PWM
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Provident Wealth Management’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Provident Wealth 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
2020
Q4 		– Sell
-215
Closed -$8K – 133
2020
Q3 		$8K Buy
+215
New +$8.41K 0.01% 160

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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
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
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Provident Wealth Management's FDM Position: Q4 2020 in Review

Provident Wealth Management sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q4 2020, closing a stake of 215 shares — an estimated $8K sold.

Provident Wealth Management first reported a position in FDM in Q3 2020 and held it in 1 quarter. The position peaked at $8K in Q3 2020. 57 funds tracked by Wall St. Rank hold FDM as of Q4 2020.

  • Provident Wealth Management reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q4 2020 after selling out during the quarter.
  • Provident Wealth Management sold 215 First Trust Dow Jones Select MicroCap Index Fund shares in Q4 2020, an estimated $8K.
  • Provident Wealth Management first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q3 2020 and held it in 1 quarter.
  • Provident Wealth Management's First Trust Dow Jones Select MicroCap Index Fund position peaked at $8K in Q3 2020.
  • 57 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q4 2020.

Based on Provident Wealth Management's 13F filing for Q4 2020, filed 20 Jan 2021.