Winslow Evans & Crocker’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Winslow Evans & Crocker’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 Q4	$4K	Buy	+80	New	+$3.47K	﹤0.01%	1133

Other funds holding FDM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

EWM

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Winslow Evans & Crocker's FDM Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q4 2020: 80 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #1133 among its holdings.

57 funds tracked by Wall St. Rank hold FDM as of Q4 2020.

Winslow Evans & Crocker held 80 shares of First Trust Dow Jones Select MicroCap Index Fund worth $4K as of Q4 2020.
First Trust Dow Jones Select MicroCap Index Fund was a new Winslow Evans & Crocker position in Q4 2020.
First Trust Dow Jones Select MicroCap Index Fund made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1133 holding.
57 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.