Ancora Advisors’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Ancora Advisors’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	$10.1K	Hold	108	–	–	﹤0.01%	1474
2026 Q1	$8.87K	Hold	108	–	–	﹤0.01%	1805
2025 Q4	$8.6K	Hold	108	–	–	﹤0.01%	1833
2025 Q3	$8.18K	Hold	108	–	–	﹤0.01%	1421
2025 Q2	$7.74K	Hold	108	–	–	﹤0.01%	1415
2025 Q1	$6.72K	Hold	108	–	–	﹤0.01%	1387
2024 Q4	$7.36K	Hold	108	–	–	﹤0.01%	1385
2024 Q3	$6.92K	Hold	108	–	–	﹤0.01%	1401
2024 Q2	$6.47K	Hold	108	–	–	﹤0.01%	1394
2024 Q1	$6.78K	Hold	108	–	–	﹤0.01%	1407
2023 Q4	$6.63K	Hold	108	–	–	﹤0.01%	1357
2023 Q3	$5.92K	Hold	108	–	–	﹤0.01%	1366
2023 Q2	$6.07K	Hold	108	–	–	﹤0.01%	1353
2023 Q1	$5.79K	Hold	108	–	–	﹤0.01%	1380
2022 Q4	$6K	Hold	108	–	–	﹤0.01%	1444
2022 Q3	$5K	Hold	108	–	–	﹤0.01%	1641
2022 Q2	$6K	Hold	108	–	–	﹤0.01%	1709
2022 Q1	$7K	Hold	108	–	–	﹤0.01%	1837
2021 Q4	$7K	Hold	108	–	–	﹤0.01%	1928
2021 Q3	$6K	Hold	108	–	–	﹤0.01%	1853
2021 Q2	$7K	Hold	108	–	–	﹤0.01%	1618
2021 Q1	$6K	Hold	108	–	–	﹤0.01%	1527
2020 Q4	$5K	Hold	108	–	–	﹤0.01%	1292
2020 Q3	$4K	Hold	108	–	–	﹤0.01%	1261
2020 Q2	$4K	Buy	+108	New	+$3.85K	﹤0.01%	1219

Other funds holding FDM

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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

&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

Ancora Advisors's FDM Position: Q2 2026 in Review

Ancora Advisors held its First Trust Dow Jones Select MicroCap Index Fund (FDM) position steady in Q2 2026 at 108 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1474.

Ancora Advisors first reported a position in FDM in Q2 2020 and has held it in 25 quarters since. 93 funds tracked by Wall St. Rank hold FDM as of Q2 2026.

Ancora Advisors held 108 shares of First Trust Dow Jones Select MicroCap Index Fund worth $10.1K as of Q2 2026.
Ancora Advisors 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 ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #1474 holding.
Ancora Advisors first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q2 2020 and has held it in 25 quarters since.
93 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.