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Confluence Wealth Services’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Confluence Wealth 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
2022
Q1 		– Sell
-200
Closed -$12K – 538
2021
Q4 		$12K Buy
+200
New +$12.6K ﹤0.01% 857

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CPIG
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Wells Fargo
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Royal Bank of Canada
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FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
WMG
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EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CP
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Confluence Wealth Services's FDM Position: Q1 2022 in Review

Confluence Wealth Services sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q1 2022, closing a stake of 200 shares — an estimated $12K sold.

Confluence Wealth Services first reported a position in FDM in Q4 2021 and held it in 1 quarter. The position peaked at $12K in Q4 2021. 63 funds tracked by Wall St. Rank hold FDM as of Q1 2022.

  • Confluence Wealth Services reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 200 First Trust Dow Jones Select MicroCap Index Fund shares in Q1 2022, an estimated $12K.
  • Confluence Wealth Services first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's First Trust Dow Jones Select MicroCap Index Fund position peaked at $12K in Q4 2021.
  • 63 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.