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First Trust Dow Jones Select MicroCap Index Fund

65 hedge funds and large institutions have $93.2M invested in First Trust Dow Jones Select MicroCap Index Fund in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 3 closing their positions.

Holders
65
Holders Change
+14
Holders Change %
+27.45%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
20
Reduced
17
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Baird Financial Group
1
Baird Financial Group
Wisconsin
$10.3M 161,398 -10,748 -6%
Wells Fargo
2
Wells Fargo
California
$8.65M 135,242 +4,750 +4%
LPL Financial
3
LPL Financial
California
$8.02M 125,461 +9,913 +9%
Morgan Stanley
4
Morgan Stanley
New York
$7.83M 122,500 -3,026 -2%
CPIG
5
Chicago Partners Investment Group
Illinois
$7.51M 124,956 +26,685 +27%
Kayne Anderson Rudnick Investment Management
6
Kayne Anderson Rudnick Investment Management
California
$6.5M 101,691 +101,691 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$4.3M 67,166 +35,949 +115%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.28M 66,916 -5,388 -7%
EWM
9
Empirical Wealth Management
Washington
$2.95M 46,085 -1,973 -4%
Citadel Advisors
10
Citadel Advisors
Florida
$2.75M 43,039 +43,039 New
UBS Group
11
UBS Group
Switzerland
$2.62M 40,968 +10,363 +34%
WMG
12
WESCAP Management Group
California
$2.46M 38,406 +9,029 +31%
FAIM
13
Financial Advocates Investment Management
Washington
$2.42M 37,802 +7,238 +24%
NW
14
Naviter Wealth
Arkansas
$2.33M 36,416 +36,416 New
CP
15
Camelot Portfolios
Ohio
$2.32M 36,325 +4,417 +14%
Stifel Financial
16
Stifel Financial
Missouri
$1.45M 22,707 +5,989 +36%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.16M 18,176 +1,187 +7%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.08M 16,855 -869 -5%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.02M 15,910 -1,475 -8%
Bank of America
20
Bank of America
North Carolina
$768K 12,018 -1,221 -9%
Truist Financial
21
Truist Financial
North Carolina
$752K 11,752 -3,943 -25%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$752K 11,763 -1,146 -9%
AFP
23
Ausdal Financial Partners
Iowa
$662K 10,354 -1,431 -12%
TAIM
24
TD Ameritrade Investment Management
Nebraska
$642K 10,054 -1,084 -10%
HighTower Advisors
25
HighTower Advisors
Illinois
$582K 9,065 +9,065 New