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

Waverly 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
2015
Q1 		– Sell
-402
Closed -$13K – 370
2014
Q4 		$13K Hold
402
– – 0.01% 264
2014
Q3 		$12K Buy
402
+175
+77% +$5.48K 0.01% 431
2014
Q2 		$7K Buy
+227
New +$7.12K ﹤0.01% 521

Other funds holding FDM

BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Waverly Advisors's FDM Position: Q1 2015 in Review

Waverly Advisors sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q1 2015, closing a stake of 402 shares — an estimated $13K sold.

Waverly Advisors first reported a position in FDM in Q2 2014 and held it in 3 quarters. The position peaked at $13K in Q4 2014. 26 funds tracked by Wall St. Rank hold FDM as of Q1 2015.

  • Waverly Advisors reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q1 2015 after selling out during the quarter.
  • Waverly Advisors sold 402 First Trust Dow Jones Select MicroCap Index Fund shares in Q1 2015, an estimated $13K.
  • Waverly Advisors first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q2 2014 and held it in 3 quarters.
  • Waverly Advisors's First Trust Dow Jones Select MicroCap Index Fund position peaked at $13K in Q4 2014.
  • 26 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q1 2015.

Based on Waverly Advisors's 13F filing for Q1 2015, filed 7 May 2015.