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Lloyd Advisory Services’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Lloyd Advisory Services’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
2022
Q2 		– Sell
-1
Closed – – 221
2022
Q1 		$0 Buy
+1
New +$61 ﹤0.01% 620

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CPIG
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LPL Financial
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 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
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lloyd Advisory Services's FDM Position: Q2 2022 in Review

Lloyd Advisory Services sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q2 2022, closing a stake of 1 share.

Lloyd Advisory Services first reported a position in FDM in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 58 funds tracked by Wall St. Rank hold FDM as of Q2 2022.

  • Lloyd Advisory Services reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q2 2022 after selling out during the quarter.
  • Lloyd Advisory Services sold 1 First Trust Dow Jones Select MicroCap Index Fund share in Q2 2022.
  • Lloyd Advisory Services first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q1 2022 and held it in 1 quarter.
  • Lloyd Advisory Services's First Trust Dow Jones Select MicroCap Index Fund position peaked at $0 in Q1 2022.
  • 58 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.