US Bancorp’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

US Bancorp’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 Q1	–	Sell	-56	Closed	-$3K	–	3710
2019 Q4	$3K	Hold	56	–	–	﹤0.01%	3395
2019 Q3	$2K	Hold	56	–	–	﹤0.01%	3405
2019 Q2	$3K	Hold	56	–	–	﹤0.01%	3371
2019 Q1	$3K	Sell	56 -283	-83%	-$12.8K	﹤0.01%	3343
2018 Q4	$14K	Hold	339	–	–	﹤0.01%	2933
2018 Q3	$17K	Buy	+339	New	+$17.6K	﹤0.01%	2963

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

EWM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

US Bancorp's FDM Position: Q1 2020 in Review

US Bancorp sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q1 2020, closing a stake of 56 shares — an estimated $3K sold.

US Bancorp first reported a position in FDM in Q3 2018 and held it in 6 quarters. The position peaked at $17K in Q3 2018. 41 funds tracked by Wall St. Rank hold FDM as of Q1 2020.

US Bancorp reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q1 2020 after selling out during the quarter.
US Bancorp sold 56 First Trust Dow Jones Select MicroCap Index Fund shares in Q1 2020, an estimated $3K.
US Bancorp first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q3 2018 and held it in 6 quarters.
US Bancorp's First Trust Dow Jones Select MicroCap Index Fund position peaked at $17K in Q3 2018.
41 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q1 2020.

Based on US Bancorp's 13F filing for Q1 2020, filed 13 May 2020.