First Trust Dow Jones Select MicroCap Index Fund
FDM
30 hedge funds and large institutions have $13.5M invested in First Trust Dow Jones Select MicroCap Index Fund in 2016 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 5 closing their positions.
0% more funds holding
Funds holding: 30 → 30 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
5.94% less ownership
Funds ownership: 35.74% → 29.8% (-5.9%)
23% less capital invested
Capital invested by funds: $17.6M → $13.5M (-$4.09M)
55% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$783K |
| 2 |
VKH
Virtu KCG Holdings
New York
|
+$265K |
| 3 |
SG Americas Securities
New York
|
+$123K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$34.2K |
| 5 |
IWMPD
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
+$17.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.92M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.58M |
| 3 |
LPL Financial
San Diego,
California
|
-$262K |
| 4 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$249K |
| 5 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$243K |
FDM Hedge Fund Activity: Q2 2016 in Review
30 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Select MicroCap Index Fund (FDM) for Q2 2016, worth a combined $13.5M — down 23% from $17.6M a quarter earlier.
Fund positioning in FDM was balanced in Q2 2016: 5 funds opened new positions, 5 closed out, 5 added to existing stakes and 11 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $783K. The largest seller was Susquehanna International Group, cutting an estimated $2.92M.
- 30 institutional investors held First Trust Dow Jones Select MicroCap Index Fund (FDM) as of Q2 2016, unchanged from Q1 2016.
- Funds reported $13.5M of First Trust Dow Jones Select MicroCap Index Fund stock for Q2 2016, down 23% quarter-over-quarter.
- 5 funds opened new First Trust Dow Jones Select MicroCap Index Fund positions in Q2 2016 and 5 closed out, a net change of 0 holders.
- The largest First Trust Dow Jones Select MicroCap Index Fund buyer in Q2 2016 was Morgan Stanley, an estimated $783K added.
- The largest First Trust Dow Jones Select MicroCap Index Fund seller in Q2 2016 was Susquehanna International Group, an estimated $2.92M sold.
Based on aggregated 13F filings for Q2 2016.