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Cascade Investment Advisors’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Cascade Investment 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
2021
Q1 		– Sell
-100
Closed -$21.2K – 288
2020
Q4 		$21.2K Buy
+100
New +$4.34K 0.02% 198

Other funds holding FDM

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Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cascade Investment Advisors's FDM Position: Q1 2021 in Review

Cascade Investment Advisors sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q1 2021, closing a stake of 100 shares — an estimated $21.2K sold.

Cascade Investment Advisors first reported a position in FDM in Q4 2020 and held it in 1 quarter. The position peaked at $21.2K in Q4 2020. 57 funds tracked by Wall St. Rank hold FDM as of Q1 2021.

  • Cascade Investment Advisors reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q1 2021 after selling out during the quarter.
  • Cascade Investment Advisors sold 100 First Trust Dow Jones Select MicroCap Index Fund shares in Q1 2021, an estimated $21.2K.
  • Cascade Investment Advisors first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q4 2020 and held it in 1 quarter.
  • Cascade Investment Advisors's First Trust Dow Jones Select MicroCap Index Fund position peaked at $21.2K 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 Cascade Investment Advisors's 13F filing for Q1 2021, filed 23 Apr 2021.