L2 Asset Management’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

L2 Asset 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
2020 Q1	–	Sell	-33,800	Closed	-$30K	–	78
2019 Q4	$30K	Buy	+33,800	New	+$1.61M	0.03%	77

Other funds holding FDM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return