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First Trust Dow Jones Select MicroCap Index Fund
FDM

Overview Fund Activity

65 hedge funds and large institutions have $99.6M invested in First Trust Dow Jones Select MicroCap Index Fund in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 24 reducing their positions, and 4 closing their positions.

Holders
65
Holders Change
+2
Holders Change %
+3.17%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
20
Reduced
24
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$11.4M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.8M
3
Raymond James Financial
3
Raymond James Financial
Florida
$2.63M
4
P
4
&Partners
Tennessee
$2.63M
5
VF
5
Virtu Financial
New York
$2.54M

Top Sellers

1
HAS
1
Horizon Advisory Services
New York
$281K
2
MAM
2
Marquette Asset Management
Minnesota
$1.3K
3
Wells Fargo
3
Wells Fargo
California
$4.78M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$9.11M
5
GAM
5
Gemmer Asset Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CPIG
1
Chicago Partners Investment Group
Illinois
$12.6M 187,715 +2,015 +1%
LPL Financial
2
LPL Financial
California
$11.4M 167,123 +43,702 +35%
AFG
3
Arkansas Financial Group
Arkansas
$10.3M 150,610 +3,842 +3%
Baird Financial Group
4
Baird Financial Group
Wisconsin
$9.11M 133,671 -39,031 -23%
Morgan Stanley
5
Morgan Stanley
New York
$7.87M 115,508 +5,518 +5%
Wells Fargo
6
Wells Fargo
California
$4.78M 70,139 -41,758 -37%
HWM
7
HB Wealth Management
Georgia
$3.07M 45,000 – –
Citadel Advisors
8
Citadel Advisors
Florida
$2.8M 41,024 +41,024 New
Raymond James Financial
9
Raymond James Financial
Florida
$2.63M 38,621 +38,621 New
P
10
&Partners
Tennessee
$2.63M 38,228 +38,228 New
VF
11
Virtu Financial
New York
$2.54M 37,318 +37,318 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$2.45M 35,952 +7,889 +28%
EWM
13
Empirical Wealth Management
Washington
$2.16M 31,638 -406 -1%
Bank of America
14
Bank of America
North Carolina
$1.67M 24,544 -240 -1%
WMG
15
WESCAP Management Group
California
$1.57M 23,085 +2,414 +12%
KCM
16
Kendall Capital Management
Maryland
$1.51M 22,167 +260 +1%
UBS Group
17
UBS Group
Switzerland
$1.42M 20,772 -96 -0.5%
Stifel Financial
18
Stifel Financial
Missouri
$1.38M 20,184 +10,137 +101%
NFW
19
Noble Family Wealth
Florida
$1.32M 19,405 -581 -3%
AWS
20
Atria Wealth Solutions
New York
$1.24M 18,233 +1,309 +8%
EF
21
Envision Financial
Wisconsin
$1.16M 17,091 +17,091 New
CP
22
Camelot Portfolios
Ohio
$1.14M 16,681 -852 -5%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.08M 15,826 -93 -0.6%
AF
24
Allworth Financial
California
$1.02M 14,502 -930 -6%
Two Sigma Investments
25
Two Sigma Investments
New York
$988K 14,500 +11,000 +314%
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