First Trust Dow Jones Select MicroCap Index Fund
FDM
29 hedge funds and large institutions have $15.1M invested in First Trust Dow Jones Select MicroCap Index Fund in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
16% more funds holding
Funds holding: 25 → 29 (+4)
8% more capital invested
Capital invested by funds: $14M → $15.1M (+$1.09M)
1.68% more ownership
Funds ownership: 27.47% → 29.15% (+1.7%)
40% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$1.21M |
| 2 |
Morgan Stanley
New York
|
+$884K |
| 3 |
NPC
National Planning Corporation
El Segundo,
California
|
+$74.7K |
| 4 |
OCM
One Capital Management
Westlake Village,
California
|
+$48.8K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$34.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.76M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.65M |
| 3 |
SG Americas Securities
New York
|
-$1.54M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$467K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$260K |
FDM Hedge Fund Activity: Q4 2014 in Review
29 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Select MicroCap Index Fund (FDM) for Q4 2014, worth a combined $15.1M — up 7.8% from $14M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new FDM positions and 1 closed out — a net gain of 5 holders — while 6 added to existing stakes and 10 trimmed.
The largest buyer was BB&T Securities, adding an estimated $1.21M. The largest seller was Susquehanna International Group, cutting an estimated $1.76M.
- 29 institutional investors held First Trust Dow Jones Select MicroCap Index Fund (FDM) as of Q4 2014, up from 25 in Q3 2014.
- Funds reported $15.1M of First Trust Dow Jones Select MicroCap Index Fund stock for Q4 2014, up 7.8% quarter-over-quarter.
- 6 funds opened new First Trust Dow Jones Select MicroCap Index Fund positions in Q4 2014 and 1 closed out, a net change of +5 holders.
- The largest First Trust Dow Jones Select MicroCap Index Fund buyer in Q4 2014 was BB&T Securities, an estimated $1.21M added.
- The largest First Trust Dow Jones Select MicroCap Index Fund seller in Q4 2014 was Susquehanna International Group, an estimated $1.76M sold.
Based on aggregated 13F filings for Q4 2014.