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First Trust Dow Jones Select MicroCap Index Fund
FDM

Overview Fund Activity

41 hedge funds and large institutions have $29.5M invested in First Trust Dow Jones Select MicroCap Index Fund in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 9 closing their positions.

Holders
41
Holders Change
-7
Holders Change %
-14.58%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
20
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$1.8M
2
EWM
2
Empirical Wealth Management
Washington
$2.36M
3
Wells Fargo
3
Wells Fargo
California
$2.1M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.03M
5
LFG
5
Larson Financial Group
Missouri
$1.29M

Top Sellers

1
CCP
1
Cardan Capital Partners
Colorado
$2.95M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.81M
3
LPL Financial
3
LPL Financial
California
$1.1M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
UBS Group
5
UBS Group
Switzerland
$937K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$3.81M 121,512 -198,592 -62%
CCP
2
Cardan Capital Partners
Colorado
$2.95M 94,092 -413,857 -81%
CPIG
3
Chicago Partners Investment Group
Illinois
$2.8M 85,878 +4,088 +5%
EWM
4
Empirical Wealth Management
Washington
$2.36M 75,225 +47,709 +173%
Wells Fargo
5
Wells Fargo
California
$2.1M 67,074 +37,839 +129%
RJA
6
Raymond James & Associates
Florida
$1.8M 57,588 +48,518 +535%
LFG
7
Larson Financial Group
Missouri
$1.29M 41,257 +19,144 +87%
LPL Financial
8
LPL Financial
California
$1.1M 35,083 -27,933 -44%
CP
9
Camelot Portfolios
Ohio
$1.07M 34,297 +13,695 +66%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.03M 32,953 +23,372 +244%
UBS Group
11
UBS Group
Switzerland
$937K 29,929 -23,408 -44%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$937K 29,905 +17,335 +138%
Bank of America
13
Bank of America
North Carolina
$851K 27,152 -4,624 -15%
Truist Financial
14
Truist Financial
North Carolina
$657K 20,985 -4,653 -18%
FWM
15
Frontier Wealth Management
Missouri
$633K 20,203 -3,713 -16%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$602K 19,234 +10,445 +119%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$545K 17,429 +9,501 +120%
CA
18
Cetera Advisors
Colorado
$522K 16,673 +5,564 +50%
WMG
19
WESCAP Management Group
California
$493K 15,754 +2,796 +22%
Jane Street
20
Jane Street
New York
$444K 14,184 +7,947 +127%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$325K 10,380 +687 +7%
LNC
22
Lincoln National Corp
Pennsylvania
$317K 10,121 -482 -5%
Osaic Holdings
23
Osaic Holdings
Arizona
$305K 9,740 +9,740 New
FA
24
FMA Advisory
Pennsylvania
$283K 9,022 +69 +0.8%
TAIM
25
TD Ameritrade Investment Management
Nebraska
$279K 8,888 +65 +0.7%
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