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WealthSource Partners’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

WealthSource Partners’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
2022
Q3 		– Sell
-4,518
Closed -$237K – 509
2022
Q2 		$237K Sell
4,518
-13,095
-74% -$733K 0.02% 446
2022
Q1 		$1.06M Buy
+17,613
New +$1.07M 0.07% 208

Other funds holding FDM

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 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
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 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
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

WealthSource Partners's FDM Position: Q3 2022 in Review

WealthSource Partners sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q3 2022, closing a stake of 4,518 shares — an estimated $237K sold.

WealthSource Partners first reported a position in FDM in Q1 2022 and held it in 2 quarters. The position peaked at $1.06M in Q1 2022. 60 funds tracked by Wall St. Rank hold FDM as of Q3 2022.

  • WealthSource Partners reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q3 2022 after selling out during the quarter.
  • WealthSource Partners sold 4,518 First Trust Dow Jones Select MicroCap Index Fund shares in Q3 2022, an estimated $237K.
  • WealthSource Partners first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q1 2022 and held it in 2 quarters.
  • WealthSource Partners's First Trust Dow Jones Select MicroCap Index Fund position peaked at $1.06M in Q1 2022.
  • 60 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q3 2022.

Based on WealthSource Partners's 13F filing for Q3 2022, filed 15 Nov 2022.