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

Kingsview 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
Q1 		– Sell
-3,719
Closed -$228K – 1025
2023
Q4 		$228K Sell
3,719
-5,050
-58% -$282K 0.01% 857
2023
Q3 		$480K Buy
+8,769
New +$502K 0.02% 624

Other funds holding FDM

HAS
Horizon Advisory Services West Henrietta, New York $195M AUM 14.6% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $717M AUM 10.97% 1-Year Est. Return
SAM
Smithbridge Asset Management Chadds Ford, Pennsylvania $674M AUM 26.11% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Kingsview Wealth Management's FDM Position: Q1 2024 in Review

Kingsview Wealth Management sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q1 2024, closing a stake of 3,719 shares — an estimated $228K sold.

Kingsview Wealth Management first reported a position in FDM in Q3 2023 and held it in 2 quarters. The position peaked at $480K in Q3 2023. 63 funds tracked by Wall St. Rank hold FDM as of Q1 2024.

  • Kingsview Wealth Management reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q1 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 3,719 First Trust Dow Jones Select MicroCap Index Fund shares in Q1 2024, an estimated $228K.
  • Kingsview Wealth Management first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q3 2023 and held it in 2 quarters.
  • Kingsview Wealth Management's First Trust Dow Jones Select MicroCap Index Fund position peaked at $480K in Q3 2023.
  • 63 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q1 2024.

Based on Kingsview Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.