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

Sowell 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
2020
Q1 		– Sell
-2,000
Closed -$102K – 2501
2019
Q4 		$102K Buy
+2,000
New +$95.1K 0.01% 914

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Sowell Financial Services's FDM Position: Q1 2020 in Review

Sowell Financial Services sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q1 2020, closing a stake of 2,000 shares — an estimated $102K sold.

Sowell Financial Services first reported a position in FDM in Q4 2019 and held it in 1 quarter. The position peaked at $102K in Q4 2019. 41 funds tracked by Wall St. Rank hold FDM as of Q1 2020.

  • Sowell Financial Services reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q1 2020 after selling out during the quarter.
  • Sowell Financial Services sold 2,000 First Trust Dow Jones Select MicroCap Index Fund shares in Q1 2020, an estimated $102K.
  • Sowell Financial Services first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q4 2019 and held it in 1 quarter.
  • Sowell Financial Services's First Trust Dow Jones Select MicroCap Index Fund position peaked at $102K in Q4 2019.
  • 41 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q1 2020.

Based on Sowell Financial Services's 13F filing for Q1 2020, filed 12 May 2020.