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First Trust Dow Jones Select MicroCap Index Fund
FDM

Overview Fund Activity

63 hedge funds and large institutions have $113M invested in First Trust Dow Jones Select MicroCap Index Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 2 closing their positions.

Holders
63
Holders Change
+2
Holders Change %
+3.28%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
24
Reduced
21
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.8M
2
AFG
2
Arkansas Financial Group
Arkansas
$9.41M
3
BBHC
3
Brown Brothers Harriman & Co
New York
$301K
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$341K
5
CPIG
5
Chicago Partners Investment Group
Illinois
$11.9M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$370K
2
GLLW
2
Graves Light Lenhart Wealth
Virginia
$0
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$0
4
CP
4
Camelot Portfolios
Ohio
$1.12M
5
NFW
5
Noble Family Wealth
Florida
$1.28M
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$583K 9,128 -149 -2%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$562K 8,769 +108 +1%
PSF
28
Pacific Sun Financial
California
$526K 8,205 -350 -4%
SMC
29
Smith, Moore & Co
Missouri
$496K 7,739 +75 +1%
Osaic Holdings
30
Osaic Holdings
Arizona
$431K 6,721 +34 +0.5%
HighTower Advisors
31
HighTower Advisors
Illinois
$403K 6,256 +15 +0.2%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$397K 6,194 -67 -1%
WWM
33
Wagner Wealth Management
South Carolina
$396K 6,182 +40 +0.7%
SFC
34
Strategic Financial Concepts
Texas
$370K 5,779 -381,742 -99%
FTS
35
Fifth Third Securities
Ohio
$357K 5,570 – –
Jones Financial Companies
36
Jones Financial Companies
Missouri
$341K 5,348 +4,265 +394%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$333K 5,199 -1,950 -27%
RJA
38
Raymond James & Associates
Florida
$319K 4,971 +158 +3%
BBHC
39
Brown Brothers Harriman & Co
New York
$301K 4,700 +4,700 New
GAM
40
Gemmer Asset Management
California
$301K 4,689 -553 -11%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$298K 4,647 -292 -6%
KAS
42
Kestra Advisory Services
Texas
$226K 3,520 -150 -4%
Two Sigma Investments
43
Two Sigma Investments
New York
$224K 3,500 +3,500 New
AP
44
Aspect Partners
Virginia
$160K 2,489 – –
CA
45
CoreCap Advisors
Michigan
$119K 1,863 +5 +0.3%
SL
46
Salomon & Ludwin
Virginia
$83.5K 1,303 – –
FFA
47
Farther Finance Advisors
California
$64.4K 1,004 – –
LFG
48
Larson Financial Group
Missouri
$61.1K 954 -424 -31%
HI
49
Harbour Investments
Wisconsin
$60.6K 946 -198 -17%
NPP
50
New Potomac Partners
Maryland
$58.3K 910 +910 New
1
2
3