First Trust Dow Jones Select MicroCap Index Fund
FDM
26 hedge funds and large institutions have $42M invested in First Trust Dow Jones Select MicroCap Index Fund in 2015 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 5 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
5% more capital invested
Capital invested by funds: $40M → $42M (+$2.01M)
2.01% more ownership
Funds ownership: 28.32% → 30.33% (+2%)
7% less funds holding
Funds holding: 28 → 26 (-2)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.16M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$738K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$417K |
| 4 |
CS
Comerica Securities
Detroit,
Michigan
|
+$352K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$53.7K |
Top Sellers
FDM Hedge Fund Activity: Q1 2015 in Review
26 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Select MicroCap Index Fund (FDM) for Q1 2015, worth a combined $42M — up 5% from $40M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of FDM and 3 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 9 added.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.16M. The largest seller was Wells Fargo, cutting an estimated $828K.
- 26 institutional investors held First Trust Dow Jones Select MicroCap Index Fund (FDM) as of Q1 2015, down from 28 in Q4 2014.
- Funds reported $42M of First Trust Dow Jones Select MicroCap Index Fund stock for Q1 2015, up 5% quarter-over-quarter.
- 3 funds opened new First Trust Dow Jones Select MicroCap Index Fund positions in Q1 2015 and 5 closed out, a net change of -2 holders.
- The largest First Trust Dow Jones Select MicroCap Index Fund buyer in Q1 2015 was Citadel Advisors, an estimated $1.16M added.
- The largest First Trust Dow Jones Select MicroCap Index Fund seller in Q1 2015 was Wells Fargo, an estimated $828K sold.
Based on aggregated 13F filings for Q1 2015.