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Woodward Diversified Capital’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Woodward Diversified Capital’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
2024
Q2 		– Sell
-3,266
Closed -$670K – 162
2024
Q1 		$670K Sell
3,266
-83
-2% -$4.95K 0.42% 67
2023
Q4 		$625K Buy
+3,349
New +$187K 0.39% 69

Other funds holding FDM

HAS
Horizon Advisory Services West Henrietta, New York $195M AUM 14.6% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 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
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAM
Smithbridge Asset Management Chadds Ford, Pennsylvania $734M AUM 34.06% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Woodward Diversified Capital's FDM Position: Q2 2024 in Review

Woodward Diversified Capital sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q2 2024, closing a stake of 3,266 shares — an estimated $670K sold.

Woodward Diversified Capital first reported a position in FDM in Q4 2023 and held it in 2 quarters. The position peaked at $670K in Q1 2024. 62 funds tracked by Wall St. Rank hold FDM as of Q2 2024.

  • Woodward Diversified Capital reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q2 2024 after selling out during the quarter.
  • Woodward Diversified Capital sold 3,266 First Trust Dow Jones Select MicroCap Index Fund shares in Q2 2024, an estimated $670K.
  • Woodward Diversified Capital first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q4 2023 and held it in 2 quarters.
  • Woodward Diversified Capital's First Trust Dow Jones Select MicroCap Index Fund position peaked at $670K in Q1 2024.
  • 62 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2024.

Based on Woodward Diversified Capital's 13F filing for Q2 2024, filed 31 Jul 2024.