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

Precision Wealth Strategies’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
Q1 		– Sell
-4,505
Closed -$216K – 89
2020
Q4 		$216K Buy
+4,505
New +$196K 0.23% 53

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Baird Financial Group
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Precision Wealth Strategies's FDM Position: Q1 2021 in Review

Precision Wealth Strategies sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q1 2021, closing a stake of 4,505 shares — an estimated $216K sold.

Precision Wealth Strategies first reported a position in FDM in Q4 2020 and held it in 1 quarter. The position peaked at $216K in Q4 2020. 57 funds tracked by Wall St. Rank hold FDM as of Q1 2021.

  • Precision Wealth Strategies reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q1 2021 after selling out during the quarter.
  • Precision Wealth Strategies sold 4,505 First Trust Dow Jones Select MicroCap Index Fund shares in Q1 2021, an estimated $216K.
  • Precision Wealth Strategies first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q4 2020 and held it in 1 quarter.
  • Precision Wealth Strategies's First Trust Dow Jones Select MicroCap Index Fund position peaked at $216K in Q4 2020.
  • 57 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q1 2021.

Based on Precision Wealth Strategies's 13F filing for Q1 2021, filed 26 Apr 2021.