First Trust Dow Jones Select MicroCap Index Fund
FDM
57 hedge funds and large institutions have $85.1M invested in First Trust Dow Jones Select MicroCap Index Fund in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 6 closing their positions.
53% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 15
49% more capital invested
Capital invested by funds: $57M → $85.1M (+$28.1M)
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
5.22% more ownership
Funds ownership: 45.26% → 50.47% (+5.2%)
0% more funds holding
Funds holding: 57 → 57 (0)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DAM
51
Delta Asset Management
Memphis,
Tennessee
| $24K | -$6.18K | -110 | -22% |
|
|
EIP
52
Ellis Investment Partners
Berwyn,
Pennsylvania
| $23K | +$56 | +1 | +0.3% |
|
|
AWA
53
Arkadios Wealth Advisors
Atlanta,
Georgia
| $22K | +$56 | +1 | +0.3% |
|
54
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $19K | – | – | – |
|
|
CFGS
55
Concourse Financial Group Securities
Birmingham,
Alabama
| $7K | -$899 | -16 | -13% |
|
|
AA
56
Ancora Advisors
Cleveland,
Ohio
| $6K | – | – | – |
|
|
KFI
57
Key Financial Inc
West Chester,
Pennsylvania
| $4K | – | – | – |
|
58
Citadel Advisors
Miami,
Florida
| – | -$754K | -15,743 | Closed |
|
|
PWS
59
Precision Wealth Strategies
Saint Louis,
Missouri
| – | -$216K | -4,505 | Closed |
|
|
CAAS
60
Capital Asset Advisory Services
Williamston,
Michigan
| – | -$11K | -240 | Closed |
|
|
CIA
61
Cascade Investment Advisors
Oregon City,
Oregon
| – | -$21.2K | -100 | Closed |
|
|
ASN
62
Advisory Services Network
Atlanta,
Georgia
| – | -$4K | -80 | Closed |
|
|
DAC
63
Dividend Assets Capital
Ridgeland,
South Carolina
| – | -$1K | -21 | Closed |
|
FDM Hedge Fund Activity: Q1 2021 in Review
57 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Select MicroCap Index Fund (FDM) for Q1 2021, worth a combined $85.1M — up 49% from $57M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FDM positions and 6 closed out — a net gain of 1 holder — while 23 added to existing stakes and 15 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $3.2M. The largest seller was Citadel Advisors, exiting entirely with an estimated $754K sold.
- 57 institutional investors held First Trust Dow Jones Select MicroCap Index Fund (FDM) as of Q1 2021, unchanged from Q4 2020.
- Funds reported $85.1M of First Trust Dow Jones Select MicroCap Index Fund stock for Q1 2021, up 49% quarter-over-quarter.
- 7 funds opened new First Trust Dow Jones Select MicroCap Index Fund positions in Q1 2021 and 6 closed out, a net change of +1 holder.
- The largest First Trust Dow Jones Select MicroCap Index Fund buyer in Q1 2021 was Envestnet Asset Management, an estimated $3.2M added.
- The largest First Trust Dow Jones Select MicroCap Index Fund seller in Q1 2021 was Citadel Advisors, an estimated $754K sold.
Based on aggregated 13F filings for Q1 2021.