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ICA Group Wealth Management’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

ICA Group Wealth Management’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 		$26.8K Buy
446
+4
+0.9% +$244 0.02% 321
2024
Q1 		$27.8K Buy
442
+40
+10% +$2.38K 0.01% 680
2023
Q4 		$24.7K Buy
+402
New +$22.4K 0.01% 669

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
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 $674M AUM 26.11% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

ICA Group Wealth Management's FDM Position: Q2 2024 in Review

ICA Group Wealth Management increased its First Trust Dow Jones Select MicroCap Index Fund (FDM) stake by 0.9% in Q2 2024, buying an estimated $244 and bringing the position to 446 shares worth $26.8K. The position accounts for 0.02% of the portfolio, ranked #321.

ICA Group Wealth Management first reported a position in FDM in Q4 2023 and has held it in 3 quarters since. The position peaked at $27.8K in Q1 2024. 62 funds tracked by Wall St. Rank hold FDM as of Q2 2024.

  • ICA Group Wealth Management held 446 shares of First Trust Dow Jones Select MicroCap Index Fund worth $26.8K as of Q2 2024.
  • ICA Group Wealth Management bought 4 First Trust Dow Jones Select MicroCap Index Fund shares in Q2 2024, an estimated $244.
  • First Trust Dow Jones Select MicroCap Index Fund made up 0.02% of ICA Group Wealth Management's portfolio in Q2 2024, its #321 holding.
  • ICA Group Wealth Management first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q4 2023 and has held it in 3 quarters since.
  • ICA Group Wealth Management's First Trust Dow Jones Select MicroCap Index Fund position peaked at $27.8K 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 ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.