First Trust Dow Jones Sel MicroCap ETF (FDM)
58.43
-0.52
(-0.88%)
USD |
NYSEARCA |
Apr 17, 16:00
58.92
+0.49
(+0.84%)
After-Hours: 20:00
Price Chart
Key Stats
Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
---|---|---|---|
0.60% | 0.08% | 166.68M | 4151.83 |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
1.69% | 72.00% | 2.761M | Upgrade |
Basic Info
Investment Strategy | |
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the Dow Jones Select MicroCap Index SM. The fund will normally invest at least 90% of its net assets (including investment borrowings) in the securities that comprise the index. The index is designed to measure the performance of micro-cap stocks issued by U.S. companies that are comparatively liquid and have strong fundamentals relative to the micro-cap segment as a whole. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Small Cap/Value |
Fixed Income Style | -- |
Broad Asset Class | US Equity |
Broad Category | Equity |
Category Name | Small Value |
Category Index | Russell 2000 Value TR USD |
Global Category Name | US Equity Small Cap |
YCharts Categorization | US Small & Mid Cap |
YCharts Benchmark | Russell 2000 Total Return (^RUTTR) |
Prospectus Objective | Growth |
Fund Owner Firm Name | First Trust Advisors L.P. |
Prospectus Benchmark Index | |
DJ Select Micro Cap TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Daniel Lindquist | 18.52 yrs |
David McGarel | 18.52 yrs |
Jon Erickson | 18.52 yrs |
Roger Testin | 18.52 yrs |
Stan Ueland | 17.41 yrs |
Chris Peterson | 8.04 yrs |
Erik Russo | 3.25 yrs |
Performance Versus Category
As of April 17, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 17, 2024.
Basic Info
Investment Strategy | |
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the Dow Jones Select MicroCap Index SM. The fund will normally invest at least 90% of its net assets (including investment borrowings) in the securities that comprise the index. The index is designed to measure the performance of micro-cap stocks issued by U.S. companies that are comparatively liquid and have strong fundamentals relative to the micro-cap segment as a whole. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Small Cap/Value |
Fixed Income Style | -- |
Broad Asset Class | US Equity |
Broad Category | Equity |
Category Name | Small Value |
Category Index | Russell 2000 Value TR USD |
Global Category Name | US Equity Small Cap |
YCharts Categorization | US Small & Mid Cap |
YCharts Benchmark | Russell 2000 Total Return (^RUTTR) |
Prospectus Objective | Growth |
Fund Owner Firm Name | First Trust Advisors L.P. |
Prospectus Benchmark Index | |
DJ Select Micro Cap TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Daniel Lindquist | 18.52 yrs |
David McGarel | 18.52 yrs |
Jon Erickson | 18.52 yrs |
Roger Testin | 18.52 yrs |
Stan Ueland | 17.41 yrs |
Chris Peterson | 8.04 yrs |
Erik Russo | 3.25 yrs |