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

Personal 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
2021
Q3 		– Sell
-1,000
Closed -$62K – 189
2021
Q2 		$62K Buy
+1,000
New +$60.7K 0.03% 145

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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
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Personal Wealth Partners's FDM Position: Q3 2021 in Review

Personal Wealth Partners sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q3 2021, closing a stake of 1,000 shares — an estimated $62K sold.

Personal Wealth Partners first reported a position in FDM in Q2 2021 and held it in 1 quarter. The position peaked at $62K in Q2 2021. 52 funds tracked by Wall St. Rank hold FDM as of Q3 2021.

  • Personal Wealth Partners reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 1,000 First Trust Dow Jones Select MicroCap Index Fund shares in Q3 2021, an estimated $62K.
  • Personal Wealth Partners first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q2 2021 and held it in 1 quarter.
  • Personal Wealth Partners's First Trust Dow Jones Select MicroCap Index Fund position peaked at $62K in Q2 2021.
  • 52 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.