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First Trust Dow Jones Select MicroCap Index Fund
FDM

Overview Fund Activity

56 hedge funds and large institutions have $56.6M invested in First Trust Dow Jones Select MicroCap Index Fund in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
56
Holders Change
+8
Holders Change %
+16.67%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
13
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$7.62M
2
Morgan Stanley
2
Morgan Stanley
New York
$8.42M
3
MFGM
3
Marshall Financial Group (Maryland)
Maryland
$738K
4
Goldman Sachs
4
Goldman Sachs
New York
$535K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.45M

Top Sellers

1
CCP
1
Cardan Capital Partners
Colorado
$2.69M
2
RJA
2
Raymond James & Associates
Florida
$0
3
AFP
3
Ausdal Financial Partners
Iowa
$673K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.06M
5
SPC
5
Sigma Planning Corp
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CA
26
Cetera Advisors
Colorado
$437K 9,128 – –
FWM
27
Frontier Wealth Management
Missouri
$433K 9,037 -5,919 -40%
FA
28
FMA Advisory
Pennsylvania
$412K 8,602 +458 +6%
Stifel Financial
29
Stifel Financial
Missouri
$411K 8,575 +8,575 New
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$351K 7,330 +1,004 +16%
BCA
31
Bay Colony Advisors
Massachusetts
$311K 6,486 -544 -8%
AIP
32
Almanack Investment Partners
Pennsylvania
$284K 5,933 – –
SMC
33
Smith, Moore & Co
Missouri
$252K 5,260 -2,047 -28%
MML Investors Services
34
MML Investors Services
Massachusetts
$239K 4,983 +4,983 New
TC
35
TownSquare Capital
Utah
$223K 4,650 +4,650 New
PWS
36
Precision Wealth Strategies
Missouri
$216K 4,505 +4,505 New
OCM
37
One Capital Management
California
$215K 4,490 +4,490 New
NGA
38
Naples Global Advisors
Florida
$209K 4,360 -1,025 -19%
NFG
39
Next Financial Group
Texas
$199K 4,155 +3,257 +363%
Citigroup
40
Citigroup
New York
$125K 2,612 – –
LFG
41
Larson Financial Group
Missouri
$124K 2,599 -626 -19%
APWA
42
Atlas Private Wealth Advisors
New Jersey
$53K 1,100 – –
IAIM
43
International Assets Investment Management
Florida
$52K 1,089 +1,089 New
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$39K 821 – –
DAM
45
Delta Asset Management
Tennessee
$24K 510 – –
CIA
46
Cascade Investment Advisors
Oregon
$21.2K 100 +100 New
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$19K 300 – –
EIP
48
Ellis Investment Partners
Pennsylvania
$19K 388 +3 +0.8%
AWA
49
Arkadios Wealth Advisors
Georgia
$17K 371 +371 New
CAAS
50
Capital Asset Advisory Services
Michigan
$11K 240 +240 New
1
2
3