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First Trust Dow Jones Select MicroCap Index Fund
FDM

25 hedge funds and large institutions have $82.2M invested in First Trust Dow Jones Select MicroCap Index Fund in 2013 Q2 according to their latest regulatory filings, with 25 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

70.02% more ownership

Funds ownership: 0% → 70.02% (+70%)

Holders
25
Holders Change
+25
Holders Change %
–
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
RIG
1
RiverFront Investment Group
Virginia
$68.9M +$67M +2,613,828 New
RJA
2
Raymond James & Associates
Florida
$5.65M +$5.49M +214,232 New
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.06M +$2M +78,039 New
CP
4
Camelot Portfolios
Ohio
$1.1M +$1.07M +41,916 New
PI
5
Placemark Investments
Illinois
$921K +$895K +34,924 New
Wells Fargo
6
Wells Fargo
California
$832K +$809K +31,561 New
Morgan Stanley
7
Morgan Stanley
New York
$664K +$646K +25,193 New
CA
8
Cetera Advisors
Colorado
$533K +$519K +20,240 New
Comerica Bank
9
Comerica Bank
Texas
$317K +$308K +12,013 New
RJT
10
Raymond James Trust
Florida
$223K +$217K +8,450 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$162K +$158K +6,153 New
Bank of America
12
Bank of America
North Carolina
$160K +$156K +6,069 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$157K +$152K +5,942 New
U
14
UBS
Switzerland
$140K +$136K +5,305 New
SFS
15
Signator Financial Services
Massachusetts
$86K +$83.6K +3,260 New
BIT
16
BlackRock Institutional Trust
California
$74K +$71.8K +2,800 New
MWP
17
MYCIO Wealth Partners
Pennsylvania
$40K +$38.9K +1,518 New
Creative Planning
18
Creative Planning
Kansas
$36K +$34.6K +1,349 New
BTS
19
BB&T Securities
Virginia
$19.4K +$1.88M +73,465 New
MFS
20
MSI Financial Services
Massachusetts
$17K +$16.1K +627 New
WA
21
WFG Advisors
Texas
$16K +$15.1K +589 New
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$16K +$15.4K +600 New
AIG
23
American International Group
New York
$13.4K +$13K +507 New
DADC
24
D.A. Davidson & Co
Montana
$10K +$10.3K +400 New
BC
25
Bartlett & Co
Ohio
$6K +$5.97K +233 New

FDM Hedge Fund Activity: Q2 2013 in Review

25 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Select MicroCap Index Fund (FDM) for Q2 2013, worth a combined $82.2M.

Buyers outnumbered sellers: 25 funds opened new FDM positions and 0 closed out — a net gain of 25 holders — while 0 added to existing stakes and 0 trimmed.

  • 25 institutional investors held First Trust Dow Jones Select MicroCap Index Fund (FDM) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $82.2M of First Trust Dow Jones Select MicroCap Index Fund stock for Q2 2013.
  • 25 funds opened new First Trust Dow Jones Select MicroCap Index Fund positions in Q2 2013 and 0 closed out, a net change of +25 holders.

Based on aggregated 13F filings for Q2 2013.