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

Interactive Financial 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
2017
Q1 		– Sell
-100
Closed -$4K – 103
2016
Q4 		$4K Buy
+100
New +$3.95K ﹤0.01% 101

Other funds holding FDM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
BB&T Securities
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Virtu KCG Holdings
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Interactive Financial Advisors's FDM Position: Q1 2017 in Review

Interactive Financial Advisors sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q1 2017, closing a stake of 100 shares — an estimated $4K sold.

Interactive Financial Advisors first reported a position in FDM in Q4 2016 and held it in 1 quarter. The position peaked at $4K in Q4 2016. 35 funds tracked by Wall St. Rank hold FDM as of Q1 2017.

  • Interactive Financial Advisors reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q1 2017 after selling out during the quarter.
  • Interactive Financial Advisors sold 100 First Trust Dow Jones Select MicroCap Index Fund shares in Q1 2017, an estimated $4K.
  • Interactive Financial Advisors first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q4 2016 and held it in 1 quarter.
  • Interactive Financial Advisors's First Trust Dow Jones Select MicroCap Index Fund position peaked at $4K in Q4 2016.
  • 35 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q1 2017.

Based on Interactive Financial Advisors's 13F filing for Q1 2017, filed 1 May 2017.