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First Trust Dow Jones Select MicroCap Index Fund
FDM

Overview Fund Activity

60 hedge funds and large institutions have $88.1M invested in First Trust Dow Jones Select MicroCap Index Fund in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 21 reducing their positions, and 7 closing their positions.

Holders
60
Holders Change
+3
Holders Change %
+5.26%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
16
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$13.8M
2
AFG
2
Arkansas Financial Group
Arkansas
$5.47M
3
KCM
3
Kendall Capital Management
Maryland
$977K
4
WDC
4
Woodward Diversified Capital
California
$625K
5
HWM
5
HB Wealth Management
Georgia
$2.15M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$588K
2
Citadel Advisors
2
Citadel Advisors
Florida
$466K
3
Charles Schwab
3
Charles Schwab
California
$0
4
APWA
4
Atlas Private Wealth Advisors
New Jersey
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$747K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$13.8M 225,294 +88,000 +64%
Baird Financial Group
2
Baird Financial Group
Wisconsin
$10.6M 172,104 +5,310 +3%
CPIG
3
Chicago Partners Investment Group
Illinois
$10M 169,538 +9,581 +6%
LPL Financial
4
LPL Financial
California
$7.01M 114,228 +4,224 +4%
Wells Fargo
5
Wells Fargo
California
$6.28M 102,355 -249 -0.2%
MAM
6
Marquette Asset Management
Minnesota
$6.27M 102,167 +4,857 +5%
AFG
7
Arkansas Financial Group
Arkansas
$5.47M 89,253 +39,507 +79%
EWM
8
Empirical Wealth Management
Washington
$2.68M 43,737 -1,630 -4%
HWM
9
HB Wealth Management
Georgia
$2.15M 35,000 +10,000 +40%
NFW
10
Noble Family Wealth
Florida
$1.7M 27,771 -455 -2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.55M 25,283 +2,882 +13%
CP
12
Camelot Portfolios
Ohio
$1.5M 24,514 +3,156 +15%
WMG
13
WESCAP Management Group
California
$1.41M 22,990 -1,073 -4%
Bank of America
14
Bank of America
North Carolina
$1.25M 20,337 -985 -5%
UBS Group
15
UBS Group
Switzerland
$1.22M 19,846 -2,709 -12%
SAM
16
Smithbridge Asset Management
Pennsylvania
$1.08M 17,540 -101 -0.6%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.03M 16,814 -946 -5%
AWS
18
Atria Wealth Solutions
New York
$986K 16,070 +1,321 +9%
KCM
19
Kendall Capital Management
Maryland
$977K 15,924 +15,924 New
Stifel Financial
20
Stifel Financial
Missouri
$914K 14,896 -242 -2%
Osaic Holdings
21
Osaic Holdings
Arizona
$747K 12,177 -5,333 -30%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$628K 10,230 -6 -0.1%
WDC
23
Woodward Diversified Capital
California
$625K 3,349 +3,349 New
VF
24
Virtu Financial
New York
$600K 9,778 +3,400 +53%
AFP
25
Ausdal Financial Partners
Iowa
$592K 9,648 -28 -0.3%
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