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

Arkadios Wealth 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	–	Sell	-5,125	Closed	-$421K	–	1799
2026 Q1	$421K	Buy	+5,125	New	+$428K	0.01%	1198
2021 Q4	–	Sell	-373	Closed	-$22K	–	969
2021 Q3	$22K	Buy	373 +1	+0.3%	+$60	﹤0.01%	1172
2021 Q2	$23K	Hold	372	–	–	﹤0.01%	1218
2021 Q1	$22K	Buy	372 +1	+0.3%	+$56	﹤0.01%	943
2020 Q4	$17K	Buy	+371	New	+$16.1K	﹤0.01%	802

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

Arkadios Wealth Advisors's FDM Position: Q2 2026 in Review

Arkadios Wealth Advisors sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q2 2026, closing a stake of 5,125 shares — an estimated $421K sold.

Arkadios Wealth Advisors first reported a position in FDM in Q4 2020 and held it in 5 quarters. The position peaked at $421K in Q1 2026. 93 funds tracked by Wall St. Rank hold FDM as of Q2 2026.

Arkadios Wealth Advisors reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q2 2026 after selling out during the quarter.
Arkadios Wealth Advisors sold 5,125 First Trust Dow Jones Select MicroCap Index Fund shares in Q2 2026, an estimated $421K.
Arkadios Wealth Advisors first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q4 2020 and held it in 5 quarters.
Arkadios Wealth Advisors's First Trust Dow Jones Select MicroCap Index Fund position peaked at $421K in Q1 2026.
93 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.