MML Investors Services’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

MML Investors 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
2024 Q1	–	Sell	-3,713	Closed	-$228K	–	2506
2023 Q4	$228K	Buy	+3,713	New	+$207K	﹤0.01%	2235
2022 Q2	–	Sell	-7,039	Closed	-$424K	–	2062
2022 Q1	$424K	Sell	7,039 -1,493	-17%	-$91K	﹤0.01%	1542
2021 Q4	$546K	Buy	+8,532	New	+$537K	﹤0.01%	1353
2021 Q2	–	Sell	-3,691	Closed	-$222K	–	1913
2021 Q1	$222K	Sell	3,691 -1,292	-26%	-$72.6K	﹤0.01%	1672
2020 Q4	$239K	Buy	+4,983	New	+$216K	﹤0.01%	1510
2018 Q2	–	Sell	-8,785	Closed	-$416K	–	1369
2018 Q1	$416K	Buy	+8,785	New	+$417K	0.01%	914

Other funds holding FDM

HAS

Horizon Advisory Services West Henrietta, New York $195M AUM 14.6% 1-Year Est. Return

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

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

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

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

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

AFG

Arkansas Financial Group Little Rock, Arkansas $717M AUM 10.97% 1-Year Est. Return

SAM

Smithbridge Asset Management Chadds Ford, Pennsylvania $674M AUM 26.11% 1-Year Est. Return

EWM

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

MML Investors Services's FDM Position: Q1 2024 in Review

MML Investors Services sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q1 2024, closing a stake of 3,713 shares — an estimated $228K sold.

MML Investors Services first reported a position in FDM in Q1 2018 and held it in 6 quarters. The position peaked at $546K in Q4 2021. 63 funds tracked by Wall St. Rank hold FDM as of Q1 2024.

MML Investors Services reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q1 2024 after selling out during the quarter.
MML Investors Services sold 3,713 First Trust Dow Jones Select MicroCap Index Fund shares in Q1 2024, an estimated $228K.
MML Investors Services first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q1 2018 and held it in 6 quarters.
MML Investors Services's First Trust Dow Jones Select MicroCap Index Fund position peaked at $546K in Q4 2021.
63 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q1 2024.

Based on MML Investors Services's 13F filing for Q1 2024, filed 14 May 2024.