FDM icon

First Trust Dow Jones Select MicroCap Index Fund
FDM

Overview Fund Activity

56 hedge funds and large institutions have $84.6M invested in First Trust Dow Jones Select MicroCap Index Fund in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
56
Holders Change
–
Holders Change %
0%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
23
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.87M
2
LPL Financial
2
LPL Financial
California
$7.5M
3
Wells Fargo
3
Wells Fargo
California
$6.47M
4
WEPOG
4
Wealth Enhancement & Preservation of GA
Georgia
$2.31M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.5M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
EWM
2
Empirical Wealth Management
Washington
$2.93M
3
Bank of America
3
Bank of America
North Carolina
$873K
4
PWS
4
Precision Wealth Strategies
Missouri
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$10.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$672K 11,168 – –
NFG
27
Next Financial Group
Texas
$640K 10,631 +6,476 +156%
CA
28
Cetera Advisors
Colorado
$553K 9,198 +70 +0.8%
FA
29
FMA Advisory
Pennsylvania
$537K 8,935 +333 +4%
CS
30
Comerica Securities
Michigan
$515K 8,564 +8,564 New
TAIM
31
TD Ameritrade Investment Management
Nebraska
$497K 10,364 – –
FWM
32
Frontier Wealth Management
Missouri
$480K 7,984 -1,053 -12%
SMC
33
Smith, Moore & Co
Missouri
$430K 7,149 +1,889 +36%
BCA
34
Bay Colony Advisors
Massachusetts
$390K 6,486 – –
WWM
35
Wagner Wealth Management
South Carolina
$345K 5,736 +5,736 New
Citigroup
36
Citigroup
New York
$321K 5,346 +2,734 +105%
TC
37
TownSquare Capital
Utah
$280K 4,650 – –
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$278K 4,627 +4,627 New
HI
39
Harbour Investments
Wisconsin
$270K 4,496 +4,496 New
OCM
40
One Capital Management
California
$269K 4,490 – –
NGA
41
Naples Global Advisors
Florida
$256K 4,260 -100 -2%
AIP
42
Almanack Investment Partners
Pennsylvania
$226K 3,755 -2,178 -37%
MML Investors Services
43
MML Investors Services
Massachusetts
$222K 3,691 -1,292 -26%
KAS
44
Kestra Advisory Services
Texas
$221K 3,677 +3,677 New
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$135K 2,253 +2,253 New
LFG
46
Larson Financial Group
Missouri
$120K 2,001 -598 -23%
APWA
47
Atlas Private Wealth Advisors
New Jersey
$66K 1,100 – –
IAIM
48
International Assets Investment Management
Florida
$52K 1,089 – –
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$49K 821 – –
DAM
50
Delta Asset Management
Tennessee
$24K 400 -110 -22%
1
2
3