Creative Planning
FDM icon

Creative Planning’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Creative Planning’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
2017
Q3 		– Sell
-157
Closed -$7K – 2484
2017
Q2 		$7K Hold
157
– – ﹤0.01% 3815
2017
Q1 		$7K Hold
157
– – ﹤0.01% 3785
2016
Q4 		$7K Hold
157
– – ﹤0.01% 3755
2016
Q3 		$6K Sell
157
-173
-52% -$6.15K ﹤0.01% 3797
2016
Q2 		$11K Hold
330
– – ﹤0.01% 3170
2016
Q1 		$11K Sell
330
-157
-32% -$4.87K ﹤0.01% 3153
2015
Q4 		$16K Sell
487
-18
-4% -$605 ﹤0.01% 2978
2015
Q3 		$16K Buy
+505
New +$16.8K ﹤0.01% 2895
2015
Q2 		– Sell
-996
Closed -$34K – 1719
2015
Q1 		$34K Sell
996
-984
-50% -$32.4K ﹤0.01% 2283
2014
Q4 		$66K Buy
1,980
+1,097
+124% +$34.5K ﹤0.01% 1812
2014
Q3 		$26K Buy
883
+157
+22% +$4.92K ﹤0.01% 2358
2014
Q2 		$23K Buy
726
+378
+109% +$11.9K ﹤0.01% 2401
2014
Q1 		$11K Sell
348
-100
-22% -$3.17K ﹤0.01% 2705
2013
Q4 		$15K Sell
448
-100
-18% -$3.07K ﹤0.01% 2351
2013
Q3 		$16K Sell
548
-801
-59% -$22.6K ﹤0.01% 2213
2013
Q2 		$36K Buy
+1,349
New +$34.6K ﹤0.01% 1563

Other funds holding FDM

Morgan Stanley
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
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning's FDM Position: Q3 2017 in Review

Creative Planning sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q3 2017, closing a stake of 157 shares — an estimated $7K sold.

Creative Planning first reported a position in FDM in Q2 2013 and held it in 16 quarters. The position peaked at $66K in Q4 2014. 28 funds tracked by Wall St. Rank hold FDM as of Q3 2017.

  • Creative Planning reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 157 First Trust Dow Jones Select MicroCap Index Fund shares in Q3 2017, an estimated $7K.
  • Creative Planning first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q2 2013 and held it in 16 quarters.
  • Creative Planning's First Trust Dow Jones Select MicroCap Index Fund position peaked at $66K in Q4 2014.
  • 28 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.