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First Trust Dow Jones Select MicroCap Index Fund

56 hedge funds and large institutions have $70M invested in First Trust Dow Jones Select MicroCap Index Fund in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 4 closing their positions.

Holders
56
Holders Change
-3
Holders Change %
-5.08%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
17
Reduced
26
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
$9.4M 167,153 -3,501 -2%
CPIG
2
Chicago Partners Investment Group
Illinois
$9.19M 154,005 +10,000 +7%
Morgan Stanley
3
Morgan Stanley
New York
$7.81M 138,952 +1,876 +1%
LPL Financial
4
LPL Financial
California
$6.29M 111,805 +18,761 +20%
Wells Fargo
5
Wells Fargo
California
$6M 106,725 -10,978 -9%
MAM
6
Marquette Asset Management
Minnesota
$4.82M 85,665 -262 -0.3%
EWM
7
Empirical Wealth Management
Washington
$2.62M 46,546 -1,492 -3%
AFG
8
Arkansas Financial Group
Arkansas
$1.97M 35,035 +7,773 +29%
NFW
9
Noble Family Wealth
Florida
$1.7M 30,229 -886 -3%
HWM
10
HB Wealth Management
Georgia
$1.41M 25,000
CP
11
Camelot Portfolios
Ohio
$1.37M 24,331 -24 -0.1%
WMG
12
WESCAP Management Group
California
$1.36M 24,155 -12,475 -34%
Stifel Financial
13
Stifel Financial
Missouri
$1.17M 20,762 +563 +3%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.01M 17,874 -279 -2%
Bank of America
15
Bank of America
North Carolina
$989K 17,580 +1,500 +9%
Osaic Holdings
16
Osaic Holdings
Arizona
$869K 15,451 +35 +0.2%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$802K 14,264 +5,603 +65%
UBS Group
18
UBS Group
Switzerland
$797K 14,170 -2,717 -16%
AWS
19
Atria Wealth Solutions
New York
$784K 13,937 +934 +7%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$728K 12,953 -1,147 -8%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$685K 12,178 +5,196 +74%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$581K 10,334 +199 +2%
AFP
23
Ausdal Financial Partners
Iowa
$551K 9,798 -16 -0.2%
APWA
24
Atlas Private Wealth Advisors
New Jersey
$523K 9,300 +3,572 +62%
TAIM
25
TD Ameritrade Investment Management
Nebraska
$502K 8,928 -309 -3%