First Trust Dow Jones Select MicroCap Index Fund
FDM
66 hedge funds and large institutions have $93.6M invested in First Trust Dow Jones Select MicroCap Index Fund in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 3 closing their positions.
500% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 3
430% more capital inflows, than outflows
Capital inflows: $21.5M | Capital outflows: $4.06M
27% more funds holding
Funds holding: 52 → 66 (+14)
24% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 17
0.83% more ownership
Funds ownership: 48.82% → 49.66% (+0.83%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$6.41M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$2.71M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.26M |
| 4 |
Chicago Partners Investment Group
Chicago,
Illinois
|
+$1.68M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$653K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
-$779K |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$677K |
| 3 |
Global Retirement Partners
San Rafael,
California
|
-$595K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$339K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$271K |
FDM Hedge Fund Activity: Q4 2021 in Review
66 of the 6,521 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Select MicroCap Index Fund (FDM) for Q4 2021, worth a combined $93.6M — up 20% from $78.3M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new FDM positions and 3 closed out — a net gain of 15 holders — while 21 added to existing stakes and 17 trimmed.
The largest buyer was Kayne Anderson Rudnick Investment Management, opening a new position worth an estimated $6.41M. The largest seller was Marshall Financial Group (Maryland), cutting an estimated $779K.
- 66 institutional investors held First Trust Dow Jones Select MicroCap Index Fund (FDM) as of Q4 2021, up from 52 in Q3 2021.
- Funds reported $93.6M of First Trust Dow Jones Select MicroCap Index Fund stock for Q4 2021, up 20% quarter-over-quarter.
- 18 funds opened new First Trust Dow Jones Select MicroCap Index Fund positions in Q4 2021 and 3 closed out, a net change of +15 holders.
- The largest First Trust Dow Jones Select MicroCap Index Fund buyer in Q4 2021 was Kayne Anderson Rudnick Investment Management, an estimated $6.41M added.
- The largest First Trust Dow Jones Select MicroCap Index Fund seller in Q4 2021 was Marshall Financial Group (Maryland), an estimated $779K sold.
Based on aggregated 13F filings for Q4 2021.