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First Trust Dow Jones Select MicroCap Index Fund
FDM

Overview Fund Activity

59 hedge funds and large institutions have $64.6M invested in First Trust Dow Jones Select MicroCap Index Fund in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 26 reducing their positions, and 5 closing their positions.

Holders
59
Holders Change
-2
Holders Change %
-3.28%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
18
Reduced
26
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NFW
1
Noble Family Wealth
Florida
$1.67M
2
CPIG
2
Chicago Partners Investment Group
Illinois
$7.48M
3
AFG
3
Arkansas Financial Group
Arkansas
$1.46M
4
Morgan Stanley
4
Morgan Stanley
New York
$7.35M
5
Stifel Financial
5
Stifel Financial
Missouri
$1.08M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$863K
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$0
3
AA
3
Aire Advisors
California
$0
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$9.16M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$544K
Name Market Value Shares Shares
Change 		Shares
Change %
SMC
26
Smith, Moore & Co
Missouri
$443K 8,260 -36 -0.4%
HighTower Advisors
27
HighTower Advisors
Illinois
$395K 7,287 -163 -2%
WWM
28
Wagner Wealth Management
South Carolina
$388K 7,231 +44 +0.6%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$374K 6,982 +2,219 +47%
SAM
30
Smithbridge Asset Management
Pennsylvania
$356K 6,628 +549 +9%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$346K 6,454 -241 -4%
Mariner
32
Mariner
Kansas
$320K 5,955 -36 -0.6%
APWA
33
Atlas Private Wealth Advisors
New Jersey
$307K 5,728 -1,900 -25%
AT
34
American Trust
Kentucky
$281K 5,409 +616 +13%
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$271K 5,060 +3 +0.1%
FAIM
36
Financial Advocates Investment Management
Washington
$257K 4,788 -3,984 -45%
RJA
37
Raymond James & Associates
Florida
$243K 4,524 -9 -0.2%
WCFA
38
Walkner Condon Financial Advisors
Wisconsin
$235K 4,379 – –
KAS
39
Kestra Advisory Services
Texas
$229K 4,263 -464 -10%
Truist Financial
40
Truist Financial
North Carolina
$213K 3,978 -3,101 -44%
NGA
41
Naples Global Advisors
Florida
$212K 3,960 -50 -1%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$201K 3,755 -1,572 -30%
HI
43
Harbour Investments
Wisconsin
$92.4K 1,723 -1,344 -44%
LFG
44
Larson Financial Group
Missouri
$83.2K 1,551 +5 +0.3%
Citigroup
45
Citigroup
New York
$53.8K 1,002 +1,002 New
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$35.6K 664 – –
NA
47
NewEdge Advisors
Louisiana
$31.1K 579 -313 -35%
SPIA
48
Steward Partners Investment Advisory
New York
$16.2K 301 – –
BAM
49
Belpointe Asset Management
Nevada
$12.1K 225 – –
HGERS
50
Householder Group Estate & Retirement Specialist
Arizona
$12K 228 +228 New
1
2
3