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First Trust Dow Jones Select MicroCap Index Fund

63 hedge funds and large institutions have $76.1M invested in First Trust Dow Jones Select MicroCap Index Fund in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 22

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

3.41% less ownership

Funds ownership: 49.66%46.25% (-3.4%)

5% less funds holding

Funds holding: 6663 (-3)

19% less capital invested

Capital invested by funds: $93.6M → $76.1M (-$17.5M)

Holders
63
Holders Change
-3
Holders Change %
-4.55%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
22
Reduced
22
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
51
Global Retirement Partners
California
$28K +$31.8K +522 New
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$27K +$9.21K +151 +50%
GWM
53
Geneos Wealth Management
Colorado
$24K +$24.9K +408 New
EIP
54
Ellis Investment Partners
Pennsylvania
$23K +$61 +1 +0.3%
MAM
55
Meeder Asset Management
Ohio
$18K +$18.3K +300 New
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$15K -$123K -2,021 -89%
PFS
57
Prospera Financial Services
Texas
$9K +$9.15K +150 New
AA
58
Ancora Advisors
Ohio
$7K
KFI
59
Key Financial Inc
Pennsylvania
$4K
SPIA
60
Steward Partners Investment Advisory
New York
$4K +$3.72K +61 New
JP Morgan Chase
61
JP Morgan Chase
New York
$1K +$915 +15 New
Fidelity Investments
62
Fidelity Investments
Massachusetts
$1K +$1.1K +18 +900%
Kayne Anderson Rudnick Investment Management
63
Kayne Anderson Rudnick Investment Management
California
-$6.5M -101,691 Closed
NW
64
Naviter Wealth
Arkansas
-$2.33M -36,416 Closed
IAIM
65
International Assets Investment Management
Florida
-$218K -3,406 Closed
SAM
66
Smithbridge Asset Management
Pennsylvania
-$200K -3,131 Closed
ERWM
67
Elk River Wealth Management
Colorado
-$204K -900 Closed
CA
68
CoreCap Advisors
Michigan
-$47K -730 Closed
DAM
69
Delta Asset Management
Tennessee
-$19K -300 Closed
RPCONE
70
Retirement Planning Company of New England
Rhode Island
-$14K -221 Closed
CWS
71
Confluence Wealth Services
Pennsylvania
-$12K -200 Closed
CFGS
72
Concourse Financial Group Securities
Alabama
-$7.5K -123 Closed
LAS
73
Lloyd Advisory Services
Georgia
+$61 +1 New

FDM Hedge Fund Activity: Q1 2022 in Review

63 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Select MicroCap Index Fund (FDM) for Q1 2022, worth a combined $76.1M — down 19% from $93.6M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of FDM and 11 opened new positions — a net loss of 1 holder — while 22 trimmed existing stakes and 22 added.

The largest buyer was WealthSource Partners, opening a new position worth an estimated $1.07M. The largest seller was Kayne Anderson Rudnick Investment Management, exiting entirely with an estimated $6.5M sold.

  • 63 institutional investors held First Trust Dow Jones Select MicroCap Index Fund (FDM) as of Q1 2022, down from 66 in Q4 2021.
  • Funds reported $76.1M of First Trust Dow Jones Select MicroCap Index Fund stock for Q1 2022, down 19% quarter-over-quarter.
  • 11 funds opened new First Trust Dow Jones Select MicroCap Index Fund positions in Q1 2022 and 12 closed out, a net change of -1 holder.
  • The largest First Trust Dow Jones Select MicroCap Index Fund buyer in Q1 2022 was WealthSource Partners, an estimated $1.07M added.
  • The largest First Trust Dow Jones Select MicroCap Index Fund seller in Q1 2022 was Kayne Anderson Rudnick Investment Management, an estimated $6.5M sold.

Based on aggregated 13F filings for Q1 2022.