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First Trust Dow Jones Select MicroCap Index Fund
FDM

Overview Fund Activity

35 hedge funds and large institutions have $43.6M invested in First Trust Dow Jones Select MicroCap Index Fund in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 6 closing their positions.

Holders
35
Holders Change
-1
Holders Change %
-2.78%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
13
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$20M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.25M
3
Bank of America
3
Bank of America
North Carolina
$1.86M
4
UBS Group
4
UBS Group
Switzerland
$841K
5
IA
5
IFP Advisors
Florida
$1.58M

Top Sellers

1
Jane Street
1
Jane Street
New York
$309K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$617K
3
MML Investors Services
3
MML Investors Services
Massachusetts
$0
4
SG Americas Securities
4
SG Americas Securities
New York
$0
5
CP
5
Camelot Portfolios
Ohio
$2.09M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$20M 391,701 +141,726 +57%
CPIG
2
Chicago Partners Investment Group
Illinois
$2.96M 58,031 +762 +1%
Wells Fargo
3
Wells Fargo
California
$2.22M 43,516 -398 -0.9%
CP
4
Camelot Portfolios
Ohio
$2.09M 40,985 -2,886 -7%
Bank of America
5
Bank of America
North Carolina
$1.86M 36,498 +21,248 +139%
IA
6
IFP Advisors
Florida
$1.58M 31,080 +6,931 +29%
FWM
7
Frontier Wealth Management
Missouri
$1.57M 30,901 -434 -1%
LPL Financial
8
LPL Financial
California
$1.42M 27,872 +2,667 +11%
Citadel Advisors
9
Citadel Advisors
Florida
$1.25M 24,594 +24,594 New
BTS
10
BB&T Securities
Virginia
$1.21M 23,797 -2,323 -9%
RJA
11
Raymond James & Associates
Florida
$1.14M 22,463 +1,918 +9%
UBS Group
12
UBS Group
Switzerland
$841K 16,517 +10,926 +195%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$642K 12,605 +16 +0.1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$617K 12,111 -14,298 -54%
CIBC World Market
15
CIBC World Market
Ontario, Canada
$551K 10,821 +6,336 +141%
EWM
16
Empirical Wealth Management
Washington
$545K 10,690 – –
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$436K 8,559 +292 +4%
CWS
18
Cypress Wealth Services
California
$404K 7,936 +2,147 +37%
NGA
19
Naples Global Advisors
Florida
$383K 7,510 – –
OCM
20
One Capital Management
California
$353K 6,924 +1 +0%
Jane Street
21
Jane Street
New York
$309K 6,060 -15,309 -72%
Mariner
22
Mariner
Kansas
$254K 4,987 – –
CAN
23
Cetera Advisor Networks
California
$212K 4,185 +4,185 New
AG
24
Advisor Group
Arizona
$191K 3,763 -199 -5%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$144K 2,844 +2 +0.1%
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