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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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
LTFS
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. 35 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.
  • 35 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.