FDM icon

First Trust Dow Jones Select MicroCap Index Fund

61 hedge funds and large institutions have $104M invested in First Trust Dow Jones Select MicroCap Index Fund in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 7 closing their positions.

Holders
61
Holders Change
-1
Holders Change %
-1.61%
% of All Funds
0.89%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
24
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HAS
1
Horizon Advisory Services
New York
$18.9M 315,172 +157 +0%
CPIG
2
Chicago Partners Investment Group
Illinois
$12M 181,626 +4,798 +3%
Baird Financial Group
3
Baird Financial Group
Wisconsin
$10.4M 174,129 -398 -0.2%
AFG
4
Arkansas Financial Group
Arkansas
$7.56M 126,087 +31,755 +34%
LPL Financial
5
LPL Financial
California
$7.51M 125,306 +8,634 +7%
Wells Fargo
6
Wells Fargo
California
$6.66M 111,147 +7,483 +7%
MAM
7
Marquette Asset Management
Minnesota
$6.46M 107,785 +3,978 +4%
Morgan Stanley
8
Morgan Stanley
New York
$6.44M 107,514 -2,558 -2%
SAM
9
Smithbridge Asset Management
Pennsylvania
$3.01M 50,142 -1,696 -3%
HWM
10
HB Wealth Management
Georgia
$2.7M 45,000 +10,000 +29%
EWM
11
Empirical Wealth Management
Washington
$1.95M 32,608 -5,005 -13%
Bank of America
12
Bank of America
North Carolina
$1.42M 23,766 +1,670 +8%
NFW
13
Noble Family Wealth
Florida
$1.32M 22,088 -1,911 -8%
KCM
14
Kendall Capital Management
Maryland
$1.3M 21,759
WMG
15
WESCAP Management Group
California
$1.29M 21,582 -923 -4%
CP
16
Camelot Portfolios
Ohio
$1.28M 21,290 +2,157 +11%
UBS Group
17
UBS Group
Switzerland
$1.22M 20,360 +27 +0.1%
AF
18
Allworth Financial
California
$1.07M 16,702 +16,702 New
AWS
19
Atria Wealth Solutions
New York
$1.01M 16,783 +372 +2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$957K 15,968 -1,627 -9%
Mariner
21
Mariner
Kansas
$681K 11,353 +761 +7%
BCA
22
Bay Colony Advisors
Massachusetts
$601K 10,034 -16 -0.2%
AFP
23
Ausdal Financial Partners
Iowa
$569K 9,500 +11 +0.1%
Stifel Financial
24
Stifel Financial
Missouri
$557K 9,288 -3,512 -27%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$556K 9,277 +5,947 +179%