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First Trust Dow Jones Select MicroCap Index Fund

71 hedge funds and large institutions have $108M invested in First Trust Dow Jones Select MicroCap Index Fund in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 30 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+3
Holders Change %
+4.41%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
16
Reduced
30
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CPIG
1
Chicago Partners Investment Group
Illinois
$14M -$23K -314 -0.2%
AFG
2
Arkansas Financial Group
Arkansas
$12.8M +$817K +11,174 +7%
PAG
3
Private Advisory Group
Washington
$12.3M +$12.3M +172,210 New
LPL Financial
4
LPL Financial
California
$10.2M +$85.8K +1,198 +0.9%
Baird Financial Group
5
Baird Financial Group
Wisconsin
$9.68M -$576K -8,047 -6%
Morgan Stanley
6
Morgan Stanley
New York
$7.52M +$32.8K +458 +0.4%
Wells Fargo
7
Wells Fargo
California
$5.54M +$127K +1,767 +2%
P
8
&Partners
Tennessee
$3.07M +$230K +3,215 +8%
Raymond James Financial
9
Raymond James Financial
Florida
$2.73M +$51.1K +713 +2%
EWM
10
Empirical Wealth Management
Washington
$2.68M +$553K +7,718 +26%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.84M +$1.35M +18,865 +276%
Bank of America
12
Bank of America
North Carolina
$1.78M +$145K +2,018 +9%
KCM
13
Kendall Capital Management
Maryland
$1.59M +$13.6K +190 +0.9%
WMG
14
WESCAP Management Group
California
$1.57M -$44.6K -622 -3%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.41M +$300K +4,193 +27%
CP
16
Camelot Portfolios
Ohio
$1.3M -$142K -1,989 -10%
NFW
17
Noble Family Wealth
Florida
$1.1M -$47.3K -660 -4%
AF
18
Allworth Financial
California
$1.03M -$6.3K -88 -0.6%
EF
19
Envision Financial
Wisconsin
$1.03M -$119K -1,667 -10%
Two Sigma Investments
20
Two Sigma Investments
New York
$974K -$35.8K -500 -4%
Stifel Financial
21
Stifel Financial
Missouri
$797K +$141K +1,962 +21%
Jones Financial Companies
22
Jones Financial Companies
Missouri
$788K +$138K +1,940 +21%
Mariner
23
Mariner
Kansas
$780K -$40.7K -568 -5%
UBS Group
24
UBS Group
Switzerland
$779K -$137K -1,918 -15%
TYCC
25
Texas Yale Capital Corp
Florida
$716K