We are live on ! Find out more
FDM icon

First Trust Dow Jones Select MicroCap Index Fund

85 hedge funds and large institutions have $140M invested in First Trust Dow Jones Select MicroCap Index Fund in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

7% more capital invested

Capital invested by funds: $132M → $140M (+$8.67M)

1% more funds holding

Funds holding: 8485 (+1)

0.45% more ownership

Funds ownership: 60.9%61.35% (+0.45%)

14% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 29

Holders
85
Holders Change
+1
Holders Change %
+1.19%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
25
Reduced
29
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CP
26
Camelot Portfolios
Ohio
$886K -$272K -3,264 -23%
Two Sigma Investments
27
Two Sigma Investments
New York
$878K +$376K +4,500 +73%
Osaic Holdings
28
Osaic Holdings
Arizona
$872K -$6.17K -74 -0.7%
FTS
29
Fifth Third Securities
Ohio
$799K -$834 -10 -0.1%
Stifel Financial
30
Stifel Financial
Missouri
$783K -$324K -3,886 -29%
EP
31
E6 Portfolios
Utah
$752K +$15.1K +181 +2%
AWM
32
Apollon Wealth Management
South Carolina
$736K -$22.2K -266 -3%
SMC
33
Smith, Moore & Co
Missouri
$727K +$12.3K +148 +2%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$698K -$206K -2,466 -22%
PSF
35
Pacific Sun Financial
California
$664K +$1.67K +20 +0.2%
Mariner
36
Mariner
Kansas
$644K -$254K -3,040 -28%
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$640K +$60.5K +725 +10%
AFP
38
Ausdal Financial Partners
Iowa
$632K +$167 +2 +0%
KAS
39
Kestra Advisory Services
Texas
$561K +$219K +2,623 +62%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$508K
SWM
41
SHP Wealth Management
Massachusetts
$506K +$514K +6,161 New
WWMSC
42
Wagner Wealth Management (South Carolina)
South Carolina
$475K -$334 -4 -0.1%
GIA
43
Gladstone Institutional Advisory
Florida
$425K +$432K +5,183 New
AWA
44
Arkadios Wealth Advisors
Georgia
$421K +$428K +5,125 New
HighTower Advisors
45
HighTower Advisors
Illinois
$421K -$9.1K -109 -2%
GAM
46
Gemmer Asset Management
California
$373K +$1.08K +13 +0.3%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$335K -$203K -2,431 -37%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$334K +$127K +1,527 +60%
Brown Advisory
49
Brown Advisory
Maryland
$309K
BCA
50
Bay Colony Advisors
Massachusetts
$280K -$36K -431 -11%