Gradient Investments’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Gradient Investments’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
2024 Q1	–	Sell	-3	Closed	-$188	–	1427
2023 Q4	$188	Hold	3	–	–	﹤0.01%	1701
2023 Q3	$167	Hold	3	–	–	﹤0.01%	1685
2023 Q2	$172	Hold	3	–	–	﹤0.01%	1650
2023 Q1	$162	Hold	3	–	–	﹤0.01%	1401
2022 Q4	$167	Buy	+3	New	+$168	﹤0.01%	1402

Other funds holding FDM

HAS

Horizon Advisory Services West Henrietta, New York $195M AUM 14.6% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

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

AFG

Arkansas Financial Group Little Rock, Arkansas $717M AUM 10.97% 1-Year Est. Return

SAM

Smithbridge Asset Management Chadds Ford, Pennsylvania $674M AUM 26.11% 1-Year Est. Return

EWM

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

Gradient Investments's FDM Position: Q1 2024 in Review

Gradient Investments sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q1 2024, closing a stake of 3 shares — an estimated $188 sold.

Gradient Investments first reported a position in FDM in Q4 2022 and held it in 5 quarters. The position peaked at $188 in Q4 2023. 63 funds tracked by Wall St. Rank hold FDM as of Q1 2024.

Gradient Investments reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 3 First Trust Dow Jones Select MicroCap Index Fund shares in Q1 2024, an estimated $188.
Gradient Investments first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q4 2022 and held it in 5 quarters.
Gradient Investments's First Trust Dow Jones Select MicroCap Index Fund position peaked at $188 in Q4 2023.
63 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.