NEXT Financial Holdings’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$15K	Buy	+327	New	+$14.8K	﹤0.01%	1024

Other funds holding FDM

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

NEXT Financial Holdings's FDM Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q1 2019: 327 shares worth $15K. The stake represents ﹤0.01% of the portfolio and ranks #1024 among its holdings.

51 funds tracked by Wall St. Rank hold FDM as of Q1 2019.

NEXT Financial Holdings held 327 shares of First Trust Dow Jones Select MicroCap Index Fund worth $15K as of Q1 2019.
First Trust Dow Jones Select MicroCap Index Fund was a new NEXT Financial Holdings position in Q1 2019.
First Trust Dow Jones Select MicroCap Index Fund made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #1024 holding.
51 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.