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

Meeder 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
2022 Q4	–	Sell	-300	Closed	-$15K	–	1197
2022 Q3	$15K	Hold	300	–	–	﹤0.01%	1189
2022 Q2	$16K	Hold	300	–	–	﹤0.01%	1214
2022 Q1	$18K	Buy	+300	New	+$18.3K	﹤0.01%	1321

Other funds holding FDM

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Meeder Asset Management's FDM Position: Q4 2022 in Review

Meeder Asset Management sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q4 2022, closing a stake of 300 shares — an estimated $15K sold.

Meeder Asset Management first reported a position in FDM in Q1 2022 and held it in 3 quarters. The position peaked at $18K in Q1 2022. 62 funds tracked by Wall St. Rank hold FDM as of Q4 2022.

Meeder Asset Management reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q4 2022 after selling out during the quarter.
Meeder Asset Management sold 300 First Trust Dow Jones Select MicroCap Index Fund shares in Q4 2022, an estimated $15K.
Meeder Asset Management first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q1 2022 and held it in 3 quarters.
Meeder Asset Management's First Trust Dow Jones Select MicroCap Index Fund position peaked at $18K in Q1 2022.
62 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q4 2022.

Based on Meeder Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.