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Action Point Financial Planning’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Action Point Financial Planning’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
2026
Q2 		$37.8K Buy
+407
New +$35.7K ﹤0.01% 913

Other funds holding FDM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
UFAC
Urban Financial Advisory Corp Chicago, Illinois $363M AUM 17.48% 1-Year Est. Return

Action Point Financial Planning's FDM Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q2 2026: 407 shares worth $37.8K. The stake represents ﹤0.01% of the portfolio and ranks #913 among its holdings.

93 funds tracked by Wall St. Rank hold FDM as of Q2 2026.

  • Action Point Financial Planning held 407 shares of First Trust Dow Jones Select MicroCap Index Fund worth $37.8K as of Q2 2026.
  • First Trust Dow Jones Select MicroCap Index Fund was a new Action Point Financial Planning position in Q2 2026.
  • First Trust Dow Jones Select MicroCap Index Fund made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #913 holding.
  • 93 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.