Aire Advisors’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Aire Advisors’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
2023 Q1	–	Sell	-9,516	Closed	-$528K	–	139
2022 Q4	$528K	Buy	9,516 +4,487	+89%	+$251K	0.16%	76
2022 Q3	$251K	Sell	5,029 -430	-8%	-$23.9K	0.09%	120
2022 Q2	$286K	Buy	5,459 +1,009	+23%	+$56.5K	0.1%	109
2022 Q1	$268K	Buy	+4,450	New	+$271K	0.1%	115

Other funds holding FDM

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

CPIG

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

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

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

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

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

EWM

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

WMG

WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

NFW

Noble Family Wealth Clearwater, Florida $484M AUM 18.07% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $717M AUM 10.97% 1-Year Est. Return

Aire Advisors's FDM Position: Q1 2023 in Review

Aire Advisors sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q1 2023, closing a stake of 9,516 shares — an estimated $528K sold.

Aire Advisors first reported a position in FDM in Q1 2022 and held it in 4 quarters. The position peaked at $528K in Q4 2022. 60 funds tracked by Wall St. Rank hold FDM as of Q1 2023.

Aire Advisors reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q1 2023 after selling out during the quarter.
Aire Advisors sold 9,516 First Trust Dow Jones Select MicroCap Index Fund shares in Q1 2023, an estimated $528K.
Aire Advisors first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q1 2022 and held it in 4 quarters.
Aire Advisors's First Trust Dow Jones Select MicroCap Index Fund position peaked at $528K in Q4 2022.
60 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q1 2023.

Based on Aire Advisors's 13F filing for Q1 2023, filed 15 May 2023.