Almanack Investment Partners’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Almanack Investment Partners’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
2025 Q3	–	Sell	-4,110	Closed	-$294K	–	211
2025 Q2	$294K	Buy	+4,110	New	+$265K	0.05%	162
2022 Q4	–	Sell	-2,489	Closed	-$124K	–	505
2022 Q3	$124K	Buy	+2,489	New	+$139K	0.02%	170
2022 Q2	–	Sell	-3,755	Closed	-$226K	–	473
2022 Q1	$226K	Hold	3,755	–	–	0.02%	427
2021 Q4	$240K	Hold	3,755	–	–	0.02%	430
2021 Q3	$225K	Hold	3,755	–	–	0.02%	439
2021 Q2	$232K	Hold	3,755	–	–	0.02%	373
2021 Q1	$226K	Sell	3,755 -2,178	-37%	-$122K	0.02%	371
2020 Q4	$284K	Hold	5,933	–	–	0.03%	297
2020 Q3	$255K	Buy	+5,933	New	+$232K	0.03%	329

Other funds holding FDM

CPIG

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

PAG

Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $717M AUM 10.97% 1-Year Est. Return

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

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

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

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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Almanack Investment Partners's FDM Position: Q3 2025 in Review

Almanack Investment Partners sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q3 2025, closing a stake of 4,110 shares — an estimated $294K sold.

Almanack Investment Partners first reported a position in FDM in Q3 2020 and held it in 9 quarters. The position peaked at $294K in Q2 2025. 75 funds tracked by Wall St. Rank hold FDM as of Q3 2025.

Almanack Investment Partners reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q3 2025 after selling out during the quarter.
Almanack Investment Partners sold 4,110 First Trust Dow Jones Select MicroCap Index Fund shares in Q3 2025, an estimated $294K.
Almanack Investment Partners first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q3 2020 and held it in 9 quarters.
Almanack Investment Partners's First Trust Dow Jones Select MicroCap Index Fund position peaked at $294K in Q2 2025.
75 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q3 2025.

Based on Almanack Investment Partners's 13F filing for Q3 2025, filed 22 Oct 2025.