FDM icon

First Trust Dow Jones Select MicroCap Index Fund

28 hedge funds and large institutions have $23.8M invested in First Trust Dow Jones Select MicroCap Index Fund in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 6 closing their positions.

Holders
28
Holders Change
-3
Holders Change %
-9.68%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$7.77M 167,711 +17,130 +11%
CPIG
2
Chicago Partners Investment Group
Illinois
$2.25M 48,598 +1,641 +3%
CP
3
Camelot Portfolios
Ohio
$1.99M 42,983 +1,462 +4%
FWM
4
Frontier Wealth Management
Missouri
$1.55M 33,524 -1,966 -6%
Wells Fargo
5
Wells Fargo
California
$1.54M 33,226 -1,849 -5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.42M 30,692 -5,478 -15%
BTS
7
BB&T Securities
Virginia
$1.12M 24,276 -389 -2%
IA
8
IFP Advisors
Florida
$1M 21,672 +4,225 +24%
LPL Financial
9
LPL Financial
California
$901K 19,451 +6,964 +56%
Bank of America
10
Bank of America
North Carolina
$707K 15,264 +1,819 +14%
RJA
11
Raymond James & Associates
Florida
$703K 15,163 -5,565 -27%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$415K 8,953 +1,161 +15%
OCM
13
One Capital Management
California
$366K 7,889 -442 -5%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$363K 7,842 +7,842 New
NGA
15
Naples Global Advisors
Florida
$348K 7,510 -300 -4%
EWM
16
Empirical Wealth Management
Washington
$265K 5,730 +5,730 New
Mariner
17
Mariner
Kansas
$231K 4,987
UBS Group
18
UBS Group
Switzerland
$193K 4,171 -1,503 -26%
FFW
19
Fusion Family Wealth
New York
$172K 3,711
AG
20
Advisor Group
Arizona
$163K 3,509 +1,533 +78%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$94K 2,036 +550 +37%
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$93K 2,000
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$71K 1,548 -144 -9%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$47K 1,015
BF
25
BOK Financial
Oklahoma
$9K 200 +200 New