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TD Ameritrade Investment Management’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

TD Ameritrade Investment Management’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
2023
Q3 		– Sell
-8,928
Closed -$502K – 162
2023
Q2 		$502K Sell
8,928
-309
-3% -$16.4K 0.01% 120
2023
Q1 		$496K Buy
9,237
+403
+5% +$23.1K 0.01% 124
2022
Q4 		$490K Sell
8,834
-93
-1% -$5.2K ﹤0.01% 135
2022
Q3 		$446K Sell
8,927
-314
-3% -$17.5K ﹤0.01% 148
2022
Q2 		$484K Sell
9,241
-829
-8% -$46.4K ﹤0.01% 158
2022
Q1 		$607K Buy
10,070
+16
+0.2% +$976 ﹤0.01% 167
2021
Q4 		$642K Sell
10,054
-1,084
-10% -$68.3K ﹤0.01% 164
2021
Q3 		$418K Buy
11,138
+2,623
+31% +$157K ﹤0.01% 169
2021
Q2 		$526K Sell
8,515
-1,849
-18% -$112K ﹤0.01% 166
2021
Q1 		$497K Hold
10,364
– – ﹤0.01% 153
2020
Q4 		$497K Sell
10,364
-774
-7% -$33.6K ﹤0.01% 153
2020
Q3 		$418K Sell
11,138
-1,188
-10% -$46.4K ﹤0.01% 169
2020
Q2 		$482K Buy
12,326
+3,438
+39% +$123K ﹤0.01% 161
2020
Q1 		$279K Buy
8,888
+65
+0.7% +$2.83K ﹤0.01% 184
2019
Q4 		$449K Buy
8,823
+71
+0.8% +$3.38K ﹤0.01% 172
2019
Q3 		$400K Buy
8,752
+1,405
+19% +$63.2K ﹤0.01% 170
2019
Q2 		$332K Buy
+7,347
New +$329K ﹤0.01% 171
2017
Q2 		– Sell
-22
Closed -$1K – 95
2017
Q1 		$1K Buy
+22
New +$943 ﹤0.01% 99

Other funds holding FDM

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
NFW
Noble Family Wealth Clearwater, Florida $484M AUM 18.07% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

TD Ameritrade Investment Management's FDM Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q3 2023, closing a stake of 8,928 shares — an estimated $502K sold.

TD Ameritrade Investment Management first reported a position in FDM in Q1 2017 and held it in 18 quarters. The position peaked at $642K in Q4 2021. 58 funds tracked by Wall St. Rank hold FDM as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 8,928 First Trust Dow Jones Select MicroCap Index Fund shares in Q3 2023, an estimated $502K.
  • TD Ameritrade Investment Management first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q1 2017 and held it in 18 quarters.
  • TD Ameritrade Investment Management's First Trust Dow Jones Select MicroCap Index Fund position peaked at $642K in Q4 2021.
  • 58 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.