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

Advisory Services Network’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
2021 Q3	–	Sell	-80	Closed	-$5K	–	2018
2021 Q2	$5K	Buy	+80	New	+$4.86K	﹤0.01%	3060
2021 Q1	–	Sell	-80	Closed	-$4K	–	1840
2020 Q4	$4K	Sell	80 -187	-70%	-$8.12K	﹤0.01%	2786
2020 Q3	$10K	Buy	+267	New	+$10.4K	﹤0.01%	2424
2020 Q2	–	Sell	-267	Closed	-$8K	–	1587
2020 Q1	$8K	Sell	267 -1,650	-86%	-$71.9K	﹤0.01%	2272
2019 Q4	$98K	Buy	1,917 +1,650	+618%	+$78.4K	0.01%	1177
2019 Q3	$12K	Hold	267	–	–	﹤0.01%	2076
2019 Q2	$12K	Hold	267	–	–	﹤0.01%	2074
2019 Q1	$12K	Hold	267	–	–	﹤0.01%	1790
2018 Q4	$11K	Hold	267	–	–	﹤0.01%	1720
2018 Q3	$14K	Hold	267	–	–	﹤0.01%	1693
2018 Q2	$14K	Hold	267	–	–	﹤0.01%	1672
2018 Q1	$13K	Hold	267	–	–	﹤0.01%	1796
2017 Q4	$13K	Buy	+267	New	+$12.6K	﹤0.01%	1742

Other funds holding FDM

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

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

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

CPIG

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

CCP

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EWM

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

Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Advisory Services Network's FDM Position: Q3 2021 in Review

Advisory Services Network sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q3 2021, closing a stake of 80 shares — an estimated $5K sold.

Advisory Services Network first reported a position in FDM in Q4 2017 and held it in 13 quarters. The position peaked at $98K in Q4 2019. 52 funds tracked by Wall St. Rank hold FDM as of Q3 2021.

Advisory Services Network reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q3 2021 after selling out during the quarter.
Advisory Services Network sold 80 First Trust Dow Jones Select MicroCap Index Fund shares in Q3 2021, an estimated $5K.
Advisory Services Network first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q4 2017 and held it in 13 quarters.
Advisory Services Network's First Trust Dow Jones Select MicroCap Index Fund position peaked at $98K in Q4 2019.
52 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q3 2021.

Based on Advisory Services Network's 13F filing for Q3 2021, filed 5 Nov 2021.