Advisory Alpha’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Advisory Alpha’s Portfolio FDM Stock Details FDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-115	Closed	-$3.71K	–	255
2020 Q1	$3.71K	Hold	115	–	–	﹤0.01%	531
2019 Q4	$5.72K	Hold	115	–	–	﹤0.01%	555
2019 Q3	$5.07K	Buy	+115	New	+$5.18K	﹤0.01%	535
2019 Q2	–	Sell	-115	Closed	-$5.23K	–	287
2019 Q1	$5.23K	Buy	+115	New	+$5.19K	﹤0.01%	467

Other funds holding FDM

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisory Alpha's FDM Position: Q2 2020 in Review

Advisory Alpha sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q2 2020, closing a stake of 115 shares — an estimated $3.71K sold.

Advisory Alpha first reported a position in FDM in Q1 2019 and held it in 4 quarters. The position peaked at $5.72K in Q4 2019. 45 funds tracked by Wall St. Rank hold FDM as of Q2 2020.

Advisory Alpha reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q2 2020 after selling out during the quarter.
Advisory Alpha sold 115 First Trust Dow Jones Select MicroCap Index Fund shares in Q2 2020, an estimated $3.71K.
Advisory Alpha first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q1 2019 and held it in 4 quarters.
Advisory Alpha's First Trust Dow Jones Select MicroCap Index Fund position peaked at $5.72K in Q4 2019.
45 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2020.

Based on Advisory Alpha's 13F filing for Q2 2020, filed 14 Aug 2020.