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First Trust Dow Jones Select MicroCap Index Fund
FDM

Overview Fund Activity

57 hedge funds and large institutions have $63.2M invested in First Trust Dow Jones Select MicroCap Index Fund in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 25 reducing their positions, and 11 closing their positions.

Holders
57
Holders Change
-5
Holders Change %
-8.06%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
17
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FAIM
1
Financial Advocates Investment Management
Washington
$4.17M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$9.51M
3
TRCT
3
Tower Research Capital (TRC)
New York
$1.2M
4
EWM
4
Empirical Wealth Management
Washington
$2.71M
5
AWS
5
Atria Wealth Solutions
New York
$647K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.09M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
WP
3
WealthSource Partners
California
$237K
4
UBS Group
4
UBS Group
Switzerland
$1.15M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CA
26
Cetera Advisors
Colorado
$438K 8,370 -618 -7%
HighTower Advisors
27
HighTower Advisors
Illinois
$397K 7,581 -1,548 -17%
APWA
28
Atlas Private Wealth Advisors
New Jersey
$368K 7,033 +35 +0.5%
FWM
29
Frontier Wealth Management
Missouri
$367K 7,002 -1 -0%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$352K 6,729 -1,244 -16%
Bank of America
31
Bank of America
North Carolina
$350K 6,677 -1,931 -22%
SMC
32
Smith, Moore & Co
Missouri
$340K 6,490 +67 +1%
AA
33
Aire Advisors
California
$286K 5,459 +1,009 +23%
WP
34
WealthSource Partners
California
$237K 4,518 -13,095 -74%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$230K 4,392 -21 -0.5%
RJA
36
Raymond James & Associates
Florida
$222K 4,247 -449 -10%
NGA
37
Naples Global Advisors
Florida
$218K 4,160 – –
WCFA
38
Walkner Condon Financial Advisors
Wisconsin
$214K 4,089 +140 +4%
HI
39
Harbour Investments
Wisconsin
$167K 3,192 +3,192 New
IA
40
IFP Advisors
Florida
$131K 2,746 – –
Kayne Anderson Rudnick Investment Management
41
Kayne Anderson Rudnick Investment Management
California
$119K 2,269 +2,269 New
LFG
42
Larson Financial Group
Missouri
$99K 1,882 -25 -1%
CA
43
CoreCap Advisors
Michigan
$49K 934 +934 New
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$35K 664 – –
GWM
45
Geneos Wealth Management
Colorado
$33K 626 +218 +53%
PTC
46
Private Trust Company
Ohio
$30K 580 +580 New
GRP
47
Global Retirement Partners
California
$27K 522 – –
EIP
48
Ellis Investment Partners
Pennsylvania
$20K 395 +2 +0.5%
MAM
49
Marquette Asset Management
Minnesota
$18K 350 +350 New
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$16K 300 -151 -33%
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