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First Trust Dow Jones Select MicroCap Index Fund
FDM

Overview Fund Activity

41 hedge funds and large institutions have $29.5M invested in First Trust Dow Jones Select MicroCap Index Fund in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 9 closing their positions.

Holders
41
Holders Change
-7
Holders Change %
-14.58%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
20
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$1.8M
2
EWM
2
Empirical Wealth Management
Washington
$2.36M
3
Wells Fargo
3
Wells Fargo
California
$2.1M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.03M
5
LFG
5
Larson Financial Group
Missouri
$1.29M

Top Sellers

1
CCP
1
Cardan Capital Partners
Colorado
$2.95M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.81M
3
LPL Financial
3
LPL Financial
California
$1.1M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
UBS Group
5
UBS Group
Switzerland
$937K
Name Market Value Shares Shares
Change 		Shares
Change %
AW
26
ACG Wealth
Georgia
$263K 8,386 +230 +3%
BCA
27
Bay Colony Advisors
Massachusetts
$260K 8,291 +440 +6%
PSF
28
Pacific Sun Financial
California
$222K 7,103 +1,220 +21%
Citigroup
29
Citigroup
New York
$82K 2,612 +2,612 New
NFG
30
Next Financial Group
Texas
$68K 2,159 -1,693 -44%
Bessemer Group
31
Bessemer Group
New Jersey
$30K 965 – –
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$27K 863 – –
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$19K 300 – –
DAM
34
Delta Asset Management
Tennessee
$16K 510 – –
GSWM
35
Golden State Wealth Management
California
$13K 405 +405 New
EIP
36
Ellis Investment Partners
Pennsylvania
$11K 382 -127 -25%
CFGS
37
Concourse Financial Group Securities
Alabama
$9K 288 +197 +216%
ASN
38
Advisory Services Network
Georgia
$8K 267 -1,650 -86%
MWM
39
MBE Wealth Management
Wisconsin
$7K 253 +253 New
AA
40
Advisory Alpha
Michigan
$3.71K 115 – –
Citadel Advisors
41
Citadel Advisors
Florida
– – -14,999 Closed
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
– – -7,977 Closed
NGA
43
Naples Global Advisors
Florida
– – -5,785 Closed
OCM
44
One Capital Management
California
– – -4,608 Closed
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
– – -4,427 Closed
SFS
46
Sowell Financial Services
Arkansas
– – -2,000 Closed
FFW
47
Fusion Family Wealth
New York
– – -1,831 Closed
US Bancorp
48
US Bancorp
Minnesota
– – -56 Closed
Fidelity Investments
49
Fidelity Investments
Massachusetts
– – -1 Closed
MAM
50
Marquette Asset Management
Minnesota
$0 6 – –
1
2
3