FDM icon

First Trust Dow Jones Select MicroCap Index Fund

59 hedge funds and large institutions have $90M invested in First Trust Dow Jones Select MicroCap Index Fund in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 4 closing their positions.

Holders
59
Holders Change
+3
Holders Change %
+5.36%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
21
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Baird Financial Group
1
Baird Financial Group
Wisconsin
$10.5M 170,359 +8,399 +5%
CCP
2
Cardan Capital Partners
Colorado
$8.77M 141,928 +85,473 +151%
Wells Fargo
3
Wells Fargo
California
$7.99M 129,357 +21,717 +20%
Morgan Stanley
4
Morgan Stanley
New York
$7.86M 127,208 -45,752 -26%
LPL Financial
5
LPL Financial
California
$7.73M 125,078 +391 +0.3%
CPIG
6
Chicago Partners Investment Group
Illinois
$5.65M 94,608 +6,023 +7%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.17M 83,672 +42,118 +101%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$3.95M 63,855 -494 -0.8%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$3.88M 62,824 +99 +0.2%
EWM
10
Empirical Wealth Management
Washington
$2.93M 47,452 -1,187 -2%
CP
11
Camelot Portfolios
Ohio
$2.31M 37,404 -3,824 -9%
UBS Group
12
UBS Group
Switzerland
$2.05M 33,256 +8 +0%
FAIM
13
Financial Advocates Investment Management
Washington
$1.63M 26,406 -754 -3%
WMG
14
WESCAP Management Group
California
$1.63M 26,418 +4,602 +21%
Stifel Financial
15
Stifel Financial
Missouri
$1.22M 19,738 +2,586 +15%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.15M 18,670 -1,741 -9%
Truist Financial
17
Truist Financial
North Carolina
$1.13M 18,212 +572 +3%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.03M 16,598 +241 +1%
MFGM
19
Marshall Financial Group (Maryland)
Maryland
$998K 16,159 +434 +3%
Osaic Holdings
20
Osaic Holdings
Arizona
$946K 15,315 +1,934 +14%
TRCT
21
Tower Research Capital (TRC)
New York
$866K 14,011 +14,011 New
GRP
22
Global Retirement Partners
California
$786K 12,718 +12,718 New
Bank of America
23
Bank of America
North Carolina
$784K 12,678 -1,840 -13%
NFG
24
Next Financial Group
Texas
$754K 12,200 +1,569 +15%
AFP
25
Ausdal Financial Partners
Iowa
$731K 11,835 -1,528 -11%