Atlas Private Wealth Advisors’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Atlas Private Wealth 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 Q4	–	Sell	-6,730	Closed	-$369K	–	171
2023 Q3	$369K	Sell	6,730 -2,570	-28%	-$147K	0.07%	128
2023 Q2	$523K	Buy	9,300 +3,572	+62%	+$190K	0.11%	109
2023 Q1	$307K	Sell	5,728 -1,900	-25%	-$109K	0.14%	101
2022 Q4	$423K	Buy	7,628 +185	+2%	+$10.3K	0.23%	83
2022 Q3	$372K	Buy	7,443 +410	+6%	+$22.8K	0.22%	87
2022 Q2	$368K	Buy	7,033 +35	+0.5%	+$1.96K	0.22%	91
2022 Q1	$422K	Buy	6,998 +1,592	+29%	+$97.1K	0.19%	89
2021 Q4	$346K	Buy	5,406 +2,203	+69%	+$139K	0.16%	107
2021 Q3	$192K	Buy	3,203 +1,993	+165%	+$120K	0.1%	130
2021 Q2	$75K	Buy	1,210 +110	+10%	+$6.67K	0.04%	191
2021 Q1	$66K	Hold	1,100	–	–	0.04%	205
2020 Q4	$53K	Hold	1,100	–	–	0.04%	212
2020 Q3	$41K	Hold	1,100	–	–	0.03%	231
2020 Q2	$43K	Buy	+1,100	New	+$39.2K	0.04%	223

Other funds holding FDM

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

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

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

AFG

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

EWM

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

HWM

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

NFW

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

Atlas Private Wealth Advisors's FDM Position: Q4 2023 in Review

Atlas Private Wealth Advisors sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q4 2023, closing a stake of 6,730 shares — an estimated $369K sold.

Atlas Private Wealth Advisors first reported a position in FDM in Q2 2020 and held it in 14 quarters. The position peaked at $523K in Q2 2023. 61 funds tracked by Wall St. Rank hold FDM as of Q4 2023.

Atlas Private Wealth Advisors reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q4 2023 after selling out during the quarter.
Atlas Private Wealth Advisors sold 6,730 First Trust Dow Jones Select MicroCap Index Fund shares in Q4 2023, an estimated $369K.
Atlas Private Wealth Advisors first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q2 2020 and held it in 14 quarters.
Atlas Private Wealth Advisors's First Trust Dow Jones Select MicroCap Index Fund position peaked at $523K in Q2 2023.
61 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q4 2023.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.