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First Trust Dow Jones Select MicroCap Index Fund
FDM

Overview Fund Activity

71 hedge funds and large institutions have $108M 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, 16 increasing their positions, 30 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+3
Holders Change %
+4.41%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
16
Reduced
30
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
Private Advisory Group
Washington
+$12.3M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.35M
3
AFG
Arkansas Financial Group
Arkansas
+$817K
4
EWM
Empirical Wealth Management
Washington
+$553K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$300K

Top Sellers

1
HWM
HB Wealth Management
Georgia
-$2.8M
2
SAM
Smithbridge Asset Management
Pennsylvania
-$1.29M
3
AWS
Atria Wealth Solutions
New York
-$1.21M
4
Citadel Advisors
Citadel Advisors
Florida
-$890K
5
VF
Virtu Financial
New York
-$724K
Name Holding Trade Value Shares
Change 		Shares
Change %
SL
51
Salomon & Ludwin
Virginia
$95.3K – – –
NA
52
NewEdge Advisors
Louisiana
$87.6K – – –
GRP
53
Global Retirement Partners
California
$72.8K +$72.8K +1,016 New
LFG
54
Larson Financial Group
Missouri
$62.8K -$4.8K -67 -7%
HI
55
Harbour Investments
Wisconsin
$55.1K -$9.38K -131 -15%
PSFG
56
Park Square Financial Group
Georgia
$40.3K – – –
RIL
57
Rothschild Investment LLC
Illinois
$39.4K – – –
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$34.5K – – –
Comerica Bank
59
Comerica Bank
Texas
$32.7K -$2.22K -31 -6%
GWM
60
Geneos Wealth Management
Colorado
$28.7K -$14.3K -200 -33%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$27.2K -$5.3K -74 -16%
SPIA
62
Steward Partners Investment Advisory
New York
$18.7K -$72 -1 -0.4%
GSWM
63
Golden State Wealth Management
California
$18.3K – – –
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$10.7K +$10.7K +150 New
FFA
65
Farther Finance Advisors
California
$8.45K – – –
AA
66
Ancora Advisors
Ohio
$7.74K – – –
SIC
67
SJS Investment Consulting
Ohio
$7.38K +$7.38K +103 New
CAL
68
Capital Analysts LLC
Pennsylvania
$6K – – –
KFI
69
Key Financial Inc
Pennsylvania
$4.51K – – –
GJIA
70
Glass Jacobson Investment Advisors
Maryland
$4.17K +$4.17K +58 New
SS
71
SBI Securities
Japan
$2.44K – – –
HWM
72
HB Wealth Management
Georgia
– -$2.8M -45,000 Closed
AWS
73
Atria Wealth Solutions
New York
– -$1.21M -19,457 Closed
Citadel Advisors
74
Citadel Advisors
Florida
– -$890K -14,309 Closed
HAS
75
Horizon Advisory Services
New York
– -$223K -3,588 Closed
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