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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
AIC
51
Allodium Investment Consultants
Minnesota
$279K
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$262K -$7.09K -85 -3%
AQR Capital Management
53
AQR Capital Management
Connecticut
$259K +$263K +3,150 New
IFG
54
Independent Financial Group
California
$252K -$10.8K -130 -4%
WMWM
55
Whitaker-Myers Wealth Managers
Ohio
$245K +$14.4K +173 +6%
QCM
56
Quantinno Capital Management
New York
$241K
CA
57
CoreCap Advisors
Michigan
$207K +$501 +6 +0.2%
SAM
58
Smithbridge Asset Management
Pennsylvania
$205K -$149K -1,783 -42%
AP
59
Aspect Partners
Virginia
$204K
OSAM
60
O'Shaughnessy Asset Management
Connecticut
$199K +$202K +2,426 New
BBHC
61
Brown Brothers Harriman & Co
New York
$193K
NA
62
NewEdge Advisors
Louisiana
$124K -$501 -6 -0.4%
SL
63
Salomon & Ludwin
Virginia
$108K
HI
64
Harbour Investments
Wisconsin
$63.1K
CFD
65
Creative Financial Designs
Indiana
$57.9K +$6.34K +76 +12%
Fidelity Investments
66
Fidelity Investments
Massachusetts
$56K +$9.6K +115 +20%
RIL
67
Rothschild Investment LLC
Illinois
$45.1K
MNA
68
Manning & Napier Advisors
New York
$41K
GWM
69
Geneos Wealth Management
Colorado
$32.8K
MWM
70
Mosley Wealth Management
California
$30.3K +$33.4K +400 New
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$28.9K +$29.4K +352 New
SPIA
72
Steward Partners Investment Advisory
New York
$21.4K
GSWM
73
Golden State Wealth Management
California
$20.9K
JP Morgan Chase
74
JP Morgan Chase
New York
$17.8K +$18.4K +220 New
AF
75
Advisornet Financial
Minnesota
$14.3K