Janney Montgomery Scott’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Janney Montgomery Scott’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
2018 Q4	–	Sell	-13,718	Closed	-$701K	–	1976
2018 Q3	$701K	Buy	13,718 +5,159	+60%	+$268K	0.01%	1260
2018 Q2	$436K	Buy	8,559 +292	+4%	+$14.5K	﹤0.01%	1470
2018 Q1	$391K	Buy	8,267 +50	+0.6%	+$2.37K	﹤0.01%	1462
2017 Q4	$390K	Buy	8,217 +375	+5%	+$17.7K	﹤0.01%	1447
2017 Q3	$363K	Buy	+7,842	New	+$343K	﹤0.01%	1418
2014 Q3	–	Sell	-11,192	Closed	-$359K	–	2299
2014 Q2	$359K	Buy	11,192 +813	+8%	+$25.5K	0.01%	1478
2014 Q1	$336K	Sell	10,379 -67	-0.6%	-$2.13K	0.01%	1378
2013 Q4	$340K	Sell	10,446 -769	-7%	-$23.6K	0.01%	1349
2013 Q3	$325K	Buy	+11,215	New	+$317K	0.01%	1284

Other funds holding FDM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

Janney Montgomery Scott's FDM Position: Q4 2018 in Review

Janney Montgomery Scott sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q4 2018, closing a stake of 13,718 shares — an estimated $701K sold.

Janney Montgomery Scott first reported a position in FDM in Q3 2013 and held it in 9 quarters. The position peaked at $701K in Q3 2018. 43 funds tracked by Wall St. Rank hold FDM as of Q4 2018.

Janney Montgomery Scott reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q4 2018 after selling out during the quarter.
Janney Montgomery Scott sold 13,718 First Trust Dow Jones Select MicroCap Index Fund shares in Q4 2018, an estimated $701K.
Janney Montgomery Scott first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q3 2013 and held it in 9 quarters.
Janney Montgomery Scott's First Trust Dow Jones Select MicroCap Index Fund position peaked at $701K in Q3 2018.
43 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q4 2018.

Based on Janney Montgomery Scott's 13F filing for Q4 2018, filed 1 Feb 2019.