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First Trust Dow Jones Select MicroCap Index Fund
FDM

Overview Fund Activity

65 hedge funds and large institutions have $99.6M invested in First Trust Dow Jones Select MicroCap Index Fund in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 24 reducing their positions, and 4 closing their positions.

Holders
65
Holders Change
+2
Holders Change %
+3.17%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
20
Reduced
24
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$11.4M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.8M
3
Raymond James Financial
3
Raymond James Financial
Florida
$2.63M
4
P
4
&Partners
Tennessee
$2.63M
5
VF
5
Virtu Financial
New York
$2.54M

Top Sellers

1
HAS
1
Horizon Advisory Services
New York
$281K
2
MAM
2
Marquette Asset Management
Minnesota
$1.3K
3
Wells Fargo
3
Wells Fargo
California
$4.78M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$9.11M
5
GAM
5
Gemmer Asset Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$776K 11,388 +15 +0.1%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$627K 9,199 +4,552 +98%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$619K 9,082 -46 -0.5%
BCA
29
Bay Colony Advisors
Massachusetts
$596K 8,737 -1,299 -13%
PSF
30
Pacific Sun Financial
California
$559K 8,205 – –
AFP
31
Ausdal Financial Partners
Iowa
$551K 8,091 -1,335 -14%
SMC
32
Smith, Moore & Co
Missouri
$520K 7,627 -112 -1%
Osaic Holdings
33
Osaic Holdings
Arizona
$479K 7,033 +312 +5%
FTS
34
Fifth Third Securities
Ohio
$478K 7,009 +1,439 +26%
Jones Financial Companies
35
Jones Financial Companies
Missouri
$444K 6,518 +1,170 +22%
WWM
36
Wagner Wealth Management
South Carolina
$427K 6,258 +76 +1%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$422K 6,194 – –
HighTower Advisors
38
HighTower Advisors
Illinois
$405K 5,948 -308 -5%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$376K 5,518 +319 +6%
SFC
40
Strategic Financial Concepts
Texas
$366K 5,367 -412 -7%
BBHC
41
Brown Brothers Harriman & Co
New York
$320K 4,700 – –
HAS
42
Horizon Advisory Services
New York
$281K 4,127 -311,273 -99%
KAS
43
Kestra Advisory Services
Texas
$281K 4,122 +602 +17%
AIC
44
Allodium Investment Consultants
Minnesota
$232K 3,403 +3,403 New
JIC
45
Johnson Investment Counsel
Ohio
$207K 851 +851 New
AP
46
Aspect Partners
Virginia
$170K 2,489 – –
CA
47
CoreCap Advisors
Michigan
$136K 1,995 +132 +7%
SL
48
Salomon & Ludwin
Virginia
$88.4K 1,297 -6 -0.5%
HI
49
Harbour Investments
Wisconsin
$64.5K 946 – –
LFG
50
Larson Financial Group
Missouri
$64.4K 945 -9 -0.9%
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