UCFA
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United Capital Financial Advisors’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

United Capital Financial Advisors’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
2017
Q1 		– Sell
-301,560
Closed -$13.3M – 1255
2016
Q4 		$13.3M Buy
+301,560
New +$11.9M 0.13% 177

Other funds holding FDM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

United Capital Financial Advisors's FDM Position: Q1 2017 in Review

United Capital Financial Advisors sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q1 2017, closing a stake of 301,560 shares — an estimated $13.3M sold.

United Capital Financial Advisors first reported a position in FDM in Q4 2016 and held it in 1 quarter. The position peaked at $13.3M in Q4 2016. 35 funds tracked by Wall St. Rank hold FDM as of Q1 2017.

  • United Capital Financial Advisors reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q1 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 301,560 First Trust Dow Jones Select MicroCap Index Fund shares in Q1 2017, an estimated $13.3M.
  • United Capital Financial Advisors first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q4 2016 and held it in 1 quarter.
  • United Capital Financial Advisors's First Trust Dow Jones Select MicroCap Index Fund position peaked at $13.3M in Q4 2016.
  • 35 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q1 2017.

Based on United Capital Financial Advisors's 13F filing for Q1 2017, filed 12 May 2017.