FDM stock icon

First Trust Dow Jones Select MicroCap Index Fund
FDM

72.87 USD
-0.05
0.07%
At close Dec 2, 4:00 PM EST
1 day
-0.07%
5 days
-0.23%
1 month
13.82%
3 months
16.84%
6 months
17.48%
Year to date
19.28%
1 year
26.88%
5 years
52.64%
10 years
131.04%
0
Funds holding %
of 6,780 funds
–
Analysts bullish %

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

3% more funds holding

Funds holding: 61 [Q2] → 63 (+2) [Q3]

5% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 22

2% more capital invested

Capital invested by funds: $110M [Q2] → $113M (+$2.56M) [Q3]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q2] → 1 (+0) [Q3]

13.53% less ownership

Funds ownership: 77.27% [Q2] → 63.74% (-13.53%) [Q3]

See Fund Rankings

Research analyst outlook

We haven’t received any recent analyst ratings for FDM.

See Analyst Rankings

Financial journalist opinion

Positive
Seeking Alpha
3 months ago
FDM: Quality Screens A Success For This Long-Running Micro-Cap ETF
FDM tracks the Dow Jones Select Microcap Index, selecting about 150 micro-cap stocks after applying profitability and value screens. Expenses are 0.60% and the ETF has $181 million in assets. These screens have proved valuable over the long run. Since 2005, it has outperformed the more popular and better diversified IWC with less risk. I expect this trend to continue. My analysis reveals FDM is superior on risk management, value, and quality, with a slight weakness on growth. Ultimately, it looks better prepared for multiple market conditions.
FDM: Quality Screens A Success For This Long-Running Micro-Cap ETF
See News Rankings
Charts implemented using Lightweight Charts™