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New Potomac Partners’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

New Potomac 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
2024
Q3 		$58.3K Buy
+910
New +$57K 0.03% 116

Other funds holding FDM

HAS
Horizon Advisory Services West Henrietta, New York $238M AUM 17.15% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
SAM
Smithbridge Asset Management Chadds Ford, Pennsylvania $734M AUM 34.06% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

New Potomac Partners's FDM Position: Q3 2024 in Review

New Potomac Partners opened a new position in First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q3 2024: 910 shares worth $58.3K. The stake represents 0.03% of the portfolio and ranks #116 among its holdings.

64 funds tracked by Wall St. Rank hold FDM as of Q3 2024.

  • New Potomac Partners held 910 shares of First Trust Dow Jones Select MicroCap Index Fund worth $58.3K as of Q3 2024.
  • First Trust Dow Jones Select MicroCap Index Fund was a new New Potomac Partners position in Q3 2024.
  • First Trust Dow Jones Select MicroCap Index Fund made up 0.03% of New Potomac Partners's portfolio in Q3 2024, its #116 holding.
  • 64 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.