FDM icon

First Trust Dow Jones Select MicroCap Index Fund
FDM

Overview Fund Activity

61 hedge funds and large institutions have $70.1M invested in First Trust Dow Jones Select MicroCap Index Fund in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
61
Holders Change
+2
Holders Change %
+3.39%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
19
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAM
1
Marquette Asset Management
Minnesota
$4.87M
2
Wells Fargo
2
Wells Fargo
California
$6.37M
3
Bank of America
3
Bank of America
North Carolina
$1.96M
4
AFG
4
Arkansas Financial Group
Arkansas
$970K
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$999K

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$0
2
FAIM
2
Financial Advocates Investment Management
Washington
$487K
3
LPL Financial
3
LPL Financial
California
$5.35M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$290K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$918K
Name Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
1
Baird Financial Group
Wisconsin
$10M 180,299 -2,427 -1%
CPIG
2
Chicago Partners Investment Group
Illinois
$8.13M 133,783 +9,655 +8%
Morgan Stanley
3
Morgan Stanley
New York
$7.14M 128,606 +1,247 +1%
Wells Fargo
4
Wells Fargo
California
$6.37M 114,853 +28,066 +32%
LPL Financial
5
LPL Financial
California
$5.35M 96,383 -17,851 -16%
MAM
6
Marquette Asset Management
Minnesota
$4.87M 87,734 +82,209 +1,488%
EWM
7
Empirical Wealth Management
Washington
$2.7M 48,696 -1,725 -3%
WMG
8
WESCAP Management Group
California
$2.24M 40,320 -236 -0.6%
Bank of America
9
Bank of America
North Carolina
$1.96M 35,319 +22,634 +178%
CP
10
Camelot Portfolios
Ohio
$1.4M 25,143 -2,156 -8%
HWM
11
HB Wealth Management
Georgia
$1.39M 25,000 – –
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.07M 19,266 +6,942 +56%
UBS Group
13
UBS Group
Switzerland
$1.02M 18,440 -544 -3%
Kayne Anderson Rudnick Investment Management
14
Kayne Anderson Rudnick Investment Management
California
$999K 18,009 +13,887 +337%
AFG
15
Arkansas Financial Group
Arkansas
$970K 17,477 +17,477 New
Stifel Financial
16
Stifel Financial
Missouri
$920K 16,578 +3,828 +30%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$918K 16,533 -3,882 -19%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$879K 15,843 -2,061 -12%
Osaic Holdings
19
Osaic Holdings
Arizona
$820K 14,793 +887 +6%
Citadel Advisors
20
Citadel Advisors
Florida
$717K 12,922 -3,106 -19%
AWS
21
Atria Wealth Solutions
New York
$701K 12,629 +281 +2%
AFP
22
Ausdal Financial Partners
Iowa
$549K 9,895 -570 -5%
AA
23
Aire Advisors
California
$528K 9,516 +4,487 +89%
BCA
24
Bay Colony Advisors
Massachusetts
$501K 9,030 -228 -2%
TAIM
25
TD Ameritrade Investment Management
Nebraska
$490K 8,834 -93 -1%
1
2 3