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Principal Securities’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Principal Securities’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
Q2 		– Sell
-13
Closed -$816 – 3423
2024
Q1 		$816 Buy
+13
New +$775 ﹤0.01% 3072

Other funds holding FDM

HAS
Horizon Advisory Services West Henrietta, New York $195M AUM 14.6% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $717M AUM 10.97% 1-Year Est. Return
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
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAM
Smithbridge Asset Management Chadds Ford, Pennsylvania $674M AUM 26.11% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Principal Securities's FDM Position: Q2 2024 in Review

Principal Securities sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q2 2024, closing a stake of 13 shares — an estimated $816 sold.

Principal Securities first reported a position in FDM in Q1 2024 and held it in 1 quarter. The position peaked at $816 in Q1 2024. 62 funds tracked by Wall St. Rank hold FDM as of Q2 2024.

  • Principal Securities reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q2 2024 after selling out during the quarter.
  • Principal Securities sold 13 First Trust Dow Jones Select MicroCap Index Fund shares in Q2 2024, an estimated $816.
  • Principal Securities first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q1 2024 and held it in 1 quarter.
  • Principal Securities's First Trust Dow Jones Select MicroCap Index Fund position peaked at $816 in Q1 2024.
  • 62 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2024.

Based on Principal Securities's 13F filing for Q2 2024, filed 31 Jul 2024.