Capital Asset Advisory Services’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Capital Asset Advisory Services’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
2021 Q1	–	Sell	-240	Closed	-$11K	–	941
2020 Q4	$11K	Buy	+240	New	+$10.4K	﹤0.01%	1060

Other funds holding FDM

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

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

CPIG

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

CCP

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

EWM

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

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

Capital Asset Advisory Services's FDM Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q1 2021, closing a stake of 240 shares — an estimated $11K sold.

Capital Asset Advisory Services first reported a position in FDM in Q4 2020 and held it in 1 quarter. The position peaked at $11K in Q4 2020. 57 funds tracked by Wall St. Rank hold FDM as of Q1 2021.

Capital Asset Advisory Services reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q1 2021 after selling out during the quarter.
Capital Asset Advisory Services sold 240 First Trust Dow Jones Select MicroCap Index Fund shares in Q1 2021, an estimated $11K.
Capital Asset Advisory Services first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q4 2020 and held it in 1 quarter.
Capital Asset Advisory Services's First Trust Dow Jones Select MicroCap Index Fund position peaked at $11K in Q4 2020.
57 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.