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

Valeo 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
2020
Q3 		– Sell
-206
Closed -$8K – 1764
2020
Q2 		$8K Buy
+206
New +$7.34K ﹤0.01% 1349

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CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 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
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Valeo Financial Advisors's FDM Position: Q3 2020 in Review

Valeo Financial Advisors sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q3 2020, closing a stake of 206 shares — an estimated $8K sold.

Valeo Financial Advisors first reported a position in FDM in Q2 2020 and held it in 1 quarter. The position peaked at $8K in Q2 2020. 49 funds tracked by Wall St. Rank hold FDM as of Q3 2020.

  • Valeo Financial Advisors reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 206 First Trust Dow Jones Select MicroCap Index Fund shares in Q3 2020, an estimated $8K.
  • Valeo Financial Advisors first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q2 2020 and held it in 1 quarter.
  • Valeo Financial Advisors's First Trust Dow Jones Select MicroCap Index Fund position peaked at $8K in Q2 2020.
  • 49 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.