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

TrueWealth LLC’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 Q2	$1K	Buy	+20	New	+$713	﹤0.01%	675

Other funds holding FDM

CCP

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

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

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

TrueWealth LLC's FDM Position: Q2 2020 in Review

TrueWealth LLC opened a new position in First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q2 2020: 20 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #675 among its holdings.

45 funds tracked by Wall St. Rank hold FDM as of Q2 2020.

TrueWealth LLC held 20 shares of First Trust Dow Jones Select MicroCap Index Fund worth $1K as of Q2 2020.
First Trust Dow Jones Select MicroCap Index Fund was a new TrueWealth LLC position in Q2 2020.
First Trust Dow Jones Select MicroCap Index Fund made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #675 holding.
45 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.