First Trust Dow Jones Select MicroCap Index Fund
FDM
26 hedge funds and large institutions have $16M invested in First Trust Dow Jones Select MicroCap Index Fund in 2015 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 5 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
6% more capital invested
Capital invested by funds: $15.1M → $16M (+$880K)
1.19% more ownership
Funds ownership: 29.15% → 30.33% (+1.2%)
10% less funds holding
Funds holding: 29 → 26 (-3)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 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 |
UBS Group
Zurich,
Switzerland
|
+$53.7K |
| 5 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
+$47.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$828K |
| 2 |
OCM
One Capital Management
Westlake Village,
California
|
-$307K |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
-$227K |
| 4 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$169K |
| 5 |
Morgan Stanley
New York
|
-$114K |
FDM Hedge Fund Activity: Q1 2015 in Review
26 of the 3,770 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 $16M — up 5.8% from $15.1M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of FDM and 2 opened new positions — a net loss of 3 holders — while 7 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 29 in Q4 2014.
- Funds reported $16M of First Trust Dow Jones Select MicroCap Index Fund stock for Q1 2015, up 5.8% quarter-over-quarter.
- 2 funds opened new First Trust Dow Jones Select MicroCap Index Fund positions in Q1 2015 and 5 closed out, a net change of -3 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.