IWP
FDM icon

Icon Wealth Partners’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-6
Closed – – 362
2019
Q1 		$0 Buy
+6
New +$271 ﹤0.01% 892

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Icon Wealth Partners's FDM Position: Q2 2019 in Review

Icon Wealth Partners sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q2 2019, closing a stake of 6 shares.

Icon Wealth Partners first reported a position in FDM in Q1 2019 and held it in 1 quarter. The position peaked at $0 in Q1 2019. 50 funds tracked by Wall St. Rank hold FDM as of Q2 2019.

  • Icon Wealth Partners reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 6 First Trust Dow Jones Select MicroCap Index Fund shares in Q2 2019.
  • Icon Wealth Partners first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q1 2019 and held it in 1 quarter.
  • Icon Wealth Partners's First Trust Dow Jones Select MicroCap Index Fund position peaked at $0 in Q1 2019.
  • 50 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.