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First Trust Dow Jones Select MicroCap Index Fund
FDM

85 hedge funds and large institutions have $140M invested in First Trust Dow Jones Select MicroCap Index Fund in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

7% more capital invested

Capital invested by funds: $132M → $140M (+$8.67M)

1% more funds holding

Funds holding: 84 → 85 (+1)

0.45% more ownership

Funds ownership: 60.9% → 61.35% (+0.45%)

14% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 29

Holders
85
Holders Change
+1
Holders Change %
+1.19%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
25
Reduced
29
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$3.78M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.01M
3
SWM
SHP Wealth Management
Massachusetts
+$514K
4
GIA
Gladstone Institutional Advisory
Florida
+$432K
5
AWA
Arkadios Wealth Advisors
Georgia
+$428K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.54M
2
AFG
Arkansas Financial Group
Arkansas
-$734K
3
Bank of America
Bank of America
North Carolina
-$349K
4
Stifel Financial
Stifel Financial
Missouri
-$324K
5
E
Entelevest
Florida
-$274K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
76
Sound Income Strategies
Florida
$12K – – –
LFG
77
Larson Financial Group
Missouri
$11.6K -$1.75K -21 -13%
FFA
78
Farther Finance Advisors
California
$9.76K – – –
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$9.19K – – –
AA
80
Ancora Advisors
Ohio
$8.87K – – –
CAL
81
Capital Analysts LLC
Pennsylvania
$7K – – –
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$6.77K +$83 +1 +1%
GJIA
83
Glass Jacobson Investment Advisors
Maryland
$4.83K – – –
SS
84
SBI Securities
Japan
$2.79K – – –
UBS AM
85
UBS AM
Illinois
$657 +$668 +8 New
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
– -$1.54M -19,305 Closed
E
87
Entelevest
Florida
– -$274K -3,441 Closed
IAIM
88
International Assets Investment Management
Florida
– -$114K -1,427 Closed
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
– -$11.9K -150 Closed
SIC
90
SJS Investment Consulting
Ohio
– -$7.96K -100 Closed
KFI
91
Key Financial Inc
Pennsylvania
– -$2.07K -26 Closed
1 2 3
4

FDM Hedge Fund Activity: Q1 2026 in Review

85 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Select MicroCap Index Fund (FDM) for Q1 2026, worth a combined $140M — up 6.6% from $132M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FDM positions and 6 closed out — a net gain of 3 holders — while 25 added to existing stakes and 29 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.78M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.54M sold.

  • 85 institutional investors held First Trust Dow Jones Select MicroCap Index Fund (FDM) as of Q1 2026, up from 84 in Q4 2025.
  • Funds reported $140M of First Trust Dow Jones Select MicroCap Index Fund stock for Q1 2026, up 6.6% quarter-over-quarter.
  • 9 funds opened new First Trust Dow Jones Select MicroCap Index Fund positions in Q1 2026 and 6 closed out, a net change of +3 holders.
  • The largest First Trust Dow Jones Select MicroCap Index Fund buyer in Q1 2026 was LPL Financial, an estimated $3.78M added.
  • The largest First Trust Dow Jones Select MicroCap Index Fund seller in Q1 2026 was Susquehanna International Group, an estimated $1.54M sold.

Based on aggregated 13F filings for Q1 2026.