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First Trust Dow Jones Select MicroCap Index Fund
FDM

Overview Fund Activity

65 hedge funds and large institutions have $93.2M invested in First Trust Dow Jones Select MicroCap Index Fund in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 3 closing their positions.

Holders
65
Holders Change
+14
Holders Change %
+27.45%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
20
Reduced
17
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$6.5M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.75M
3
NW
3
Naviter Wealth
Arkansas
$2.33M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.3M
5
CPIG
5
Chicago Partners Investment Group
Illinois
$7.51M

Top Sellers

1
MFGM
1
Marshall Financial Group (Maryland)
Maryland
$277K
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$10.3M
3
GRP
3
Global Retirement Partners
California
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.28M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$345K
Name Market Value Shares Shares
Change 		Shares
Change %
CA
26
Cetera Advisors
Colorado
$575K 8,988 -478 -5%
BCA
27
Bay Colony Advisors
Massachusetts
$564K 8,821 -100 -1%
MML Investors Services
28
MML Investors Services
Massachusetts
$546K 8,532 +8,532 New
NFG
29
Next Financial Group
Texas
$527K 8,244 +805 +11%
CS
30
Comerica Securities
Michigan
$525K 8,207 +47 +0.6%
PSF
31
Pacific Sun Financial
California
$509K 7,963 +160 +2%
WWM
32
Wagner Wealth Management
South Carolina
$453K 7,087 +395 +6%
FWM
33
Frontier Wealth Management
Missouri
$448K 7,003 – –
SMC
34
Smith, Moore & Co
Missouri
$411K 6,423 – –
APWA
35
Atlas Private Wealth Advisors
New Jersey
$346K 5,406 +2,203 +69%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$345K 5,398 -4,299 -44%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$302K 4,719 +343 +8%
RJA
38
Raymond James & Associates
Florida
$296K 4,627 +920 +25%
SAM
39
Secure Asset Management
Michigan
$284K 4,443 +4,443 New
MFGM
40
Marshall Financial Group (Maryland)
Maryland
$277K 4,339 -12,374 -74%
NGA
41
Naples Global Advisors
Florida
$272K 4,260 – –
TC
42
TownSquare Capital
Utah
$256K 4,000 -650 -14%
AIP
43
Almanack Investment Partners
Pennsylvania
$240K 3,755 – –
KAS
44
Kestra Advisory Services
Texas
$236K 3,686 +3,686 New
IAIM
45
International Assets Investment Management
Florida
$218K 3,406 +3,406 New
HI
46
Harbour Investments
Wisconsin
$205K 3,210 -1,018 -24%
ERWM
47
Elk River Wealth Management
Colorado
$204K 900 +900 New
WCFA
48
Walkner Condon Financial Advisors
Wisconsin
$203K 3,181 +3,181 New
SAM
49
Smithbridge Asset Management
Pennsylvania
$200K 3,131 +3,131 New
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$145K 2,274 +12 +0.5%
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