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

Secure 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
2022
Q2 		– Sell
-4,193
Closed -$253K – 184
2022
Q1 		$253K Sell
4,193
-250
-6% -$15.2K 0.11% 161
2021
Q4 		$284K Buy
+4,443
New +$280K 0.12% 151

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

Secure Asset Management's FDM Position: Q2 2022 in Review

Secure Asset Management sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q2 2022, closing a stake of 4,193 shares — an estimated $253K sold.

Secure Asset Management first reported a position in FDM in Q4 2021 and held it in 2 quarters. The position peaked at $284K in Q4 2021. 58 funds tracked by Wall St. Rank hold FDM as of Q2 2022.

  • Secure Asset Management reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q2 2022 after selling out during the quarter.
  • Secure Asset Management sold 4,193 First Trust Dow Jones Select MicroCap Index Fund shares in Q2 2022, an estimated $253K.
  • Secure Asset Management first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q4 2021 and held it in 2 quarters.
  • Secure Asset Management's First Trust Dow Jones Select MicroCap Index Fund position peaked at $284K in Q4 2021.
  • 58 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2022.

Based on Secure Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.