First Trust Dow Jones Select MicroCap Index Fund
FDM
28 hedge funds and large institutions have $17M invested in First Trust Dow Jones Select MicroCap Index Fund in 2015 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
8% more funds holding
Funds holding: 26 → 28 (+2)
1.24% more ownership
Funds ownership: 30.33% → 31.57% (+1.2%)
11% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 9
59% less capital invested
Capital invested by funds: $42M → $17M (-$24.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$1M |
| 2 |
Morgan Stanley
New York
|
+$399K |
| 3 |
Jane Street
New York
|
+$302K |
| 4 |
OCM
One Capital Management
Westlake Village,
California
|
+$294K |
| 5 |
CP
Camelot Portfolios
Maumee,
Ohio
|
+$112K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$992K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$350K |
| 3 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$90.2K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$38.7K |
| 5 |
CFA
Camarda Financial Advisors
Fleming Island,
Florida
|
-$34K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of Montreal
Toronto,
Ontario, Canada
| $4K | +$3.46K | +101 | New |
|
|
DBT
27
Dubuque Bank & Trust
Dubuque,
Iowa
| $3K | -$343 | -10 | -9% |
|
|
CFA
28
Camarda Financial Advisors
Fleming Island,
Florida
| – | -$34K | -1,000 | Closed |
|
29
Creative Planning
Overland Park,
Kansas
| – | -$34K | -996 | Closed |
|
FDM Hedge Fund Activity: Q2 2015 in Review
28 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Select MicroCap Index Fund (FDM) for Q2 2015, worth a combined $17M — down 59% from $42M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new FDM positions and 2 closed out — a net gain of 2 holders — while 8 added to existing stakes and 9 trimmed.
The largest buyer was BB&T Securities, adding an estimated $1M. The largest seller was Citadel Advisors, cutting an estimated $992K.
- 28 institutional investors held First Trust Dow Jones Select MicroCap Index Fund (FDM) as of Q2 2015, up from 26 in Q1 2015.
- Funds reported $17M of First Trust Dow Jones Select MicroCap Index Fund stock for Q2 2015, down 59% quarter-over-quarter.
- 4 funds opened new First Trust Dow Jones Select MicroCap Index Fund positions in Q2 2015 and 2 closed out, a net change of +2 holders.
- The largest First Trust Dow Jones Select MicroCap Index Fund buyer in Q2 2015 was BB&T Securities, an estimated $1M added.
- The largest First Trust Dow Jones Select MicroCap Index Fund seller in Q2 2015 was Citadel Advisors, an estimated $992K sold.
Based on aggregated 13F filings for Q2 2015.