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

Ameritas Advisory Services’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 Q2	–	Sell	-5	Closed	-$268	–	1201
2023 Q1	$268	Buy	+5	New	+$287	﹤0.01%	2697

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

AFG

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

NFW

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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Ameritas Advisory Services's FDM Position: Q2 2023 in Review

Ameritas Advisory Services sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q2 2023, closing a stake of 5 shares — an estimated $268 sold.

Ameritas Advisory Services first reported a position in FDM in Q1 2023 and held it in 1 quarter. The position peaked at $268 in Q1 2023. 57 funds tracked by Wall St. Rank hold FDM as of Q2 2023.

Ameritas Advisory Services reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q2 2023 after selling out during the quarter.
Ameritas Advisory Services sold 5 First Trust Dow Jones Select MicroCap Index Fund shares in Q2 2023, an estimated $268.
Ameritas Advisory Services first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q1 2023 and held it in 1 quarter.
Ameritas Advisory Services's First Trust Dow Jones Select MicroCap Index Fund position peaked at $268 in Q1 2023.
57 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.