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First Trust Dow Jones Select MicroCap Index Fund
FDM

Overview Fund Activity

44 hedge funds and large institutions have $41.6M invested in First Trust Dow Jones Select MicroCap Index Fund in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 8 closing their positions.

Holders
44
Holders Change
+3
Holders Change %
+7.32%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
16
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCP
1
Cardan Capital Partners
Colorado
$7.48M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.92M
3
UBS Group
3
UBS Group
Switzerland
$1.79M
4
LFG
4
Larson Financial Group
Missouri
$2.11M
5
Morgan Stanley
5
Morgan Stanley
New York
$5.18M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$665K
2
EWM
2
Empirical Wealth Management
Washington
$2.45M
3
Jane Street
3
Jane Street
New York
$0
4
CA
4
Cetera Advisors
Colorado
$376K
5
AW
5
ACG Wealth
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CCP
1
Cardan Capital Partners
Colorado
$7.48M 191,088 +96,996 +103%
Morgan Stanley
2
Morgan Stanley
New York
$5.18M 132,485 +10,973 +9%
CPIG
3
Chicago Partners Investment Group
Illinois
$3.64M 93,456 +7,578 +9%
Wells Fargo
4
Wells Fargo
California
$2.72M 69,527 +2,453 +4%
EWM
5
Empirical Wealth Management
Washington
$2.45M 62,716 -12,509 -17%
RJA
6
Raymond James & Associates
Florida
$2.18M 55,648 -1,940 -3%
LFG
7
Larson Financial Group
Missouri
$2.11M 53,835 +12,578 +30%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$1.92M 49,025 +19,120 +64%
UBS Group
9
UBS Group
Switzerland
$1.79M 45,780 +15,851 +53%
LPL Financial
10
LPL Financial
California
$1.71M 43,587 +8,504 +24%
CP
11
Camelot Portfolios
Ohio
$1.38M 35,253 +956 +3%
Bank of America
12
Bank of America
North Carolina
$1.24M 31,686 +4,534 +17%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$736K 18,813 +1,384 +8%
Truist Financial
14
Truist Financial
North Carolina
$667K 17,042 -3,943 -19%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$666K 17,021 +6,641 +64%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$665K 17,006 -15,947 -48%
FWM
17
Frontier Wealth Management
Missouri
$632K 16,154 -4,049 -20%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$571K 14,599 -4,635 -24%
TAIM
19
TD Ameritrade Investment Management
Nebraska
$482K 12,326 +3,438 +39%
WMG
20
WESCAP Management Group
California
$462K 11,809 -3,945 -25%
CA
21
Cetera Advisors
Colorado
$376K 9,618 -7,055 -42%
FA
22
FMA Advisory
Pennsylvania
$347K 8,868 -154 -2%
Osaic Holdings
23
Osaic Holdings
Arizona
$329K 8,423 -1,317 -14%
BCA
24
Bay Colony Advisors
Massachusetts
$320K 8,180 -111 -1%
PSF
25
Pacific Sun Financial
California
$293K 7,483 +380 +5%
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