Marshall Financial Group (Maryland)’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Marshall Financial Group (Maryland)’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	-3,736	Closed	-$225K	–	195
2022 Q1	$225K	Sell	3,736 -603	-14%	-$36.8K	0.09%	194
2021 Q4	$277K	Sell	4,339 -12,374	-74%	-$779K	0.1%	186
2021 Q3	$1M	Buy	16,713 +554	+3%	+$33.2K	0.52%	59
2021 Q2	$998K	Buy	16,159 +434	+3%	+$26.3K	0.54%	60
2021 Q1	$946K	Buy	15,725 +302	+2%	+$17K	0.57%	73
2020 Q4	$738K	Buy	+15,423	New	+$670K	0.48%	75

Other funds holding FDM

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

CPIG

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Financial Group (Maryland)'s FDM Position: Q2 2022 in Review

Marshall Financial Group (Maryland) sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q2 2022, closing a stake of 3,736 shares — an estimated $225K sold.

Marshall Financial Group (Maryland) first reported a position in FDM in Q4 2020 and held it in 6 quarters. The position peaked at $1M in Q3 2021. 58 funds tracked by Wall St. Rank hold FDM as of Q2 2022.

Marshall Financial Group (Maryland) reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q2 2022 after selling out during the quarter.
Marshall Financial Group (Maryland) sold 3,736 First Trust Dow Jones Select MicroCap Index Fund shares in Q2 2022, an estimated $225K.
Marshall Financial Group (Maryland) first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q4 2020 and held it in 6 quarters.
Marshall Financial Group (Maryland)'s First Trust Dow Jones Select MicroCap Index Fund position peaked at $1M in Q3 2021.
58 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2022.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2022, filed 25 Jul 2022.