HIC
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Hartline Investment Corp’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Hartline Investment Corp’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
Q2 		– Sell
-10,050
Closed -$631K – 209
2024
Q1 		$631K Buy
+10,050
New +$599K 0.11% 181

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AFG
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LPL Financial
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Wells Fargo
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MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAM
Smithbridge Asset Management Chadds Ford, Pennsylvania $734M AUM 34.06% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Hartline Investment Corp's FDM Position: Q2 2024 in Review

Hartline Investment Corp sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q2 2024, closing a stake of 10,050 shares — an estimated $631K sold.

Hartline Investment Corp first reported a position in FDM in Q1 2024 and held it in 1 quarter. The position peaked at $631K in Q1 2024. 62 funds tracked by Wall St. Rank hold FDM as of Q2 2024.

  • Hartline Investment Corp reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q2 2024 after selling out during the quarter.
  • Hartline Investment Corp sold 10,050 First Trust Dow Jones Select MicroCap Index Fund shares in Q2 2024, an estimated $631K.
  • Hartline Investment Corp first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q1 2024 and held it in 1 quarter.
  • Hartline Investment Corp's First Trust Dow Jones Select MicroCap Index Fund position peaked at $631K in Q1 2024.
  • 62 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2024.

Based on Hartline Investment Corp's 13F filing for Q2 2024, filed 9 Aug 2024.