Apollon Wealth Management’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Apollon Wealth Management’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 Q1	$736K	Sell	8,971 -266	-3%	-$22.2K	0.01%	714
2025 Q4	$735K	Sell	9,237 -327	-3%	-$25.1K	0.01%	687
2025 Q3	$724K	Sell	9,564 -142	-1%	-$10.5K	0.01%	695
2025 Q2	$695K	Sell	9,706 -681	-7%	-$44K	0.01%	675
2025 Q1	$646K	Buy	+10,387	New	+$701K	0.01%	641

Other funds holding FDM

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Apollon Wealth Management's FDM Position: Q1 2026 in Review

Apollon Wealth Management reduced its First Trust Dow Jones Select MicroCap Index Fund (FDM) stake by 2.9% in Q1 2026, selling an estimated $22.2K and leaving 8,971 shares worth $736K. The position accounts for 0.01% of the portfolio, ranked #714.

Apollon Wealth Management first reported a position in FDM in Q1 2025 and has held it in 5 quarters since. 85 funds tracked by Wall St. Rank hold FDM as of Q1 2026.

Apollon Wealth Management held 8,971 shares of First Trust Dow Jones Select MicroCap Index Fund worth $736K as of Q1 2026.
Apollon Wealth Management sold 266 First Trust Dow Jones Select MicroCap Index Fund shares in Q1 2026, an estimated $22.2K.
First Trust Dow Jones Select MicroCap Index Fund made up 0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #714 holding.
Apollon Wealth Management first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q1 2025 and has held it in 5 quarters since.
85 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.