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First Trust Dow Jones Select MicroCap Index Fund
FDM

Overview Fund Activity

62 hedge funds and large institutions have $75.7M 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, 21 reducing their positions, and 12 closing their positions.

Holders
62
Holders Change
-3
Holders Change %
-4.62%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
22
Reduced
21
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WP
1
WealthSource Partners
California
$1.06M
2
FAIM
2
Financial Advocates Investment Management
Washington
$3.12M
3
TRCT
3
Tower Research Capital (TRC)
New York
$914K
4
Morgan Stanley
4
Morgan Stanley
New York
$8.07M
5
WMG
5
WESCAP Management Group
California
$2.95M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.57M
3
NW
3
Naviter Wealth
Arkansas
$0
4
Wells Fargo
4
Wells Fargo
California
$6.31M
5
Citadel Advisors
5
Citadel Advisors
Florida
$953K
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$27K 451 +151 +50%
GWM
52
Geneos Wealth Management
Colorado
$24K 408 +408 New
EIP
53
Ellis Investment Partners
Pennsylvania
$23K 393 +1 +0.3%
MAM
54
Meeder Asset Management
Ohio
$18K 300 +300 New
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$15K 253 -2,021 -89%
PFS
56
Prospera Financial Services
Texas
$9K 150 +150 New
AA
57
Ancora Advisors
Ohio
$7K 108 – –
KFI
58
Key Financial Inc
Pennsylvania
$4K 63 – –
SPIA
59
Steward Partners Investment Advisory
New York
$4K 61 +61 New
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$1K 15 +15 New
Fidelity Investments
61
Fidelity Investments
Massachusetts
$1K 20 +18 +900%
Kayne Anderson Rudnick Investment Management
62
Kayne Anderson Rudnick Investment Management
California
– – -101,691 Closed
NW
63
Naviter Wealth
Arkansas
– – -36,416 Closed
IAIM
64
International Assets Investment Management
Florida
– – -3,406 Closed
SAM
65
Smithbridge Asset Management
Pennsylvania
– – -3,131 Closed
ERWM
66
Elk River Wealth Management
Colorado
– – -900 Closed
CA
67
CoreCap Advisors
Michigan
– – -730 Closed
DAM
68
Delta Asset Management
Tennessee
– – -300 Closed
RPCONE
69
Retirement Planning Company of New England
Rhode Island
– – -221 Closed
CWS
70
Confluence Wealth Services
Pennsylvania
– – -200 Closed
CFGS
71
Concourse Financial Group Securities
Alabama
– – -123 Closed
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
– – -7 Closed
MAM
73
Marquette Asset Management
Minnesota
– – -6 Closed
LAS
74
Lloyd Advisory Services
Georgia
$0 1 +1 New
1 2
3