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Allodium Investment Consultants’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Allodium Investment Consultants’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 		$317K Hold
3,403
– – 0.13% 49
2026
Q1 		$279K Hold
3,403
– – 0.13% 49
2025
Q4 		$271K Hold
3,403
– – 0.14% 48
2025
Q3 		$258K Hold
3,403
– – 0.15% 46
2025
Q2 		$244K Hold
3,403
– – 0.15% 46
2025
Q1 		$212K Hold
3,403
– – 0.16% 44
2024
Q4 		$232K Buy
+3,403
New +$232K 0.19% 44

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
PAG
Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
UFAC
Urban Financial Advisory Corp Chicago, Illinois $363M AUM 17.48% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
EF
Envision Financial Brookfield, Wisconsin $217M AUM 17.78% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $536M AUM 19.75% 1-Year Est. Return
NFW
Noble Family Wealth Clearwater, Florida $559M AUM 24.35% 1-Year Est. Return

Allodium Investment Consultants's FDM Position: Q2 2026 in Review

Allodium Investment Consultants held its First Trust Dow Jones Select MicroCap Index Fund (FDM) position steady in Q2 2026 at 3,403 shares worth $317K. The position accounts for 0.13% of the portfolio, ranked #49.

Allodium Investment Consultants first reported a position in FDM in Q4 2024 and has held it in 7 quarters since. 56 funds tracked by Wall St. Rank hold FDM as of Q2 2026.

  • Allodium Investment Consultants held 3,403 shares of First Trust Dow Jones Select MicroCap Index Fund worth $317K as of Q2 2026.
  • Allodium Investment Consultants left its First Trust Dow Jones Select MicroCap Index Fund share count unchanged in Q2 2026.
  • First Trust Dow Jones Select MicroCap Index Fund made up 0.13% of Allodium Investment Consultants's portfolio in Q2 2026, its #49 holding.
  • Allodium Investment Consultants first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q4 2024 and has held it in 7 quarters since.
  • 56 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2026.

Based on Allodium Investment Consultants's 13F filing for Q2 2026, filed 14 Jul 2026.