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First Trust Dow Jones Select MicroCap Index Fund
FDM

Overview Fund Activity

65 hedge funds and large institutions have $93.2M invested in First Trust Dow Jones Select MicroCap Index Fund in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 3 closing their positions.

Holders
65
Holders Change
+14
Holders Change %
+27.45%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
20
Reduced
17
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$6.5M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.75M
3
NW
3
Naviter Wealth
Arkansas
$2.33M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.3M
5
CPIG
5
Chicago Partners Investment Group
Illinois
$7.51M

Top Sellers

1
MFGM
1
Marshall Financial Group (Maryland)
Maryland
$277K
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$10.3M
3
GRP
3
Global Retirement Partners
California
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.28M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$345K
Name Market Value Shares Shares
Change 		Shares
Change %
TRCT
51
Tower Research Capital (TRC)
New York
$131K 2,054 +2,054 New
LFG
52
Larson Financial Group
Missouri
$122K 1,906 +10 +0.5%
CA
53
CoreCap Advisors
Michigan
$47K 730 +730 New
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$42K 664 – –
EIP
55
Ellis Investment Partners
Pennsylvania
$25K 392 +2 +0.5%
DAM
56
Delta Asset Management
Tennessee
$19K 300 – –
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$19K 300 +300 New
RPCONE
58
Retirement Planning Company of New England
Rhode Island
$14K 221 +221 New
CWS
59
Confluence Wealth Services
Pennsylvania
$12K 200 +200 New
CFGS
60
Concourse Financial Group Securities
Alabama
$8K 123 – –
AA
61
Ancora Advisors
Ohio
$7K 108 – –
KFI
62
Key Financial Inc
Pennsylvania
$4K 63 – –
GRP
63
Global Retirement Partners
California
– – -9,931 Closed
OCM
64
One Capital Management
California
– – -3,700 Closed
AWA
65
Arkadios Wealth Advisors
Georgia
– – -373 Closed
MAM
66
Marquette Asset Management
Minnesota
$0 6 – –
Fidelity Investments
67
Fidelity Investments
Massachusetts
$0 2 +2 New
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$0 7 +7 New
1 2
3