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IFP Advisors’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

IFP Advisors’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
2023
Q1 		– Sell
-2,283
Closed -$131K – 3334
2022
Q4 		$114K Sell
2,283
-189
-8% -$10.6K ﹤0.01% 1677
2022
Q3 		$120K Sell
2,472
-274
-10% -$15.3K ﹤0.01% 1727
2022
Q2 		$131K Hold
2,746
– – ﹤0.01% 1515
2022
Q1 		$131K Buy
+2,746
New +$167K ﹤0.01% 1515
2019
Q1 		$1.58M Buy
35,508
+759
+2% +$34.3K 0.22% 100
2018
Q4 		$1.41M Buy
34,749
+1,791
+5% +$81.5K 0.09% 258
2018
Q3 		$1.69M Buy
32,958
+1,878
+6% +$97.6K 0.07% 296
2018
Q2 		$1.58M Buy
31,080
+6,931
+29% +$344K 0.07% 302
2018
Q1 		$1.15M Hold
24,149
– – 0.05% 357
2017
Q4 		$1.15M Buy
24,149
+2,477
+11% +$117K 0.05% 356
2017
Q3 		$1M Buy
21,672
+4,225
+24% +$185K 0.04% 444
2017
Q2 		$769K Buy
17,447
+7,348
+73% +$315K 0.03% 513
2017
Q1 		$430K Buy
10,099
+9,922
+5,606% +$425K 0.02% 749
2016
Q4 		$8K Buy
+177
New +$6.99K ﹤0.01% 3025
2016
Q2 		– Sell
-35,508
Closed -$1.58M – 3894
2016
Q1 		$1.58M Buy
+35,508
New +$1.1M 0.22% 100

Other funds holding FDM

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
NFW
Noble Family Wealth Clearwater, Florida $484M AUM 18.07% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $717M AUM 10.97% 1-Year Est. Return

IFP Advisors's FDM Position: Q1 2023 in Review

IFP Advisors sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q1 2023, closing a stake of 2,283 shares — an estimated $131K sold.

IFP Advisors first reported a position in FDM in Q1 2016 and held it in 15 quarters. The position peaked at $1.69M in Q3 2018. 60 funds tracked by Wall St. Rank hold FDM as of Q1 2023.

  • IFP Advisors reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 2,283 First Trust Dow Jones Select MicroCap Index Fund shares in Q1 2023, an estimated $131K.
  • IFP Advisors first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q1 2016 and held it in 15 quarters.
  • IFP Advisors's First Trust Dow Jones Select MicroCap Index Fund position peaked at $1.69M in Q3 2018.
  • 60 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.