First Trust Dow Jones Select MicroCap Index Fund
FDM
58 hedge funds and large institutions have $63.5M invested in First Trust Dow Jones Select MicroCap Index Fund in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 11 closing their positions.
1.16% less ownership
Funds ownership: 46.25% → 45.09% (-1.2%)
8% less funds holding
Funds holding: 63 → 58 (-5)
17% less capital invested
Capital invested by funds: $76.1M → $63.5M (-$12.6M)
35% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 26
45% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 11
Top Buyers
Top Sellers
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.48M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$953K |
| 3 |
WP
WealthSource Partners
San Luis Obispo,
California
|
-$733K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$524K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$429K |
FDM Hedge Fund Activity: Q2 2022 in Review
58 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Select MicroCap Index Fund (FDM) for Q2 2022, worth a combined $63.5M — down 17% from $76.1M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of FDM and 6 opened new positions — a net loss of 5 holders — while 26 trimmed existing stakes and 17 added.
The largest buyer was Financial Advocates Investment Management, adding an estimated $1.55M. The largest seller was Royal Bank of Canada, cutting an estimated $2.48M.
- 58 institutional investors held First Trust Dow Jones Select MicroCap Index Fund (FDM) as of Q2 2022, down from 63 in Q1 2022.
- Funds reported $63.5M of First Trust Dow Jones Select MicroCap Index Fund stock for Q2 2022, down 17% quarter-over-quarter.
- 6 funds opened new First Trust Dow Jones Select MicroCap Index Fund positions in Q2 2022 and 11 closed out, a net change of -5 holders.
- The largest First Trust Dow Jones Select MicroCap Index Fund buyer in Q2 2022 was Financial Advocates Investment Management, an estimated $1.55M added.
- The largest First Trust Dow Jones Select MicroCap Index Fund seller in Q2 2022 was Royal Bank of Canada, an estimated $2.48M sold.
Based on aggregated 13F filings for Q2 2022.