First Trust Dow Jones Select MicroCap Index Fund
FDM
50 hedge funds and large institutions have $71.5M invested in First Trust Dow Jones Select MicroCap Index Fund in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 6 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 15
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $72.3M → $71.5M (-$768K)
1.12% less ownership
Funds ownership: 49.7% → 48.58% (-1.1%)
2% less funds holding
Funds holding: 51 → 50 (-1)
Top Buyers
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.36M |
| 2 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
+$1.08M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$491K |
| 4 |
Jane Street
New York
|
+$442K |
| 5 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$329K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWA
51
Clarus Wealth Advisors
Peoria,
Arizona
| – | -$74K | -1,650 | Closed |
|
|
GRP
52
Global Retirement Partners
San Rafael,
California
| – | -$10K | -220 | Closed |
|
|
AA
53
Advisory Alpha
Holland,
Michigan
| – | -$5.23K | -115 | Closed |
|
54
Fidelity Investments
Boston,
Massachusetts
| – | +$45 | +1 | New |
|
FDM Hedge Fund Activity: Q2 2019 in Review
50 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Select MicroCap Index Fund (FDM) for Q2 2019, worth a combined $71.5M — down 1.1% from $72.3M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FDM positions and 6 closed out — a net gain of 1 holder — while 18 added to existing stakes and 15 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $1.36M. The largest seller was Bank of America, cutting an estimated $1.93M.
- 50 institutional investors held First Trust Dow Jones Select MicroCap Index Fund (FDM) as of Q2 2019, down from 51 in Q1 2019.
- Funds reported $71.5M of First Trust Dow Jones Select MicroCap Index Fund stock for Q2 2019, down 1.1% quarter-over-quarter.
- 7 funds opened new First Trust Dow Jones Select MicroCap Index Fund positions in Q2 2019 and 6 closed out, a net change of +1 holder.
- The largest First Trust Dow Jones Select MicroCap Index Fund buyer in Q2 2019 was Citadel Advisors, an estimated $1.36M added.
- The largest First Trust Dow Jones Select MicroCap Index Fund seller in Q2 2019 was Bank of America, an estimated $1.93M sold.
Based on aggregated 13F filings for Q2 2019.