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Archford Capital Strategies’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Archford Capital Strategies’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
2014
Q3 		– Sell
-29
Closed -$908 – 747
2014
Q2 		$929 Hold
29
– – ﹤0.01% 795
2014
Q1 		$939 Buy
+29
New +$920 ﹤0.01% 747

Other funds holding FDM

BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Archford Capital Strategies's FDM Position: Q3 2014 in Review

Archford Capital Strategies sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q3 2014, closing a stake of 29 shares — an estimated $908 sold.

Archford Capital Strategies first reported a position in FDM in Q1 2014 and held it in 2 quarters. The position peaked at $939 in Q1 2014. 24 funds tracked by Wall St. Rank hold FDM as of Q3 2014.

  • Archford Capital Strategies reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q3 2014 after selling out during the quarter.
  • Archford Capital Strategies sold 29 First Trust Dow Jones Select MicroCap Index Fund shares in Q3 2014, an estimated $908.
  • Archford Capital Strategies first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q1 2014 and held it in 2 quarters.
  • Archford Capital Strategies's First Trust Dow Jones Select MicroCap Index Fund position peaked at $939 in Q1 2014.
  • 24 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q3 2014.

Based on Archford Capital Strategies's 13F filing for Q3 2014, filed 16 Oct 2014.