We are live on ! Find out more
FDM icon

First Trust Dow Jones Select MicroCap Index Fund
FDM

64 hedge funds and large institutions have $113M invested in First Trust Dow Jones Select MicroCap Index Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

9% more capital invested

Capital invested by funds: $104M → $113M (+$9.01M)

3% more funds holding

Funds holding: 62 → 64 (+2)

9% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 22

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

9.79% less ownership

Funds ownership: 73.72% → 63.93% (-9.8%)

Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
24
Reduced
22
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAIM
International Assets Investment Management
Florida
+$5.7M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.76M
3
AFG
Arkansas Financial Group
Arkansas
+$1.3M
4
BBHC
Brown Brothers Harriman & Co
New York
+$295K
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$267K

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$23.9M
2
GLLW
Graves Light Lenhart Wealth
Virginia
-$360K
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$356K
4
CP
Camelot Portfolios
Ohio
-$235K
5
NFW
Noble Family Wealth
Florida
-$132K
Name Holding Trade Value Shares
Change 		Change in
Stake
NPP
51
New Potomac Partners
Maryland
$58.3K +$57K +910 New
Comerica Bank
52
Comerica Bank
Texas
$37.2K -$501 -8 -1%
RIL
53
Rothschild Investment LLC
Illinois
$35.3K – – –
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$30.9K – – –
Fidelity Investments
55
Fidelity Investments
Massachusetts
$29.8K +$20.2K +322 +225%
SPIA
56
Steward Partners Investment Advisory
New York
$18K – – –
NA
57
NewEdge Advisors
Louisiana
$14.4K +$2.19K +35 +19%
GWM
58
Geneos Wealth Management
Colorado
$12.8K – – –
GRP
59
Global Retirement Partners
California
$11K – – –
AA
60
Ancora Advisors
Ohio
$6.92K – – –
HGERS
61
Householder Group Estate & Retirement Specialist
Arizona
$5K – – –
KFI
62
Key Financial Inc
Pennsylvania
$4.04K – – –
IAIM
63
International Assets Investment Management
Florida
$1.44K +$5.7M +90,933 +6,310%
JP Morgan Chase
64
JP Morgan Chase
New York
$71 +$63 +1 New
GLLW
65
Graves Light Lenhart Wealth
Virginia
– -$360K -6,076 Closed
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
– -$356K -5,935 Closed
1 2
3

FDM Hedge Fund Activity: Q3 2024 in Review

64 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Select MicroCap Index Fund (FDM) for Q3 2024, worth a combined $113M — up 8.6% from $104M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FDM positions and 2 closed out — a net gain of 3 holders — while 24 added to existing stakes and 22 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $5.7M. The largest seller was Strategic Financial Concepts, cutting an estimated $23.9M.

  • 64 institutional investors held First Trust Dow Jones Select MicroCap Index Fund (FDM) as of Q3 2024, up from 62 in Q2 2024.
  • Funds reported $113M of First Trust Dow Jones Select MicroCap Index Fund stock for Q3 2024, up 8.6% quarter-over-quarter.
  • 5 funds opened new First Trust Dow Jones Select MicroCap Index Fund positions in Q3 2024 and 2 closed out, a net change of +3 holders.
  • The largest First Trust Dow Jones Select MicroCap Index Fund buyer in Q3 2024 was International Assets Investment Management, an estimated $5.7M added.
  • The largest First Trust Dow Jones Select MicroCap Index Fund seller in Q3 2024 was Strategic Financial Concepts, an estimated $23.9M sold.

Based on aggregated 13F filings for Q3 2024.