Camarda Financial Advisors’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Camarda Financial 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
2015 Q2	–	Sell	-1,000	Closed	-$34K	–	234
2015 Q1	$34K	Hold	1,000	–	–	0.02%	155
2014 Q4	$33K	Hold	1,000	–	–	0.02%	151
2014 Q3	$30K	Hold	1,000	–	–	0.02%	141
2014 Q2	$32K	Hold	1,000	–	–	0.02%	150
2014 Q1	$32K	Buy	+1,000	New	+$31.7K	0.02%	121

Other funds holding FDM

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

FWM

Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

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

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

Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return

Comerica Securities Detroit, Michigan $1.2B AUM 16.58% 1-Year Est. Return

Camarda Financial Advisors's FDM Position: Q2 2015 in Review

Camarda Financial Advisors sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q2 2015, closing a stake of 1,000 shares — an estimated $34K sold.

Camarda Financial Advisors first reported a position in FDM in Q1 2014 and held it in 5 quarters. The position peaked at $34K in Q1 2015. 28 funds tracked by Wall St. Rank hold FDM as of Q2 2015.

Camarda Financial Advisors reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q2 2015 after selling out during the quarter.
Camarda Financial Advisors sold 1,000 First Trust Dow Jones Select MicroCap Index Fund shares in Q2 2015, an estimated $34K.
Camarda Financial Advisors first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q1 2014 and held it in 5 quarters.
Camarda Financial Advisors's First Trust Dow Jones Select MicroCap Index Fund position peaked at $34K in Q1 2015.
28 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2015.

Based on Camarda Financial Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.