WEPOG
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Wealth Enhancement & Preservation of GA’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Wealth Enhancement & Preservation of GA’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
2021
Q2 		– Sell
-38,734
Closed -$2.31M – 54
2021
Q1 		$2.31M Buy
+38,734
New +$2.18M 1.78% 16

Other funds holding FDM

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's FDM Position: Q2 2021 in Review

Wealth Enhancement & Preservation of GA sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q2 2021, closing a stake of 38,734 shares — an estimated $2.31M sold.

Wealth Enhancement & Preservation of GA first reported a position in FDM in Q1 2021 and held it in 1 quarter. The position peaked at $2.31M in Q1 2021. 60 funds tracked by Wall St. Rank hold FDM as of Q2 2021.

  • Wealth Enhancement & Preservation of GA reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q2 2021 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 38,734 First Trust Dow Jones Select MicroCap Index Fund shares in Q2 2021, an estimated $2.31M.
  • Wealth Enhancement & Preservation of GA first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q1 2021 and held it in 1 quarter.
  • Wealth Enhancement & Preservation of GA's First Trust Dow Jones Select MicroCap Index Fund position peaked at $2.31M in Q1 2021.
  • 60 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2021.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q2 2021, filed 22 Jul 2021.