Goldman Sachs’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Goldman Sachs’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 Q2	–	Sell	-11,168	Closed	-$672K	–	6290
2021 Q1	$672K	Hold	11,168	–	–	﹤0.01%	4900
2020 Q4	$535K	Buy	+11,168	New	+$485K	﹤0.01%	4568

Other funds holding FDM

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Goldman Sachs's FDM Position: Q2 2021 in Review

Goldman Sachs sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q2 2021, closing a stake of 11,168 shares — an estimated $672K sold.

Goldman Sachs first reported a position in FDM in Q4 2020 and held it in 2 quarters. The position peaked at $672K in Q1 2021. 60 funds tracked by Wall St. Rank hold FDM as of Q2 2021.

Goldman Sachs reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q2 2021 after selling out during the quarter.
Goldman Sachs sold 11,168 First Trust Dow Jones Select MicroCap Index Fund shares in Q2 2021, an estimated $672K.
Goldman Sachs first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q4 2020 and held it in 2 quarters.
Goldman Sachs's First Trust Dow Jones Select MicroCap Index Fund position peaked at $672K in Q1 2021.
60 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2021.

Based on Goldman Sachs's 13F filing for Q2 2021, filed 13 Aug 2021.