Bessemer Group’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Bessemer Group’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
2020 Q2	–	Sell	-965	Closed	-$30K	–	1722
2020 Q1	$30K	Hold	965	–	–	﹤0.01%	1298
2019 Q4	$49K	Hold	965	–	–	﹤0.01%	1279
2019 Q3	$44K	Hold	965	–	–	﹤0.01%	1292
2019 Q2	$44K	Hold	965	–	–	﹤0.01%	1329
2019 Q1	$43K	Hold	965	–	–	﹤0.01%	1300
2018 Q4	$39K	Hold	965	–	–	﹤0.01%	1376
2018 Q3	$49K	Buy	+965	New	+$50.2K	﹤0.01%	1269

Other funds holding FDM

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

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

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWM

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bessemer Group's FDM Position: Q2 2020 in Review

Bessemer Group sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q2 2020, closing a stake of 965 shares — an estimated $30K sold.

Bessemer Group first reported a position in FDM in Q3 2018 and held it in 7 quarters. The position peaked at $49K in Q4 2019. 45 funds tracked by Wall St. Rank hold FDM as of Q2 2020.

Bessemer Group reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q2 2020 after selling out during the quarter.
Bessemer Group sold 965 First Trust Dow Jones Select MicroCap Index Fund shares in Q2 2020, an estimated $30K.
Bessemer Group first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q3 2018 and held it in 7 quarters.
Bessemer Group's First Trust Dow Jones Select MicroCap Index Fund position peaked at $49K in Q4 2019.
45 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2020.

Based on Bessemer Group's 13F filing for Q2 2020, filed 5 Aug 2020.