Index
Entity TypeRegulated Investment Company
Asset Under Management230.79 Million
Average Trading Volume7,766
Asset TypeEquity
CategorySize and Style
FocusMicro Cap
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorThe Bank of New York Mellon Corporation
AdvisorFirst Trust Advisors L.P.
CustodianThe Bank of New York Mellon Corporation
DistributorFirst Trust Portfolios L.P.
Portfolio ManagerDaniel J. Lindquist, Jon Erickson David McGarel, RogerTestin, Stan Ueland, Chris Peterson, Erik Russo
Transfer AgentThe Bank of New York Mellon Corporation
Fiscal Year End31-Dec
ExchangeNYSE Arca, Inc.
Number of Constituents152
Market MakerRBC Capital Markets
Total Expense0.65
Management Fee0.5
Country NameUSA
Returns Y T D4.23
NameFirst Trust Dow Jones Select MicroCap Index Fund
Currency CodeUSD
Open FigiBBG000JGZYM6
In Threey Volatility20.71
1y Volatility17.66
200 Day M A72.8906
50 Day M A79.743
CodeFDM
Updated At25th of January 2026
Currency NameUS Dollar
First Trust Dow [FDM] is traded in USA and was established 2005-09-27. The fund is classified under Small Value category within First Trust family. The entity is thematically classified as Size And Style ETFs. First Trust Dow currently have 137.7 M in assets under management (AUM). , while the total return for the last 3 years was 14.1%. First Trust Dow has about 25.83 M in cash with 22.49 M of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 0.19.
Check First Trust Probability Of Bankruptcy

Geographic Allocation (%)

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on First Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding First Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as First Trust Dow Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

First Trust Dow Currency Exposure

First Trust Dow holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of First Trust will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in First Trust Dow.

First Trust Dow Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in First Trust. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

First Trust Dow Technical Analysis

Transformation
The output start index for this execution was zero with a total number of output elements of sixty-one. First Trust Dow Inverse Tangent Over Price Movement function is an inverse trigonometric method to describe First Trust price patterns.

First Trust Against Markets

First Etf Analysis Notes

First Trust is is formed as Regulated Investment Company in the United States. ETF is managed and operated by The Bank of New York Mellon Corporation. The fund has 152 constituents with avarage daily trading value of 7.8 K. The fund charges 0.5 percent management fee with a total expences of 0.65 percent of total asset. The fund generated five year return of 11.0%. First Trust Dow retains 99.46% of assets under management (AUM) in equities. This fund last dividend was 0.178 per share. The fund will normally invest at least 80 percent of its net assets in the common stocks of U.S. micro-capitalization companies which are publicly traded in the United States. DJ Select is traded on NYSEARCA Exchange in the United States. To learn more about First Trust Dow call the company at NA or check out www.fdmgroup.com.

First Trust Dow Investment Alerts

First Trust Thematic Classifications

In addition to having First Trust etf in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
Size And Style ETFs Idea
Size And Style ETFs
USA ETFs from Size And Style clasification

First Profitablity

The company has Net Profit Margin of 0.13 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of 21.53 %, which entails that for every 100 dollars of revenue, it generated $21.53 of operating income.

Management Efficiency

The company has Return on Asset of 0.32 % which means that on every $100 spent on assets, it made $0.32 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.47 %, implying that it generated $0.47 on every 100 dollars invested. First Trust's management efficiency ratios could be used to measure how well First Trust manages its routine affairs as well as how well it operates its assets and liabilities.
Management at First Trust Dow focuses on leveraging technology and optimizing operations. We evaluate the impact of these focuses on the company's financial health and stock performance.
Returns 3 Y
14.13
Returns 5 Y
11.43
Returns 1 Y
19.53
Total Assets
224.9 M
Yield
1.43

Top First Trust Dow Etf Constituents

Institutional Etf Holders for First Trust

Have you ever been surprised when a price of an equity instrument such as First Trust is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading First Trust Dow backward and forwards among themselves. First Trust's institutional investor refers to the entity that pools money to purchase First Trust's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Note, although First Trust's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

First Trust Outstanding Bonds

First Trust issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. First Trust Dow uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most First bonds can be classified according to their maturity, which is the date when First Trust Dow has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

First Trust Predictive Daily Indicators

First Trust intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of First Trust etf daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

First Trust Forecast Models

First Trust's time-series forecasting models are one of many First Trust's etf analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary First Trust's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.
When determining whether First Trust Dow is a strong investment it is important to analyze First Trust's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact First Trust's future performance. For an informed investment choice regarding First Etf, refer to the following important reports:
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in First Trust Dow. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as various price indices.
You can also try the Money Managers module to screen money managers from public funds and ETFs managed around the world.
The market value of First Trust Dow is measured differently than its book value, which is the value of First that is recorded on the company's balance sheet. Investors also form their own opinion of First Trust's value that differs from its market value or its book value, called intrinsic value, which is First Trust's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because First Trust's market value can be influenced by many factors that don't directly affect First Trust's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between First Trust's value and its price as these two are different measures arrived at by different means. Investors typically determine if First Trust is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, First Trust's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.