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Dividend Assets Capital’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Dividend Assets Capital’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
Q3 		– Sell
-10
Closed -$1K – 521
2021
Q2 		$1K Buy
+10
New +$607 ﹤0.01% 503
2021
Q1 		– Sell
-21
Closed -$1K – 535
2020
Q4 		$1K Buy
+21
New +$912 ﹤0.01% 540

Other funds holding FDM

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Dividend Assets Capital's FDM Position: Q3 2021 in Review

Dividend Assets Capital sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q3 2021, closing a stake of 10 shares — an estimated $1K sold.

Dividend Assets Capital first reported a position in FDM in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q2 2021. 52 funds tracked by Wall St. Rank hold FDM as of Q3 2021.

  • Dividend Assets Capital reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q3 2021 after selling out during the quarter.
  • Dividend Assets Capital sold 10 First Trust Dow Jones Select MicroCap Index Fund shares in Q3 2021, an estimated $1K.
  • Dividend Assets Capital first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q4 2020 and held it in 2 quarters.
  • Dividend Assets Capital's First Trust Dow Jones Select MicroCap Index Fund position peaked at $1K in Q2 2021.
  • 52 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q3 2021.

Based on Dividend Assets Capital's 13F filing for Q3 2021, filed 1 Nov 2021.