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

Signator 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
2013
Q3 		– Sell
-3,260
Closed -$86K – 292
2013
Q2 		$86K Buy
+3,260
New +$83.6K 0.09% 73

Other funds holding FDM

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $135M AUM 13.88% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Signator Financial Services's FDM Position: Q3 2013 in Review

Signator Financial Services sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q3 2013, closing a stake of 3,260 shares — an estimated $86K sold.

Signator Financial Services first reported a position in FDM in Q2 2013 and held it in 1 quarter. The position peaked at $86K in Q2 2013. 25 funds tracked by Wall St. Rank hold FDM as of Q3 2013.

  • Signator Financial Services reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q3 2013 after selling out during the quarter.
  • Signator Financial Services sold 3,260 First Trust Dow Jones Select MicroCap Index Fund shares in Q3 2013, an estimated $86K.
  • Signator Financial Services first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q2 2013 and held it in 1 quarter.
  • Signator Financial Services's First Trust Dow Jones Select MicroCap Index Fund position peaked at $86K in Q2 2013.
  • 25 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q3 2013.

Based on Signator Financial Services's 13F filing for Q3 2013, filed 25 Aug 2014.