Stratos Wealth Partners’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Stratos Wealth Partners’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	-43	Closed	-$2K	–	1369
2018 Q3	$2K	Buy	+43	New	+$2.23K	﹤0.01%	2689
2018 Q2	–	Sell	-43	Closed	-$2K	–	1500
2018 Q1	$2K	Buy	+43	New	+$2.04K	﹤0.01%	2845

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

Stratos Wealth Partners's FDM Position: Q4 2018 in Review

Stratos Wealth Partners sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q4 2018, closing a stake of 43 shares — an estimated $2K sold.

Stratos Wealth Partners first reported a position in FDM in Q1 2018 and held it in 2 quarters. The position peaked at $2K in Q3 2018. 43 funds tracked by Wall St. Rank hold FDM as of Q4 2018.

Stratos Wealth Partners reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q4 2018 after selling out during the quarter.
Stratos Wealth Partners sold 43 First Trust Dow Jones Select MicroCap Index Fund shares in Q4 2018, an estimated $2K.
Stratos Wealth Partners first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q1 2018 and held it in 2 quarters.
Stratos Wealth Partners's First Trust Dow Jones Select MicroCap Index Fund position peaked at $2K 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 Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.