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Householder Group Estate & Retirement Specialist’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-85
Closed -$5K – 749
2024
Q3 		$5K Hold
85
– – ﹤0.01% 928
2024
Q2 		$5K Sell
85
-20
-19% -$1.22K ﹤0.01% 931
2024
Q1 		$6.59K Sell
105
-165
-61% -$9.83K ﹤0.01% 889
2023
Q4 		$16K Hold
270
– – 0.01% 676
2023
Q3 		$14.8K Buy
+270
New +$15.5K 0.01% 702
2023
Q1 		$12K Buy
+228
New +$13.1K ﹤0.01% 755
2022
Q4 		– Sell
-228
Closed -$11K – 559
2022
Q3 		$11K Buy
+228
New +$12.7K ﹤0.01% 702

Other funds holding FDM

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
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's FDM Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q4 2024, closing a stake of 85 shares — an estimated $5K sold.

Householder Group Estate & Retirement Specialist first reported a position in FDM in Q3 2022 and held it in 7 quarters. The position peaked at $16K in Q4 2023. 66 funds tracked by Wall St. Rank hold FDM as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 85 First Trust Dow Jones Select MicroCap Index Fund shares in Q4 2024, an estimated $5K.
  • Householder Group Estate & Retirement Specialist first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q3 2022 and held it in 7 quarters.
  • Householder Group Estate & Retirement Specialist's First Trust Dow Jones Select MicroCap Index Fund position peaked at $16K in Q4 2023.
  • 66 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.