First Trust Dow Jones Select MicroCap Index Fund
FDM
31 hedge funds and large institutions have $50.7M invested in First Trust Dow Jones Select MicroCap Index Fund in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 0 closing their positions.
71% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 7
35% more funds holding
Funds holding: 23 → 31 (+8)
2.22% more ownership
Funds ownership: 46.19% → 48.4% (+2.2%)
4% more capital invested
Capital invested by funds: $48.9M → $50.7M (+$1.78M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.68M |
| 2 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$599K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$331K |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$242K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
+$229K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$811K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$654K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$129K |
| 4 |
CP
Camelot Portfolios
Maumee,
Ohio
|
-$99.1K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$39.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PTC
26
Private Trust Company
Cleveland,
Ohio
| $19K | +$19K | +600 | New |
|
|
MFS
27
MSI Financial Services
Springfield,
Massachusetts
| $15K | – | – | – |
|
|
DADC
28
D.A. Davidson & Co
Great Falls,
Montana
| $12K | – | – | – |
|
29
Creative Planning
Overland Park,
Kansas
| $11K | -$3.17K | -100 | -22% |
|
|
DBT
30
Dubuque Bank & Trust
Dubuque,
Iowa
| $2K | +$1.93K | +61 | New |
|
|
ACS
31
Archford Capital Strategies
Swansea,
Illinois
| $939 | +$920 | +29 | New |
|
FDM Hedge Fund Activity: Q1 2014 in Review
31 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Select MicroCap Index Fund (FDM) for Q1 2014, worth a combined $50.7M — up 3.6% from $48.9M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FDM positions and 0 closed out — a net gain of 8 holders — while 12 added to existing stakes and 7 trimmed.
The largest buyer was Bank of America, adding an estimated $1.68M. The largest seller was Morgan Stanley, cutting an estimated $811K.
- 31 institutional investors held First Trust Dow Jones Select MicroCap Index Fund (FDM) as of Q1 2014, up from 23 in Q4 2013.
- Funds reported $50.7M of First Trust Dow Jones Select MicroCap Index Fund stock for Q1 2014, up 3.6% quarter-over-quarter.
- 8 funds opened new First Trust Dow Jones Select MicroCap Index Fund positions in Q1 2014 and 0 closed out, a net change of +8 holders.
- The largest First Trust Dow Jones Select MicroCap Index Fund buyer in Q1 2014 was Bank of America, an estimated $1.68M added.
- The largest First Trust Dow Jones Select MicroCap Index Fund seller in Q1 2014 was Morgan Stanley, an estimated $811K sold.
Based on aggregated 13F filings for Q1 2014.