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First Trust Dow Jones Select MicroCap Index Fund
FDM

Overview Fund Activity

51 hedge funds and large institutions have $77.8M invested in First Trust Dow Jones Select MicroCap Index Fund in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 9 closing their positions.

Holders
51
Holders Change
-8
Holders Change %
-13.56%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
22
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PSF
1
Pacific Sun Financial
California
$468K
2
FAIM
2
Financial Advocates Investment Management
Washington
$1.83M
3
CPIG
3
Chicago Partners Investment Group
Illinois
$6.54M
4
RJA
4
Raymond James & Associates
Florida
$222K
5
WMG
5
WESCAP Management Group
California
$1.76M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$774K
2
CCP
2
Cardan Capital Partners
Colorado
$6.31M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.87M
4
TRCT
4
Tower Research Capital (TRC)
New York
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.33M
Name Market Value Shares Shares
Change 		Shares
Change %
BCA
26
Bay Colony Advisors
Massachusetts
$535K 8,921 +2,300 +35%
CS
27
Comerica Securities
Michigan
$489K 8,160 +1,117 +16%
PSF
28
Pacific Sun Financial
California
$468K 7,803 +7,803 New
NFG
29
Next Financial Group
Texas
$446K 7,439 -4,761 -39%
FWM
30
Frontier Wealth Management
Missouri
$420K 7,003 – –
TAIM
31
TD Ameritrade Investment Management
Nebraska
$418K 11,138 +2,623 +31%
WWM
32
Wagner Wealth Management
South Carolina
$417K 6,692 +368 +6%
SMC
33
Smith, Moore & Co
Missouri
$385K 6,423 -726 -10%
TC
34
TownSquare Capital
Utah
$279K 4,650 – –
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$262K 4,376 +112 +3%
NGA
36
Naples Global Advisors
Florida
$255K 4,260 – –
HI
37
Harbour Investments
Wisconsin
$253K 4,228 +154 +4%
AIP
38
Almanack Investment Partners
Pennsylvania
$225K 3,755 – –
RJA
39
Raymond James & Associates
Florida
$222K 3,707 +3,707 New
OCM
40
One Capital Management
California
$221K 3,700 – –
APWA
41
Atlas Private Wealth Advisors
New Jersey
$192K 3,203 +1,993 +165%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$135K 2,262 +6 +0.3%
LFG
43
Larson Financial Group
Missouri
$114K 1,896 -14 -0.7%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$40K 664 -157 -19%
EIP
45
Ellis Investment Partners
Pennsylvania
$23K 390 +1 +0.3%
AWA
46
Arkadios Wealth Advisors
Georgia
$22K 373 +1 +0.3%
DAM
47
Delta Asset Management
Tennessee
$18K 300 – –
CFGS
48
Concourse Financial Group Securities
Alabama
$7K 123 +11 +10%
AA
49
Ancora Advisors
Ohio
$6K 108 – –
KFI
50
Key Financial Inc
Pennsylvania
$4K 63 – –
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2
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