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Bartlett & Co’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Bartlett & Co’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
2013
Q3 		– Sell
-233
Closed -$6K – 836
2013
Q2 		$6K Buy
+233
New +$5.97K ﹤0.01% 633

Other funds holding FDM

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Bartlett & Co's FDM Position: Q3 2013 in Review

Bartlett & Co sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q3 2013, closing a stake of 233 shares — an estimated $6K sold.

Bartlett & Co first reported a position in FDM in Q2 2013 and held it in 1 quarter. The position peaked at $6K in Q2 2013. 25 funds tracked by Wall St. Rank hold FDM as of Q3 2013.

  • Bartlett & Co reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q3 2013 after selling out during the quarter.
  • Bartlett & Co sold 233 First Trust Dow Jones Select MicroCap Index Fund shares in Q3 2013, an estimated $6K.
  • Bartlett & Co first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q2 2013 and held it in 1 quarter.
  • Bartlett & Co's First Trust Dow Jones Select MicroCap Index Fund position peaked at $6K in Q2 2013.
  • 25 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q3 2013.

Based on Bartlett & Co's 13F filing for Q3 2013, filed 4 Nov 2013.