MYCIO Wealth Partners’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

MYCIO Wealth Partners’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
2016 Q4	–	Sell	-1,411	Closed	-$51K	–	368
2016 Q3	$51K	Buy	1,411 +8	+0.6%	+$284	0.01%	336
2016 Q2	$47K	Buy	1,403 +2	+0.1%	+$67	0.01%	348
2016 Q1	$46K	Sell	1,401 -56	-4%	-$1.74K	0.01%	333
2015 Q4	$48K	Buy	1,457 +2	+0.1%	+$67	0.01%	296
2015 Q3	$46K	Buy	1,455 +2	+0.1%	+$67	0.01%	307
2015 Q2	$50K	Buy	1,453 +7	+0.5%	+$240	0.01%	291
2015 Q1	$49K	Buy	1,446 +3	+0.2%	+$99	0.01%	286
2014 Q4	$48K	Buy	1,443 +2	+0.1%	+$63	0.01%	270
2014 Q3	$43K	Buy	1,441 +3	+0.2%	+$94	0.01%	269
2014 Q2	$46K	Sell	1,438 -92	-6%	-$2.88K	0.01%	274
2014 Q1	$50K	Buy	1,530 +5	+0.3%	+$159	0.01%	257
2013 Q4	$50K	Buy	1,525 +3	+0.2%	+$92	0.01%	247
2013 Q3	$44K	Buy	1,522 +4	+0.3%	+$113	0.01%	245
2013 Q2	$40K	Buy	+1,518	New	+$38.9K	0.01%	251

Other funds holding FDM

NCM

Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FWM

Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

MYCIO Wealth Partners's FDM Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q4 2016, closing a stake of 1,411 shares — an estimated $51K sold.

MYCIO Wealth Partners first reported a position in FDM in Q2 2013 and held it in 14 quarters. The position peaked at $51K in Q3 2016. 36 funds tracked by Wall St. Rank hold FDM as of Q4 2016.

MYCIO Wealth Partners reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q4 2016 after selling out during the quarter.
MYCIO Wealth Partners sold 1,411 First Trust Dow Jones Select MicroCap Index Fund shares in Q4 2016, an estimated $51K.
MYCIO Wealth Partners first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q2 2013 and held it in 14 quarters.
MYCIO Wealth Partners's First Trust Dow Jones Select MicroCap Index Fund position peaked at $51K in Q3 2016.
36 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.