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Graves Light Lenhart Wealth’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Graves Light Lenhart Wealth’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
Q3 		– Sell
-6,076
Closed -$360K – 192
2024
Q2 		$360K Buy
6,076
+7
+0.1% +$427 0.04% 130
2024
Q1 		$381K Buy
6,069
+1
+0% +$60 0.04% 126
2023
Q4 		$372K Buy
+6,068
New +$338K 0.05% 128

Other funds holding FDM

HAS
Horizon Advisory Services West Henrietta, New York $195M AUM 14.6% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $717M AUM 10.97% 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
Morgan Stanley
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
SAM
Smithbridge Asset Management Chadds Ford, Pennsylvania $674M AUM 26.11% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Graves Light Lenhart Wealth's FDM Position: Q3 2024 in Review

Graves Light Lenhart Wealth sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q3 2024, closing a stake of 6,076 shares — an estimated $360K sold.

Graves Light Lenhart Wealth first reported a position in FDM in Q4 2023 and held it in 3 quarters. The position peaked at $381K in Q1 2024. 64 funds tracked by Wall St. Rank hold FDM as of Q3 2024.

  • Graves Light Lenhart Wealth reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q3 2024 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 6,076 First Trust Dow Jones Select MicroCap Index Fund shares in Q3 2024, an estimated $360K.
  • Graves Light Lenhart Wealth first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q4 2023 and held it in 3 quarters.
  • Graves Light Lenhart Wealth's First Trust Dow Jones Select MicroCap Index Fund position peaked at $381K in Q1 2024.
  • 64 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q3 2024.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2024, filed 14 Nov 2024.