FFA
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Founders Financial Alliance’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Founders Financial Alliance’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
2020
Q4 		– Sell
-466
Closed -$18K – 713
2020
Q3 		$18K Buy
+466
New +$18.2K 0.01% 605

Other funds holding FDM

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 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
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
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Founders Financial Alliance's FDM Position: Q4 2020 in Review

Founders Financial Alliance sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q4 2020, closing a stake of 466 shares — an estimated $18K sold.

Founders Financial Alliance first reported a position in FDM in Q3 2020 and held it in 1 quarter. The position peaked at $18K in Q3 2020. 57 funds tracked by Wall St. Rank hold FDM as of Q4 2020.

  • Founders Financial Alliance reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 466 First Trust Dow Jones Select MicroCap Index Fund shares in Q4 2020, an estimated $18K.
  • Founders Financial Alliance first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's First Trust Dow Jones Select MicroCap Index Fund position peaked at $18K in Q3 2020.
  • 57 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.