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Allworth Financial’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Allworth Financial’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 		$1.06M Buy
11,424
+11
+0.1% +$964 ﹤0.01% 719
2026
Q1 		$937K Sell
11,413
-366
-3% -$30.5K ﹤0.01% 729
2025
Q4 		$938K Sell
11,779
-23
-0.2% -$1.77K ﹤0.01% 718
2025
Q3 		$894K Sell
11,802
-2,625
-18% -$194K ﹤0.01% 703
2025
Q2 		$1.03M Sell
14,427
-88
-0.6% -$5.68K ﹤0.01% 634
2025
Q1 		$883K Buy
14,515
+13
+0.1% +$878 0.01% 551
2024
Q4 		$1.02M Sell
14,502
-930
-6% -$63.3K 0.01% 535
2024
Q3 		$989K Sell
15,432
-1,270
-8% -$79.6K 0.01% 439
2024
Q2 		$1.07M Buy
+16,702
New +$1.02M 0.01% 416

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

Allworth Financial's FDM Position: Q2 2026 in Review

Allworth Financial increased its First Trust Dow Jones Select MicroCap Index Fund (FDM) stake by 0.1% in Q2 2026, buying an estimated $964 and bringing the position to 11,424 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #719.

Allworth Financial first reported a position in FDM in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.07M in Q2 2024. 93 funds tracked by Wall St. Rank hold FDM as of Q2 2026.

  • Allworth Financial held 11,424 shares of First Trust Dow Jones Select MicroCap Index Fund worth $1.06M as of Q2 2026.
  • Allworth Financial bought 11 First Trust Dow Jones Select MicroCap Index Fund shares in Q2 2026, an estimated $964.
  • First Trust Dow Jones Select MicroCap Index Fund made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #719 holding.
  • Allworth Financial first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q2 2024 and has held it in 9 quarters since.
  • Allworth Financial's First Trust Dow Jones Select MicroCap Index Fund position peaked at $1.07M in Q2 2024.
  • 93 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.