Princeton Global Asset Management’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Princeton Global Asset Management’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 Q3	–	Sell	-3,407	Closed	-$154K	–	359
2019 Q2	$154K	Buy	3,407 +206	+6%	+$9.22K	0.09%	154
2019 Q1	$142K	Buy	3,201 +168	+6%	+$7.58K	0.1%	146
2018 Q4	$123K	Buy	+3,033	New	+$138K	0.11%	131

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

FWM

Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

Princeton Global Asset Management's FDM Position: Q3 2019 in Review

Princeton Global Asset Management sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q3 2019, closing a stake of 3,407 shares — an estimated $154K sold.

Princeton Global Asset Management first reported a position in FDM in Q4 2018 and held it in 3 quarters. The position peaked at $154K in Q2 2019. 49 funds tracked by Wall St. Rank hold FDM as of Q3 2019.

Princeton Global Asset Management reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q3 2019 after selling out during the quarter.
Princeton Global Asset Management sold 3,407 First Trust Dow Jones Select MicroCap Index Fund shares in Q3 2019, an estimated $154K.
Princeton Global Asset Management first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q4 2018 and held it in 3 quarters.
Princeton Global Asset Management's First Trust Dow Jones Select MicroCap Index Fund position peaked at $154K in Q2 2019.
49 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q3 2019.

Based on Princeton Global Asset Management's 13F filing for Q3 2019, filed 3 Dec 2019.