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First Trust Dow Jones Select MicroCap Index Fund

60 hedge funds and large institutions have $65M invested in First Trust Dow Jones Select MicroCap Index Fund in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 27 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

3% less funds holding

Funds holding: 6260 (-2)

4.33% less ownership

Funds ownership: 48.23%43.9% (-4.3%)

8% less capital invested

Capital invested by funds: $70.5M → $65M (-$5.56M)

33% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 27

Holders
60
Holders Change
-2
Holders Change %
-3.23%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
18
Reduced
27
Closed
5
Calls
Puts
Net Calls
Net Calls Change

FDM Hedge Fund Activity: Q1 2023 in Review

60 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Select MicroCap Index Fund (FDM) for Q1 2023, worth a combined $65M — down 7.9% from $70.5M a quarter earlier.

Fund positioning in FDM was balanced in Q1 2023: 5 funds opened new positions, 5 closed out, 18 added to existing stakes and 27 trimmed.

The largest buyer was Chicago Partners Investment Group, adding an estimated $586K. The largest seller was Bank of America, cutting an estimated $1.1M.

  • 60 institutional investors held First Trust Dow Jones Select MicroCap Index Fund (FDM) as of Q1 2023, down from 62 in Q4 2022.
  • Funds reported $65M of First Trust Dow Jones Select MicroCap Index Fund stock for Q1 2023, down 7.9% quarter-over-quarter.
  • 5 funds opened new First Trust Dow Jones Select MicroCap Index Fund positions in Q1 2023 and 5 closed out, a net change of 0 holders.
  • The largest First Trust Dow Jones Select MicroCap Index Fund buyer in Q1 2023 was Chicago Partners Investment Group, an estimated $586K added.
  • The largest First Trust Dow Jones Select MicroCap Index Fund seller in Q1 2023 was Bank of America, an estimated $1.1M sold.

Based on aggregated 13F filings for Q1 2023.