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First Trust Dow Jones Select Microcap Index Fund

  • FDM

120 East Liberty Drive,Suite 400
Wheaton , IL, 60187

Rank

Rank Universe
10 0

Summary

The fund seeks to replicate the total return performance of the benchmark index, before fees and expenses, by investing in micro-size companies in the United States.

The fund employs an indexing investment approach that is designed to replicate the performance of the Index.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental ana More

Webiste

Link

Directors

Mar 13, 2024
  • Robert F. Keith
  • Niel B. Nielson
  • Richard E. Erickson
  • Denise M. Keefe
  • Thomas R. Kadlec
  • James A. Bowen

Chief Compliance Officer

  • Kristi A. Maher

Price

  • $ 62.53 ( +0.8 )
  • May 31, 2024
    Last Close
  • Net Assets
  • $172.4M
    Feb 23, 2024
  • 52-Week High/Low
  • $0 - $0

  • Expense Ratio
  • -

Performance

YTD

0%

3 Year

2.02%

5 Year

47.4%

Best

44.12%

2013

Worst

-31.92%

2008

Sector Allocation +

 Aug 21, 2024
More

Top 10 Holdings +

 Aug 21, 2024
More

Company Name

Holding
VSE Corp 2.26 %
Powell Industries Inc 2.17 %
Crescent Energy Co 2.01 %
CRA International Inc 1.95 %
ACM Research Inc 1.81 %
ScanSource Inc 1.79 %
Genco Shipping & Trading Ltd 1.49 %
Barrett Business Services Inc 1.41 %
CECO Environmental Corp 1.39 %
Cullinan Therapeutics Inc 1.38 %
More 1.38 %

Documents

Prospectus

link

Annual Reports

link

Fact Sheet

Q1 2023 Q4 2022 Q3 2022 Q2 2022
Q1 2022 Q4 2021 Q3 2021 Q2 2021

NAV

Returns +
A

2026202520242023202220212020201920182017
FDM 0% 0% 0% 10.5% -12.2% 33.4% -7.3% 26.4% -13.5% 8.7%
S&P 500 8.2% 16.4% 23.3% 24.2% -19.4% 27.3% 16.2% 28.9% -6.2% 19.4%

Returns +
Q

2026202520242023202220212020201920182017
q1 0% 0% 2.3% -3.3% -4.6% 25.5% -38.7% 10.5% -0.1% -3.1%
q2 0% 0% -0.5% 4.8% -13.1% 4% 24.9% -0.5% 10.2% 3.7%
q3 0% 0% 0% -2.6% -4.5% -4.7% -5.2% 1% -0.3% 5.3%
q4 0% 0% 0% 13.4% 11% 7.3% 27.6% 11.7% -19.3% 1.7%

Returns +
M

JanFebMarAprMayJunJulAugSepOctNovDec
2026 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0%
2025 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0%

Annual Return

Alpha - FDM and S&P

Data Sources Disclaimer