First Trust Dow Jones Select MicroCap Index Fund
FDM
31 hedge funds and large institutions have $30.6M invested in First Trust Dow Jones Select MicroCap Index Fund in 2017 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
220% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 5
29% more capital invested
Capital invested by funds: $23.8M → $30.6M (+$6.79M)
11% more funds holding
Funds holding: 28 → 31 (+3)
3.68% more ownership
Funds ownership: 27.62% → 31.3% (+3.7%)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$3.59M |
| 2 |
Jane Street
New York
|
+$1.03M |
| 3 |
LPL Financial
San Diego,
California
|
+$443K |
| 4 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
+$259K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$234K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $52K | +$4.01K | +85 | +8% |
|
|
ASN
27
Advisory Services Network
Atlanta,
Georgia
| $13K | +$12.6K | +267 | New |
|
|
GRP
28
Global Retirement Partners
San Rafael,
California
| $10K | +$10.4K | +220 | New |
|
|
DBT
29
Dubuque Bank & Trust
Dubuque,
Iowa
| $5K | – | – | – |
|
|
BF
30
BOK Financial
Tulsa,
Oklahoma
| – | -$9K | -200 | Closed |
|
FDM Hedge Fund Activity: Q4 2017 in Review
31 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Select MicroCap Index Fund (FDM) for Q4 2017, worth a combined $30.6M — up 29% from $23.8M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new FDM positions and 1 closed out — a net gain of 3 holders — while 16 added to existing stakes and 5 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.59M. The largest seller was Camelot Portfolios, cutting an estimated $64.9K.
- 31 institutional investors held First Trust Dow Jones Select MicroCap Index Fund (FDM) as of Q4 2017, up from 28 in Q3 2017.
- Funds reported $30.6M of First Trust Dow Jones Select MicroCap Index Fund stock for Q4 2017, up 29% quarter-over-quarter.
- 4 funds opened new First Trust Dow Jones Select MicroCap Index Fund positions in Q4 2017 and 1 closed out, a net change of +3 holders.
- The largest First Trust Dow Jones Select MicroCap Index Fund buyer in Q4 2017 was Morgan Stanley, an estimated $3.59M added.
- The largest First Trust Dow Jones Select MicroCap Index Fund seller in Q4 2017 was Camelot Portfolios, an estimated $64.9K sold.
Based on aggregated 13F filings for Q4 2017.