SignatureFD’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

SignatureFD’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
2018 Q4	–	Sell	-250	Closed	-$13K	–	1977
2018 Q3	$13K	Hold	250	–	–	﹤0.01%	1305
2018 Q2	$13K	Hold	250	–	–	﹤0.01%	1308
2018 Q1	$12K	Buy	+250	New	+$11.9K	﹤0.01%	1188

Other funds holding FDM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

SignatureFD's FDM Position: Q4 2018 in Review

SignatureFD sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q4 2018, closing a stake of 250 shares — an estimated $13K sold.

SignatureFD first reported a position in FDM in Q1 2018 and held it in 3 quarters. The position peaked at $13K in Q3 2018. 43 funds tracked by Wall St. Rank hold FDM as of Q4 2018.

SignatureFD reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q4 2018 after selling out during the quarter.
SignatureFD sold 250 First Trust Dow Jones Select MicroCap Index Fund shares in Q4 2018, an estimated $13K.
SignatureFD first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q1 2018 and held it in 3 quarters.
SignatureFD's First Trust Dow Jones Select MicroCap Index Fund position peaked at $13K in Q3 2018.
43 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q4 2018.

Based on SignatureFD's 13F filing for Q4 2018, filed 13 Feb 2019.