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Belpointe Asset Management’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Belpointe Asset Management’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
-225
Closed -$12.1K – 1482
2023
Q1 		$12.1K Hold
225
– – ﹤0.01% 2605
2022
Q4 		$12.5K Buy
+225
New +$12.6K ﹤0.01% 2493

Other funds holding FDM

Baird Financial Group
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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

Belpointe Asset Management's FDM Position: Q2 2023 in Review

Belpointe Asset Management sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q2 2023, closing a stake of 225 shares — an estimated $12.1K sold.

Belpointe Asset Management first reported a position in FDM in Q4 2022 and held it in 2 quarters. The position peaked at $12.5K in Q4 2022. 57 funds tracked by Wall St. Rank hold FDM as of Q2 2023.

  • Belpointe Asset Management reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 225 First Trust Dow Jones Select MicroCap Index Fund shares in Q2 2023, an estimated $12.1K.
  • Belpointe Asset Management first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's First Trust Dow Jones Select MicroCap Index Fund position peaked at $12.5K in Q4 2022.
  • 57 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.