First Trust Dow Jones Select MicroCap Index Fund
FDM
36 hedge funds and large institutions have $32.3M invested in First Trust Dow Jones Select MicroCap Index Fund in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 0 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 8
16% more funds holding
Funds holding: 31 → 36 (+5)
5% more capital invested
Capital invested by funds: $30.6M → $32.3M (+$1.68M)
0.28% more ownership
Funds ownership: 31.3% → 31.58% (+0.28%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$493K |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
+$417K |
| 3 |
Morgan Stanley
New York
|
+$291K |
| 4 |
SG Americas Securities
New York
|
+$257K |
| 5 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$213K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$438K |
| 2 |
LPL Financial
San Diego,
California
|
-$172K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$64.8K |
| 4 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$43.7K |
| 5 |
Jane Street
New York
|
-$19.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FFW
26
Fusion Family Wealth
Woodbury,
New York
| $115K | – | – | – |
|
|
LTFS
27
Ladenburg Thalmann Financial Services
Miami,
Florida
| $101K | +$5.17K | +109 | +5% |
|
28
Fifth Third Bancorp
Cincinnati,
Ohio
| $95K | -$7.82K | -165 | -8% |
|
29
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $64K | +$11.9K | +251 | +23% |
|
|
ASN
30
Advisory Services Network
Atlanta,
Georgia
| $13K | – | – | – |
|
|
S
31
SignatureFD
Atlanta,
Georgia
| $12K | +$11.9K | +250 | New |
|
|
GRP
32
Global Retirement Partners
San Rafael,
California
| $10K | – | – | – |
|
|
DBT
33
Dubuque Bank & Trust
Dubuque,
Iowa
| $5K | – | – | – |
|
|
SWP
34
Stratos Wealth Partners
Beachwood,
Ohio
| $2K | +$2.04K | +43 | New |
|
FDM Hedge Fund Activity: Q1 2018 in Review
36 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Select MicroCap Index Fund (FDM) for Q1 2018, worth a combined $32.3M — up 5.5% from $30.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FDM positions and 0 closed out — a net gain of 5 holders — while 14 added to existing stakes and 8 trimmed.
The largest buyer was Wells Fargo, adding an estimated $493K. The largest seller was Royal Bank of Canada, cutting an estimated $438K.
- 36 institutional investors held First Trust Dow Jones Select MicroCap Index Fund (FDM) as of Q1 2018, up from 31 in Q4 2017.
- Funds reported $32.3M of First Trust Dow Jones Select MicroCap Index Fund stock for Q1 2018, up 5.5% quarter-over-quarter.
- 5 funds opened new First Trust Dow Jones Select MicroCap Index Fund positions in Q1 2018 and 0 closed out, a net change of +5 holders.
- The largest First Trust Dow Jones Select MicroCap Index Fund buyer in Q1 2018 was Wells Fargo, an estimated $493K added.
- The largest First Trust Dow Jones Select MicroCap Index Fund seller in Q1 2018 was Royal Bank of Canada, an estimated $438K sold.
Based on aggregated 13F filings for Q1 2018.