FDM icon

First Trust Dow Jones Select MicroCap Index Fund

48 hedge funds and large institutions have $71.5M invested in First Trust Dow Jones Select MicroCap Index Fund in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
48
Holders Change
-1
Holders Change %
-2.04%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
14
Reduced
20
Closed
6
Calls
Puts
$30K
Net Calls
-$30K
Net Calls Change
-$30K
Name Market Value Shares Shares
Change
Shares
Change %
CCP
1
Cardan Capital Partners
Colorado
$25.9M 507,949 +9,919 +2%
Morgan Stanley
2
Morgan Stanley
New York
$16.3M 320,104 -2,833 -0.9%
CPIG
3
Chicago Partners Investment Group
Illinois
$4.14M 81,790 +3,947 +5%
LPL Financial
4
LPL Financial
California
$3.21M 63,016 -4,940 -7%
UBS Group
5
UBS Group
Switzerland
$2.72M 53,337 -2,320 -4%
Bank of America
6
Bank of America
North Carolina
$1.62M 31,776 +1,437 +5%
Wells Fargo
7
Wells Fargo
California
$1.49M 29,235 -4,735 -14%
EWM
8
Empirical Wealth Management
Washington
$1.4M 27,516 -1,281 -4%
Truist Financial
9
Truist Financial
North Carolina
$1.31M 25,638 +25,638 New
FWM
10
Frontier Wealth Management
Missouri
$1.22M 23,916 -1,806 -7%
LFG
11
Larson Financial Group
Missouri
$1.13M 22,113 +3,342 +18%
CP
12
Camelot Portfolios
Ohio
$1.05M 20,602 +404 +2%
Citadel Advisors
13
Citadel Advisors
Florida
$764K 14,999 +8,581 +134%
WMG
14
WESCAP Management Group
California
$660K 12,958
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$640K 12,570 +12,570 New
CA
16
Cetera Advisors
Colorado
$566K 11,109 -189 -2%
LNC
17
Lincoln National Corp
Pennsylvania
$540K 10,603 +127 +1%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$494K 9,693 -7,982 -45%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$488K 9,581 -942 -9%
RJA
20
Raymond James & Associates
Florida
$462K 9,070 -337 -4%
FA
21
FMA Advisory
Pennsylvania
$456K 8,953 -382 -4%
TAIM
22
TD Ameritrade Investment Management
Nebraska
$449K 8,823 +71 +0.8%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$448K 8,789 -36,943 -81%
AW
24
ACG Wealth
Georgia
$415K 8,156 +8,156 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$406K 7,977 +2,025 +34%