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First Trust Dow Jones Select MicroCap Index Fund
FDM

Overview Fund Activity

38 hedge funds and large institutions have $55.9M invested in First Trust Dow Jones Select MicroCap Index Fund in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
38
Holders Change
+3
Holders Change %
+8.57%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
17
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$27.2M
2
Bank of America
2
Bank of America
North Carolina
$3.07M
3
Wells Fargo
3
Wells Fargo
California
$3.01M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.75M
5
LPL Financial
5
LPL Financial
California
$1.89M

Top Sellers

1
CIBC World Market
1
CIBC World Market
Ontario, Canada
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$0
3
CP
3
Camelot Portfolios
Ohio
$2.02M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$606K
5
FWM
5
Frontier Wealth Management
Missouri
$1.56M
Name Market Value Shares Shares
Change 		Shares
Change %
CS
26
Comerica Securities
Michigan
$255K 4,991 +4,991 New
CA
27
Cetera Advisors
Colorado
$234K 4,565 +4,565 New
FFW
28
Fusion Family Wealth
New York
$124K 2,426 – –
QCIG
29
Quad-Cities Investment Group
Iowa
$83K 1,605 – –
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$69K 1,351 – –
CWA
31
Clarus Wealth Advisors
Arizona
$61K 1,200 +400 +50%
Bessemer Group
32
Bessemer Group
New Jersey
$49K 965 +965 New
US Bancorp
33
US Bancorp
Minnesota
$17K 339 +339 New
ASN
34
Advisory Services Network
Georgia
$14K 267 – –
S
35
SignatureFD
Georgia
$13K 250 – –
GRP
36
Global Retirement Partners
California
$11K 220 – –
SWP
37
Stratos Wealth Partners
Ohio
$2K 43 +43 New
CIBC World Market
38
CIBC World Market
Ontario, Canada
– – -10,821 Closed
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
– – -2,844 Closed
BCA
40
Bay Colony Advisors
Massachusetts
– – -263 Closed
CFGS
41
Concourse Financial Group Securities
Alabama
– – – –
Parallax Volatility Advisers
42
Parallax Volatility Advisers
California
$0 1 – –
1
2