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First Trust Dow Jones Select MicroCap Index Fund
FDM

Overview Fund Activity

59 hedge funds and large institutions have $69.2M invested in First Trust Dow Jones Select MicroCap Index Fund in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
59
Holders Change
+2
Holders Change %
+3.51%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
18
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$9.06M
2
HWM
2
HB Wealth Management
Georgia
$1.25M
3
Citadel Advisors
3
Citadel Advisors
Florida
$801K
4
FAIM
4
Financial Advocates Investment Management
Washington
$4.52M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$335K

Top Sellers

1
TRCT
1
Tower Research Capital (TRC)
New York
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$262K
3
Wells Fargo
3
Wells Fargo
California
$4.34M
4
LPL Financial
4
LPL Financial
California
$5.71M
5
Morgan Stanley
5
Morgan Stanley
New York
$6.37M
Name Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
1
Baird Financial Group
Wisconsin
$9.14M 182,726 +1,150 +0.6%
AWM
2
AE Wealth Management
Kansas
$9.06M 181,110 +181,110 New
CPIG
3
Chicago Partners Investment Group
Illinois
$7.15M 124,128 +3,390 +3%
Morgan Stanley
4
Morgan Stanley
New York
$6.37M 127,359 -6,882 -5%
LPL Financial
5
LPL Financial
California
$5.71M 114,234 -12,146 -10%
FAIM
6
Financial Advocates Investment Management
Washington
$4.52M 90,477 +10,923 +14%
Wells Fargo
7
Wells Fargo
California
$4.34M 86,787 -12,861 -13%
EWM
8
Empirical Wealth Management
Washington
$2.52M 50,421 -1,276 -2%
WMG
9
WESCAP Management Group
California
$2.03M 40,556 -2,899 -7%
CP
10
Camelot Portfolios
Ohio
$1.37M 27,299 -2,822 -9%
HWM
11
HB Wealth Management
Georgia
$1.25M 25,000 +25,000 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.02M 20,415 -3,153 -13%
UBS Group
13
UBS Group
Switzerland
$949K 18,984 -3,060 -14%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$895K 17,904 -1,522 -8%
Citadel Advisors
15
Citadel Advisors
Florida
$801K 16,028 +16,028 New
Osaic Holdings
16
Osaic Holdings
Arizona
$695K 13,906 +160 +1%
Stifel Financial
17
Stifel Financial
Missouri
$638K 12,750 +334 +3%
Bank of America
18
Bank of America
North Carolina
$634K 12,685 +6,008 +90%
AWS
19
Atria Wealth Solutions
New York
$617K 12,348 -10 -0.1%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$616K 12,324 -2,643 -18%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$530K 10,590 -3,473 -25%
AFP
22
Ausdal Financial Partners
Iowa
$523K 10,465 +41 +0.4%
Truist Financial
23
Truist Financial
North Carolina
$486K 9,721 -406 -4%
BCA
24
Bay Colony Advisors
Massachusetts
$463K 9,258 -450 -5%
TAIM
25
TD Ameritrade Investment Management
Nebraska
$446K 8,927 -314 -3%
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