First Trust Dow Jones Select MicroCap Index FundFDM
FDM
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
3% more funds holding
Funds holding: 63 [Q3] → 65 (+2) [Q4]
7.76% less ownership
Funds ownership: 63.74% [Q3] → 55.98% (-7.76%) [Q4]
12% less capital invested
Capital invested by funds: $113M [Q3] → $99.6M (-$13.4M) [Q4]
21% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 24
100% less funds holding in top 10
Funds holding in top 10: 1 [Q3] → 0 (-1) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for FDM.
Financial journalist opinion
Neutral
Seeking Alpha
1 month ago
Why Is The IPO Market Struggling? Here's What Active Managers Have To Say
Strong returns in U.S. stocks, particularly over the past two plus years, have led investors to question the relative lack of companies going public via the IPO process — as well as the potential implications for the IPO market in the long term. According to active equity managers, a combination of increased public market regulation, a reduced pipeline of potential offerings following the prior boom, the rising role of large private asset managers in capital raising, and near-term uncertainty surrounding government policy are all contributing factors. At Russell Investments, we think investors benefit from taking a long-term view.
Positive
Zacks Investment Research
4 months ago
5 Small-Cap ETFs That Outperformed Russell 2000 in the Last 3 Months
Small-cap ETFs have been outperforming on optimism over Donald Trump's policies, which will likely result in faster economic growth.
Positive
Seeking Alpha
8 months ago
FDM: Quality Screens A Success For This Long-Running Micro-Cap ETF
FDM tracks the Dow Jones Select Microcap Index, selecting about 150 micro-cap stocks after applying profitability and value screens. Expenses are 0.60% and the ETF has $181 million in assets. These screens have proved valuable over the long run. Since 2005, it has outperformed the more popular and better diversified IWC with less risk. I expect this trend to continue. My analysis reveals FDM is superior on risk management, value, and quality, with a slight weakness on growth. Ultimately, it looks better prepared for multiple market conditions.
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