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

Strategic Blueprint’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
2021
Q3 		– Sell
-222
Closed -$14K – 682
2021
Q2 		$14K Buy
+222
New +$13.5K ﹤0.01% 891

Other funds holding FDM

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Strategic Blueprint's FDM Position: Q3 2021 in Review

Strategic Blueprint sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q3 2021, closing a stake of 222 shares — an estimated $14K sold.

Strategic Blueprint first reported a position in FDM in Q2 2021 and held it in 1 quarter. The position peaked at $14K in Q2 2021. 52 funds tracked by Wall St. Rank hold FDM as of Q3 2021.

  • Strategic Blueprint reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q3 2021 after selling out during the quarter.
  • Strategic Blueprint sold 222 First Trust Dow Jones Select MicroCap Index Fund shares in Q3 2021, an estimated $14K.
  • Strategic Blueprint first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q2 2021 and held it in 1 quarter.
  • Strategic Blueprint's First Trust Dow Jones Select MicroCap Index Fund position peaked at $14K in Q2 2021.
  • 52 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q3 2021.

Based on Strategic Blueprint's 13F filing for Q3 2021, filed 12 Nov 2021.