First Trust Dow Jones Select MicroCap Index Fund
FDM
25 hedge funds and large institutions have $92.3M invested in First Trust Dow Jones Select MicroCap Index Fund in 2013 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 4 closing their positions.
86% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 7
10% more capital invested
Capital invested by funds: $84.1M → $92.3M (+$8.27M)
0% more funds holding
Funds holding: 25 → 25 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
1.61% less ownership
Funds ownership: 70.02% → 68.41% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$641K |
| 2 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$392K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$317K |
| 4 |
CS
Comerica Securities
Detroit,
Michigan
|
+$269K |
| 5 |
Morgan Stanley
New York
|
+$190K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.76M |
| 2 |
CP
Camelot Portfolios
Maumee,
Ohio
|
-$325K |
| 3 |
SFS
Signator Financial Services
Boston,
Massachusetts
|
-$86K |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$74K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$28.4K |
FDM Hedge Fund Activity: Q3 2013 in Review
25 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Select MicroCap Index Fund (FDM) for Q3 2013, worth a combined $92.3M — up 9.8% from $84.1M a quarter earlier.
Fund positioning in FDM was balanced in Q3 2013: 4 funds opened new positions, 4 closed out, 13 added to existing stakes and 7 trimmed.
The largest buyer was Wells Fargo, adding an estimated $641K. The largest seller was Susquehanna International Group, cutting an estimated $1.76M.
- 25 institutional investors held First Trust Dow Jones Select MicroCap Index Fund (FDM) as of Q3 2013, unchanged from Q2 2013.
- Funds reported $92.3M of First Trust Dow Jones Select MicroCap Index Fund stock for Q3 2013, up 9.8% quarter-over-quarter.
- 4 funds opened new First Trust Dow Jones Select MicroCap Index Fund positions in Q3 2013 and 4 closed out, a net change of 0 holders.
- The largest First Trust Dow Jones Select MicroCap Index Fund buyer in Q3 2013 was Wells Fargo, an estimated $641K added.
- The largest First Trust Dow Jones Select MicroCap Index Fund seller in Q3 2013 was Susquehanna International Group, an estimated $1.76M sold.
Based on aggregated 13F filings for Q3 2013.