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First Trust Dow Jones Select MicroCap Index Fund
FDM

Overview Fund Activity

62 hedge funds and large institutions have $108M invested in First Trust Dow Jones Select MicroCap Index Fund in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 5 closing their positions.

Holders
62
Holders Change
+2
Holders Change %
+3.33%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
7
Increased
21
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HAS
1
Horizon Advisory Services
New York
$19.8M
2
SAM
2
Smithbridge Asset Management
Pennsylvania
$3.25M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.12M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.36M
5
HIC
5
Hartline Investment Corp
Illinois
$631K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.91M
2
VF
2
Virtu Financial
New York
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.19M
4
EWM
4
Empirical Wealth Management
Washington
$2.36M
5
CP
5
Camelot Portfolios
Ohio
$1.2M
Name Market Value Shares Shares
Change 		Shares
Change %
HAS
1
Horizon Advisory Services
New York
$19.8M 315,015 +315,015 New
Baird Financial Group
2
Baird Financial Group
Wisconsin
$11M 174,527 +2,423 +1%
CPIG
3
Chicago Partners Investment Group
Illinois
$10.7M 176,828 +7,290 +4%
LPL Financial
4
LPL Financial
California
$7.32M 116,672 +2,444 +2%
Morgan Stanley
5
Morgan Stanley
New York
$6.91M 110,072 -115,222 -51%
MAM
6
Marquette Asset Management
Minnesota
$6.52M 103,807 +1,640 +2%
Wells Fargo
7
Wells Fargo
California
$6.51M 103,664 +1,309 +1%
AFG
8
Arkansas Financial Group
Arkansas
$5.92M 94,332 +5,079 +6%
SAM
9
Smithbridge Asset Management
Pennsylvania
$3.25M 51,838 +34,298 +196%
EWM
10
Empirical Wealth Management
Washington
$2.36M 37,613 -6,124 -14%
HWM
11
HB Wealth Management
Georgia
$2.2M 35,000 – –
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$2.12M 33,765 +24,180 +252%
NFW
13
Noble Family Wealth
Florida
$1.51M 23,999 -3,772 -14%
WMG
14
WESCAP Management Group
California
$1.41M 22,505 -485 -2%
Bank of America
15
Bank of America
North Carolina
$1.39M 22,096 +1,759 +9%
KCM
16
Kendall Capital Management
Maryland
$1.37M 21,759 +5,835 +37%
Citadel Advisors
17
Citadel Advisors
Florida
$1.36M 21,642 +14,037 +185%
UBS Group
18
UBS Group
Switzerland
$1.28M 20,333 +487 +2%
CP
19
Camelot Portfolios
Ohio
$1.2M 19,133 -5,381 -22%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.19M 18,884 -6,399 -25%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.1M 17,595 +781 +5%
AWS
22
Atria Wealth Solutions
New York
$1.03M 16,411 +341 +2%
Stifel Financial
23
Stifel Financial
Missouri
$803K 12,800 -2,096 -14%
Osaic Holdings
24
Osaic Holdings
Arizona
$685K 10,918 -1,259 -10%
WDC
25
Woodward Diversified Capital
California
$670K 3,266 -83 -2%
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