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RMR Wealth Builders’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

RMR Wealth Builders’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
-5,804
Closed -$218K – 528
2020
Q3 		$218K Buy
+5,804
New +$227K 0.06% 192

Other funds holding FDM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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 $786B AUM 40.34% 1-Year Est. Return

RMR Wealth Builders's FDM Position: Q4 2020 in Review

RMR Wealth Builders sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q4 2020, closing a stake of 5,804 shares — an estimated $218K sold.

RMR Wealth Builders first reported a position in FDM in Q3 2020 and held it in 1 quarter. The position peaked at $218K in Q3 2020. 57 funds tracked by Wall St. Rank hold FDM as of Q4 2020.

  • RMR Wealth Builders reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q4 2020 after selling out during the quarter.
  • RMR Wealth Builders sold 5,804 First Trust Dow Jones Select MicroCap Index Fund shares in Q4 2020, an estimated $218K.
  • RMR Wealth Builders first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q3 2020 and held it in 1 quarter.
  • RMR Wealth Builders's First Trust Dow Jones Select MicroCap Index Fund position peaked at $218K 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 RMR Wealth Builders's 13F filing for Q4 2020, filed 9 Feb 2021.