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First Trust Dow Jones Select MicroCap Index Fund

68 hedge funds and large institutions have $86.6M invested in First Trust Dow Jones Select MicroCap Index Fund in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 30 reducing their positions, and 2 closing their positions.

Holders
68
Holders Change
+3
Holders Change %
+4.62%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
18
Reduced
30
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CPIG
1
Chicago Partners Investment Group
Illinois
$11.8M 191,012 +3,297 +2%
AFG
2
Arkansas Financial Group
Arkansas
$9.39M 163,504 +12,894 +9%
Baird Financial Group
3
Baird Financial Group
Wisconsin
$8.9M 143,172 +9,501 +7%
LPL Financial
4
LPL Financial
California
$8.74M 140,613 -26,510 -16%
Morgan Stanley
5
Morgan Stanley
New York
$6.5M 104,554 -10,954 -9%
Wells Fargo
6
Wells Fargo
California
$4.7M 75,550 +5,411 +8%
HWM
7
HB Wealth Management
Georgia
$2.8M 45,000
P
8
&Partners
Tennessee
$2.48M 39,655 +1,427 +4%
Raymond James Financial
9
Raymond James Financial
Florida
$2.33M 37,411 -1,210 -3%
EWM
10
Empirical Wealth Management
Washington
$1.85M 29,692 -1,946 -6%
Bank of America
11
Bank of America
North Carolina
$1.42M 22,877 -1,667 -7%
WMG
12
WESCAP Management Group
California
$1.4M 22,574 -511 -2%
KCM
13
Kendall Capital Management
Maryland
$1.37M 22,019 -148 -0.7%
SAM
14
Smithbridge Asset Management
Pennsylvania
$1.3M 20,885 +20,885 New
CP
15
Camelot Portfolios
Ohio
$1.25M 20,093 +3,412 +20%
AWS
16
Atria Wealth Solutions
New York
$1.21M 19,457 +1,224 +7%
NFW
17
Noble Family Wealth
Florida
$996K 16,021 -3,384 -17%
EF
18
Envision Financial
Wisconsin
$994K 15,980 -1,111 -7%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$959K 15,427 -399 -3%
VF
20
Virtu Financial
New York
$907K 14,579 -22,739 -61%
Citadel Advisors
21
Citadel Advisors
Florida
$890K 14,309 -26,715 -65%
AF
22
Allworth Financial
California
$883K 14,515 +13 +0.1%
Two Sigma Investments
23
Two Sigma Investments
New York
$877K 14,100 -400 -3%
UBS Group
24
UBS Group
Switzerland
$796K 12,793 -7,979 -38%
Mariner
25
Mariner
Kansas
$712K 11,453 +65 +0.6%