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First Trust Dow Jones Select MicroCap Index Fund
FDM

Overview Fund Activity

63 hedge funds and large institutions have $113M invested in First Trust Dow Jones Select MicroCap Index Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 2 closing their positions.

Holders
63
Holders Change
+2
Holders Change %
+3.28%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
24
Reduced
21
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.8M
2
AFG
2
Arkansas Financial Group
Arkansas
$9.41M
3
BBHC
3
Brown Brothers Harriman & Co
New York
$301K
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$341K
5
CPIG
5
Chicago Partners Investment Group
Illinois
$11.9M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$370K
2
GLLW
2
Graves Light Lenhart Wealth
Virginia
$0
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$0
4
CP
4
Camelot Portfolios
Ohio
$1.12M
5
NFW
5
Noble Family Wealth
Florida
$1.28M
Name Market Value Shares Shares
Change 		Shares
Change %
HAS
1
Horizon Advisory Services
New York
$20.2M 315,400 +228 +0.1%
CPIG
2
Chicago Partners Investment Group
Illinois
$11.9M 185,700 +4,074 +2%
Baird Financial Group
3
Baird Financial Group
Wisconsin
$11.1M 172,702 -1,427 -0.8%
AFG
4
Arkansas Financial Group
Arkansas
$9.41M 146,768 +20,681 +16%
LPL Financial
5
LPL Financial
California
$7.91M 123,421 -1,885 -2%
Wells Fargo
6
Wells Fargo
California
$7.17M 111,897 +750 +0.7%
Morgan Stanley
7
Morgan Stanley
New York
$7.05M 109,990 +2,476 +2%
MAM
8
Marquette Asset Management
Minnesota
$6.94M 108,200 +415 +0.4%
SAM
9
Smithbridge Asset Management
Pennsylvania
$3.11M 48,552 -1,590 -3%
HWM
10
HB Wealth Management
Georgia
$2.88M 45,000 – –
EWM
11
Empirical Wealth Management
Washington
$2.05M 32,044 -564 -2%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.8M 28,063 +28,063 New
Bank of America
13
Bank of America
North Carolina
$1.59M 24,784 +1,018 +4%
KCM
14
Kendall Capital Management
Maryland
$1.4M 21,907 +148 +0.7%
UBS Group
15
UBS Group
Switzerland
$1.34M 20,868 +508 +2%
WMG
16
WESCAP Management Group
California
$1.33M 20,671 -911 -4%
NFW
17
Noble Family Wealth
Florida
$1.28M 19,986 -2,102 -10%
CP
18
Camelot Portfolios
Ohio
$1.12M 17,533 -3,757 -18%
AWS
19
Atria Wealth Solutions
New York
$1.08M 16,924 +141 +0.8%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.02M 15,919 -49 -0.3%
AF
21
Allworth Financial
California
$989K 15,432 -1,270 -8%
Mariner
22
Mariner
Kansas
$729K 11,373 +20 +0.2%
Stifel Financial
23
Stifel Financial
Missouri
$644K 10,047 +759 +8%
BCA
24
Bay Colony Advisors
Massachusetts
$643K 10,036 +2 +0%
AFP
25
Ausdal Financial Partners
Iowa
$604K 9,426 -74 -0.8%
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