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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 %
NA
51
NewEdge Advisors
Louisiana
$87.6K 1,223 – –
GRP
52
Global Retirement Partners
California
$72.8K 1,016 +1,016 New
LFG
53
Larson Financial Group
Missouri
$62.8K 876 -67 -7%
HI
54
Harbour Investments
Wisconsin
$55.1K 769 -131 -15%
PSFG
55
Park Square Financial Group
Georgia
$40.3K 562 – –
RIL
56
Rothschild Investment LLC
Illinois
$39.4K 550 – –
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$34.5K 482 – –
Comerica Bank
58
Comerica Bank
Texas
$32.7K 457 -31 -6%
GWM
59
Geneos Wealth Management
Colorado
$28.7K 400 -200 -33%
Fidelity Investments
60
Fidelity Investments
Massachusetts
$27.2K 379 -74 -16%
SPIA
61
Steward Partners Investment Advisory
New York
$18.7K 261 -1 -0.4%
GSWM
62
Golden State Wealth Management
California
$18.3K 255 – –
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$10.7K 150 +150 New
FFA
64
Farther Finance Advisors
California
$8.45K 118 – –
AA
65
Ancora Advisors
Ohio
$7.74K 108 – –
SIC
66
SJS Investment Consulting
Ohio
$7.38K 103 +103 New
CAL
67
Capital Analysts LLC
Pennsylvania
$6K 83 – –
KFI
68
Key Financial Inc
Pennsylvania
$4.51K 63 – –
GJIA
69
Glass Jacobson Investment Advisors
Maryland
$4.17K 58 +58 New
SS
70
SBI Securities
Japan
$2.44K 34 – –
HWM
71
HB Wealth Management
Georgia
– – -45,000 Closed
AWS
72
Atria Wealth Solutions
New York
– – -19,457 Closed
Citadel Advisors
73
Citadel Advisors
Florida
– – -14,309 Closed
HAS
74
Horizon Advisory Services
New York
– – -3,588 Closed
FHA
75
First Horizon Advisors
Tennessee
– – – –
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3