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First Trust Dow Jones Select MicroCap Index Fund
FDM

Overview Fund Activity

57 hedge funds and large institutions have $70.5M invested in First Trust Dow Jones Select MicroCap Index Fund in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
57
Holders Change
+1
Holders Change %
+1.79%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
14
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AFG
1
Arkansas Financial Group
Arkansas
$2.73M
2
Citadel Advisors
2
Citadel Advisors
Florida
$997K
3
MAM
3
Marquette Asset Management
Minnesota
$5.33M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.23M
5
SAM
5
Smithbridge Asset Management
Pennsylvania
$966K

Top Sellers

1
TAIM
1
TD Ameritrade Investment Management
Nebraska
$0
2
AAS
2
Avantax Advisory Services
Texas
$0
3
Stifel Financial
3
Stifel Financial
Missouri
$829K
4
AT
4
American Trust
Kentucky
$0
5
KAS
5
Kestra Advisory Services
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
1
Baird Financial Group
Wisconsin
$9.14M 166,794 -359 -0.2%
CPIG
2
Chicago Partners Investment Group
Illinois
$8.34M 159,957 +5,952 +4%
Morgan Stanley
3
Morgan Stanley
New York
$7.52M 137,294 -1,658 -1%
LPL Financial
4
LPL Financial
California
$6.03M 110,004 -1,801 -2%
Wells Fargo
5
Wells Fargo
California
$5.62M 102,604 -4,121 -4%
MAM
6
Marquette Asset Management
Minnesota
$5.33M 97,310 +11,645 +14%
AFG
7
Arkansas Financial Group
Arkansas
$2.73M 49,746 +14,711 +42%
EWM
8
Empirical Wealth Management
Washington
$2.49M 45,367 -1,179 -3%
NFW
9
Noble Family Wealth
Florida
$1.55M 28,226 -2,003 -7%
HWM
10
HB Wealth Management
Georgia
$1.37M 25,000 – –
WMG
11
WESCAP Management Group
California
$1.32M 24,063 -92 -0.4%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.3M 23,661 +9,397 +66%
UBS Group
13
UBS Group
Switzerland
$1.24M 22,555 +8,385 +59%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.23M 22,401 +10,223 +84%
CP
15
Camelot Portfolios
Ohio
$1.17M 21,358 -2,973 -12%
Bank of America
16
Bank of America
North Carolina
$1.17M 21,322 +3,742 +21%
Citadel Advisors
17
Citadel Advisors
Florida
$997K 18,191 +14,553 +400%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$973K 17,760 -114 -0.6%
SAM
19
Smithbridge Asset Management
Pennsylvania
$966K 17,641 +9,994 +131%
Osaic Holdings
20
Osaic Holdings
Arizona
$959K 17,510 +2,059 +13%
Stifel Financial
21
Stifel Financial
Missouri
$829K 15,138 -5,624 -27%
AWS
22
Atria Wealth Solutions
New York
$808K 14,749 +812 +6%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$623K 11,365 -1,588 -12%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$561K 10,236 -98 -0.9%
AFP
25
Ausdal Financial Partners
Iowa
$530K 9,676 -122 -1%
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