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

Naviter Wealth’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
Q1 		– Sell
-36,416
Closed -$2.33M – 99
2021
Q4 		$2.33M Buy
+36,416
New +$2.29M 0.7% 42

Other funds holding FDM

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

Naviter Wealth's FDM Position: Q1 2022 in Review

Naviter Wealth sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q1 2022, closing a stake of 36,416 shares — an estimated $2.33M sold.

Naviter Wealth first reported a position in FDM in Q4 2021 and held it in 1 quarter. The position peaked at $2.33M in Q4 2021. 63 funds tracked by Wall St. Rank hold FDM as of Q1 2022.

  • Naviter Wealth reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q1 2022 after selling out during the quarter.
  • Naviter Wealth sold 36,416 First Trust Dow Jones Select MicroCap Index Fund shares in Q1 2022, an estimated $2.33M.
  • Naviter Wealth first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q4 2021 and held it in 1 quarter.
  • Naviter Wealth's First Trust Dow Jones Select MicroCap Index Fund position peaked at $2.33M in Q4 2021.
  • 63 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q1 2022.

Based on Naviter Wealth's 13F filing for Q1 2022, filed 21 Apr 2022.