AWM
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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
Q2 		$813K Sell
8,736
-235
-3% -$20.6K 0.01% 810
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
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

Apollon Wealth Management's FDM Position: Q2 2026 in Review

Apollon Wealth Management reduced its First Trust Dow Jones Select MicroCap Index Fund (FDM) stake by 2.6% in Q2 2026, selling an estimated $20.6K and leaving 8,736 shares worth $813K. The position accounts for 0.01% of the portfolio, ranked #810.

Apollon Wealth Management first reported a position in FDM in Q1 2025 and has held it in 6 quarters since. 93 funds tracked by Wall St. Rank hold FDM as of Q2 2026.

  • Apollon Wealth Management held 8,736 shares of First Trust Dow Jones Select MicroCap Index Fund worth $813K as of Q2 2026.
  • Apollon Wealth Management sold 235 First Trust Dow Jones Select MicroCap Index Fund shares in Q2 2026, an estimated $20.6K.
  • First Trust Dow Jones Select MicroCap Index Fund made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #810 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 6 quarters since.
  • 93 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.