MWM
FDM icon

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

MBE 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
2020
Q2 		– Sell
-253
Closed -$7K – 198
2020
Q1 		$7K Buy
+253
New +$11K 0.01% 328

Other funds holding FDM

CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MBE Wealth Management's FDM Position: Q2 2020 in Review

MBE Wealth Management sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q2 2020, closing a stake of 253 shares — an estimated $7K sold.

MBE Wealth Management first reported a position in FDM in Q1 2020 and held it in 1 quarter. The position peaked at $7K in Q1 2020. 45 funds tracked by Wall St. Rank hold FDM as of Q2 2020.

  • MBE Wealth Management reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 253 First Trust Dow Jones Select MicroCap Index Fund shares in Q2 2020, an estimated $7K.
  • MBE Wealth Management first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's First Trust Dow Jones Select MicroCap Index Fund position peaked at $7K in Q1 2020.
  • 45 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.