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First Trust Dow Jones Select MicroCap Index Fund
FDM

Overview Fund Activity

44 hedge funds and large institutions have $41.6M invested in First Trust Dow Jones Select MicroCap Index Fund in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 8 closing their positions.

Holders
44
Holders Change
+3
Holders Change %
+7.32%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
16
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCP
1
Cardan Capital Partners
Colorado
$7.48M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.92M
3
UBS Group
3
UBS Group
Switzerland
$1.79M
4
LFG
4
Larson Financial Group
Missouri
$2.11M
5
Morgan Stanley
5
Morgan Stanley
New York
$5.18M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$665K
2
EWM
2
Empirical Wealth Management
Washington
$2.45M
3
Jane Street
3
Jane Street
New York
$0
4
CA
4
Cetera Advisors
Colorado
$376K
5
AW
5
ACG Wealth
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SMC
26
Smith, Moore & Co
Missouri
$286K 7,307 +7,307 New
Citadel Advisors
27
Citadel Advisors
Florida
$214K 5,473 +5,473 New
LNC
28
Lincoln National Corp
Pennsylvania
$211K 5,393 -4,728 -47%
NGA
29
Naples Global Advisors
Florida
$211K 5,385 +5,385 New
Citigroup
30
Citigroup
New York
$102K 2,612 – –
APWA
31
Atlas Private Wealth Advisors
New Jersey
$43K 1,100 +1,100 New
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$34K 863 – –
PAG
33
Private Advisor Group
New Jersey
$34K 869 +869 New
DAM
34
Delta Asset Management
Tennessee
$20K 510 – –
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$20K 500 +500 New
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$19K 300 – –
MAM
37
Marquette Asset Management
Minnesota
$16K 409 +403 +6,717%
EIP
38
Ellis Investment Partners
Pennsylvania
$14K 384 +2 +0.5%
CFGS
39
Concourse Financial Group Securities
Alabama
$11K 288 – –
VFA
40
Valeo Financial Advisors
Indiana
$8K 206 +206 New
AA
41
Ancora Advisors
Ohio
$4K 108 +108 New
SF
42
Synovus Financial
Georgia
$2K 50 +50 New
TL
43
TrueWealth LLC
Georgia
$1K 20 +20 New
OPS
44
Orion Portfolio Solutions
Nebraska
$1K 34 +34 New
Jane Street
45
Jane Street
New York
– – -14,184 Closed
AW
46
ACG Wealth
Georgia
– – -8,386 Closed
NFG
47
Next Financial Group
Texas
– – -2,159 Closed
Bessemer Group
48
Bessemer Group
New Jersey
– – -965 Closed
GSWM
49
Golden State Wealth Management
California
– – -405 Closed
ASN
50
Advisory Services Network
Georgia
– – -267 Closed
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