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First Trust Dow Jones Select MicroCap Index Fund
FDM

Overview Fund Activity

70 hedge funds and large institutions have $106M invested in First Trust Dow Jones Select MicroCap Index Fund in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 30 reducing their positions, and 4 closing their positions.

Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
15
Reduced
30
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
1
Private Advisory Group
Washington
$12.3M
2
AFG
2
Arkansas Financial Group
Arkansas
$12.8M
3
EWM
3
Empirical Wealth Management
Washington
$2.68M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.41M
5
AIP
5
Almanack Investment Partners
Pennsylvania
$294K

Top Sellers

1
HWM
1
HB Wealth Management
Georgia
$0
2
SAM
2
Smithbridge Asset Management
Pennsylvania
$205K
3
AWS
3
Atria Wealth Solutions
New York
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
VF
5
Virtu Financial
New York
$319K
Name Market Value Shares Shares
Change 		Shares
Change %
CPIG
1
Chicago Partners Investment Group
Illinois
$14M 190,698 -314 -0.2%
AFG
2
Arkansas Financial Group
Arkansas
$12.8M 174,678 +11,174 +7%
PAG
3
Private Advisory Group
Washington
$12.3M 172,210 +172,210 New
LPL Financial
4
LPL Financial
California
$10.2M 141,811 +1,198 +0.9%
Baird Financial Group
5
Baird Financial Group
Wisconsin
$9.68M 135,125 -8,047 -6%
Morgan Stanley
6
Morgan Stanley
New York
$7.52M 105,012 +458 +0.4%
Wells Fargo
7
Wells Fargo
California
$5.54M 77,317 +1,767 +2%
P
8
&Partners
Tennessee
$3.07M 42,870 +3,215 +8%
Raymond James Financial
9
Raymond James Financial
Florida
$2.73M 38,124 +713 +2%
EWM
10
Empirical Wealth Management
Washington
$2.68M 37,410 +7,718 +26%
Bank of America
11
Bank of America
North Carolina
$1.78M 24,895 +2,018 +9%
KCM
12
Kendall Capital Management
Maryland
$1.59M 22,209 +190 +0.9%
WMG
13
WESCAP Management Group
California
$1.57M 21,952 -622 -3%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.41M 19,620 +4,193 +27%
CP
15
Camelot Portfolios
Ohio
$1.3M 18,104 -1,989 -10%
NFW
16
Noble Family Wealth
Florida
$1.1M 15,361 -660 -4%
AF
17
Allworth Financial
California
$1.03M 14,427 -88 -0.6%
EF
18
Envision Financial
Wisconsin
$1.03M 14,313 -1,667 -10%
Two Sigma Investments
19
Two Sigma Investments
New York
$974K 13,600 -500 -4%
Stifel Financial
20
Stifel Financial
Missouri
$797K 11,119 +1,962 +21%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$788K 11,054 +1,940 +21%
Mariner
22
Mariner
Kansas
$780K 10,885 -568 -5%
UBS Group
23
UBS Group
Switzerland
$779K 10,875 -1,918 -15%
TYCC
24
Texas Yale Capital Corp
Florida
$716K 10,000 – –
AWM
25
Apollon Wealth Management
South Carolina
$695K 9,706 -681 -7%
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