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First Trust Dow Jones Select MicroCap Index Fund

85 hedge funds and large institutions have $140M invested in First Trust Dow Jones Select MicroCap Index Fund in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

7% more capital invested

Capital invested by funds: $132M → $140M (+$8.67M)

1% more funds holding

Funds holding: 8485 (+1)

0.45% more ownership

Funds ownership: 60.9%61.35% (+0.45%)

14% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 29

Holders
85
Holders Change
+1
Holders Change %
+1.19%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
25
Reduced
29
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$17.6M +$3.78M +45,335 +27%
CPIG
2
Chicago Partners Investment Group
Illinois
$16.8M +$132K +1,587 +0.8%
PAG
3
Private Advisory Group
Washington
$15.5M -$139K -1,663 -0.9%
AFG
4
Arkansas Financial Group
Arkansas
$14.1M -$734K -8,793 -5%
Baird Financial Group
5
Baird Financial Group
Wisconsin
$11.4M +$152K +1,825 +1%
Morgan Stanley
6
Morgan Stanley
New York
$7.76M -$95.2K -1,141 -1%
Wells Fargo
7
Wells Fargo
California
$6.71M +$369K +4,417 +6%
Raymond James Financial
8
Raymond James Financial
Florida
$4.59M +$21.6K +259 +0.5%
HWM
9
HB Wealth Management
Georgia
$3.69M
P
10
&Partners
Tennessee
$3.52M -$183K -2,194 -5%
EWM
11
Empirical Wealth Management
Washington
$2.94M -$34.6K -415 -1%
KCM
12
Kendall Capital Management
Maryland
$2M +$175K +2,098 +9%
Citadel Advisors
13
Citadel Advisors
Florida
$1.75M +$1.01M +12,060 +130%
WMG
14
WESCAP Management Group
California
$1.61M -$32K -384 -2%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$1.52M +$325K +3,894 +26%
BVP
16
Bristlecone Value Partners
California
$1.27M -$49.3K -591 -4%
NFG
17
Northbridge Financial Group
Florida
$1.26M -$45.7K -548 -4%
UFAC
18
Urban Financial Advisory Corp
Illinois
$1.22M +$211K +2,524 +20%
NFW
19
Noble Family Wealth
Florida
$1.17M -$61.4K -736 -5%
Bank of America
20
Bank of America
North Carolina
$1.07M -$349K -4,188 -24%
TYCC
21
Texas Yale Capital Corp
Florida
$1.05M +$6.26K +75 +0.6%
EF
22
Envision Financial
Wisconsin
$1.02M -$161K -1,928 -13%
UBS Group
23
UBS Group
Switzerland
$979K -$15.4K -184 -2%
AF
24
Allworth Financial
California
$937K -$30.5K -366 -3%
SA
25
Sanctuary Advisors
Indiana
$925K +$217K +2,605 +30%