First Trust Dow Jones Select MicroCap Index Fund
FDM
48 hedge funds and large institutions have $71.5M invested in First Trust Dow Jones Select MicroCap Index Fund in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 20 reducing their positions, and 6 closing their positions.
8% more capital invested
Capital invested by funds: $66M → $71.5M (+$5.47M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
1.3% less ownership
Funds ownership: 47.2% → 45.91% (-1.3%)
2% less funds holding
Funds holding: 49 → 48 (-1)
30% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 20
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $30K
Top Buyers
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$1.22M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$598K |
| 3 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
+$472K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$408K |
| 5 |
AW
ACG Wealth
Atlanta,
Georgia
|
+$388K |
Top Sellers
FDM Hedge Fund Activity: Q4 2019 in Review
48 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Select MicroCap Index Fund (FDM) for Q4 2019, worth a combined $71.5M — up 8.3% from $66M a quarter earlier.
Fund positioning in FDM was balanced in Q4 2019: 6 funds opened new positions, 6 closed out, 14 added to existing stakes and 20 trimmed.
The largest buyer was Truist Financial, opening a new position worth an estimated $1.22M. The largest seller was Royal Bank of Canada, cutting an estimated $1.76M.
- 48 institutional investors held First Trust Dow Jones Select MicroCap Index Fund (FDM) as of Q4 2019, down from 49 in Q3 2019.
- Funds reported $71.5M of First Trust Dow Jones Select MicroCap Index Fund stock for Q4 2019, up 8.3% quarter-over-quarter.
- 6 funds opened new First Trust Dow Jones Select MicroCap Index Fund positions in Q4 2019 and 6 closed out, a net change of 0 holders.
- The largest First Trust Dow Jones Select MicroCap Index Fund buyer in Q4 2019 was Truist Financial, an estimated $1.22M added.
- The largest First Trust Dow Jones Select MicroCap Index Fund seller in Q4 2019 was Royal Bank of Canada, an estimated $1.76M sold.
Based on aggregated 13F filings for Q4 2019.