PFS
FDM icon

Prospera Financial Services’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Prospera Financial Services’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
2022
Q2 		– Sell
-150
Closed -$9K – 1936
2022
Q1 		$9K Buy
+150
New +$9.15K ﹤0.01% 2070
2020
Q4 		– Sell
-52
Closed -$2K – 953
2020
Q3 		$2K Buy
+52
New +$2.03K ﹤0.01% 1452

Other funds holding FDM

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Morgan Stanley
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
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
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 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

Prospera Financial Services's FDM Position: Q2 2022 in Review

Prospera Financial Services sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q2 2022, closing a stake of 150 shares — an estimated $9K sold.

Prospera Financial Services first reported a position in FDM in Q3 2020 and held it in 2 quarters. The position peaked at $9K in Q1 2022. 58 funds tracked by Wall St. Rank hold FDM as of Q2 2022.

  • Prospera Financial Services reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 150 First Trust Dow Jones Select MicroCap Index Fund shares in Q2 2022, an estimated $9K.
  • Prospera Financial Services first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q3 2020 and held it in 2 quarters.
  • Prospera Financial Services's First Trust Dow Jones Select MicroCap Index Fund position peaked at $9K in Q1 2022.
  • 58 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.