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First Trust Dow Jones Select MicroCap Index Fund
FDM

69 hedge funds and large institutions have $86.9M invested in First Trust Dow Jones Select MicroCap Index Fund in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 31 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

5% more funds holding

Funds holding: 66 → 69 (+3)

1.11% less ownership

Funds ownership: 56.23% → 55.11% (-1.1%)

13% less capital invested

Capital invested by funds: $100M → $86.9M (-$13.1M)

42% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 31

Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
18
Reduced
31
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AFG
Arkansas Financial Group
Arkansas
+$871K
2
Jane Street
Jane Street
New York
+$722K
3
AWM
Apollon Wealth Management
South Carolina
+$701K
4
TYCC
Texas Yale Capital Corp
Florida
+$675K
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$642K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.97M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.8M
3
LPL Financial
LPL Financial
California
-$1.79M
4
VF
Virtu Financial
New York
-$1.54M
5
Stifel Financial
Stifel Financial
Missouri
-$745K
Name Holding Trade Value Shares
Change 		Change in
Stake
BBHC
51
Brown Brothers Harriman & Co
New York
$146K -$159K -2,350 -50%
CA
52
CoreCap Advisors
Michigan
$129K +$4.86K +72 +4%
SL
53
Salomon & Ludwin
Virginia
$80.7K – – –
NA
54
NewEdge Advisors
Louisiana
$76.1K +$19.9K +295 +32%
LFG
55
Larson Financial Group
Missouri
$58.6K -$135 -2 -0.2%
HI
56
Harbour Investments
Wisconsin
$56K -$3.11K -46 -5%
GWM
57
Geneos Wealth Management
Colorado
$37.3K +$27K +400 +200%
PSFG
58
Park Square Financial Group
Georgia
$34.9K – – –
RIL
59
Rothschild Investment LLC
Illinois
$34.2K – – –
Comerica Bank
60
Comerica Bank
Texas
$30.3K -$3.17K -47 -9%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$30K – – –
Fidelity Investments
62
Fidelity Investments
Massachusetts
$28.2K -$743 -11 -2%
SPIA
63
Steward Partners Investment Advisory
New York
$16.3K – – –
GSWM
64
Golden State Wealth Management
California
$15.9K – – –
FFA
65
Farther Finance Advisors
California
$7.36K – – –
AA
66
Ancora Advisors
Ohio
$6.72K – – –
CAL
67
Capital Analysts LLC
Pennsylvania
$5K +$5.61K +83 New
KFI
68
Key Financial Inc
Pennsylvania
$3.92K – – –
SS
69
SBI Securities
Japan
$2.11K -$203 -3 -8%
JIC
70
Johnson Investment Counsel
Ohio
– -$207K -851 Closed
MAM
71
Marquette Asset Management
Minnesota
– -$1.29K -19 Closed
1 2
3

FDM Hedge Fund Activity: Q1 2025 in Review

69 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Select MicroCap Index Fund (FDM) for Q1 2025, worth a combined $86.9M — down 13% from $100M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FDM positions and 2 closed out — a net gain of 4 holders — while 18 added to existing stakes and 31 trimmed.

The largest buyer was Arkansas Financial Group, adding an estimated $871K. The largest seller was Susquehanna International Group, cutting an estimated $1.97M.

  • 69 institutional investors held First Trust Dow Jones Select MicroCap Index Fund (FDM) as of Q1 2025, up from 66 in Q4 2024.
  • Funds reported $86.9M of First Trust Dow Jones Select MicroCap Index Fund stock for Q1 2025, down 13% quarter-over-quarter.
  • 6 funds opened new First Trust Dow Jones Select MicroCap Index Fund positions in Q1 2025 and 2 closed out, a net change of +4 holders.
  • The largest First Trust Dow Jones Select MicroCap Index Fund buyer in Q1 2025 was Arkansas Financial Group, an estimated $871K added.
  • The largest First Trust Dow Jones Select MicroCap Index Fund seller in Q1 2025 was Susquehanna International Group, an estimated $1.97M sold.

Based on aggregated 13F filings for Q1 2025.