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Atwood & Palmer’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Atwood & Palmer’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
2016
Q1 		– Sell
-60
Closed -$2K – 338
2015
Q4 		$2K Buy
+60
New +$2.02K ﹤0.01% 378

Other funds holding FDM

BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Atwood & Palmer's FDM Position: Q1 2016 in Review

Atwood & Palmer sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q1 2016, closing a stake of 60 shares — an estimated $2K sold.

Atwood & Palmer first reported a position in FDM in Q4 2015 and held it in 1 quarter. The position peaked at $2K in Q4 2015. 30 funds tracked by Wall St. Rank hold FDM as of Q1 2016.

  • Atwood & Palmer reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q1 2016 after selling out during the quarter.
  • Atwood & Palmer sold 60 First Trust Dow Jones Select MicroCap Index Fund shares in Q1 2016, an estimated $2K.
  • Atwood & Palmer first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q4 2015 and held it in 1 quarter.
  • Atwood & Palmer's First Trust Dow Jones Select MicroCap Index Fund position peaked at $2K in Q4 2015.
  • 30 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q1 2016.

Based on Atwood & Palmer's 13F filing for Q1 2016, filed 28 Apr 2016.