FDM icon

First Trust Dow Jones Select MicroCap Index Fund

56 hedge funds and large institutions have $70M invested in First Trust Dow Jones Select MicroCap Index Fund in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 4 closing their positions.

Holders
56
Holders Change
-3
Holders Change %
-5.08%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
17
Reduced
26
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BCA
26
Bay Colony Advisors
Massachusetts
$501K 8,910
PSF
27
Pacific Sun Financial
California
$462K 8,603 +8,603 New
SMC
28
Smith, Moore & Co
Missouri
$456K 8,101 -159 -2%
SAM
29
Smithbridge Asset Management
Pennsylvania
$430K 7,647 +1,019 +15%
AAS
30
Avantax Advisory Services
Texas
$421K 7,486 +7,486 New
WWM
31
Wagner Wealth Management
South Carolina
$410K 7,299 +68 +0.9%
HighTower Advisors
32
HighTower Advisors
Illinois
$400K 7,133 -154 -2%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$358K 6,373 -81 -1%
AT
34
American Trust
Kentucky
$281K 5,409
Mariner
35
Mariner
Kansas
$280K 4,987 -968 -16%
RJA
36
Raymond James & Associates
Florida
$238K 4,235 -289 -6%
KAS
37
Kestra Advisory Services
Texas
$237K 4,211 -52 -1%
Truist Financial
38
Truist Financial
North Carolina
$226K 4,020 +42 +1%
WCFA
39
Walkner Condon Financial Advisors
Wisconsin
$224K 3,979 -400 -9%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$217K 3,859 -1,201 -24%
NGA
41
Naples Global Advisors
Florida
$211K 3,760 -200 -5%
Citadel Advisors
42
Citadel Advisors
Florida
$205K 3,638 -10,278 -74%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$204K 3,619 -136 -4%
LFG
44
Larson Financial Group
Missouri
$87.8K 1,561 +10 +0.6%
HI
45
Harbour Investments
Wisconsin
$64K 1,139 -584 -34%
NA
46
NewEdge Advisors
Louisiana
$59.7K 1,062 +483 +83%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$37.3K 664
Citigroup
48
Citigroup
New York
$24K 427 -575 -57%
SPIA
49
Steward Partners Investment Advisory
New York
$14.6K 259 -42 -14%
GRP
50
Global Retirement Partners
California
$12.7K 226