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Elk River Wealth Management’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Elk River Wealth Management’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
-900
Closed -$204K – 125
2021
Q4 		$204K Buy
+900
New +$56.7K 0.05% 122

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Elk River Wealth Management's FDM Position: Q1 2022 in Review

Elk River Wealth Management sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q1 2022, closing a stake of 900 shares — an estimated $204K sold.

Elk River Wealth Management first reported a position in FDM in Q4 2021 and held it in 1 quarter. The position peaked at $204K in Q4 2021. 63 funds tracked by Wall St. Rank hold FDM as of Q1 2022.

  • Elk River Wealth Management reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q1 2022 after selling out during the quarter.
  • Elk River Wealth Management sold 900 First Trust Dow Jones Select MicroCap Index Fund shares in Q1 2022, an estimated $204K.
  • Elk River Wealth Management first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q4 2021 and held it in 1 quarter.
  • Elk River Wealth Management's First Trust Dow Jones Select MicroCap Index Fund position peaked at $204K 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 Elk River Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.