AFG
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Arkansas Financial Group’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Arkansas Financial Group’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 		$15.1M Sell
162,503
-2,136
-1% -$187K 1.97% 14
2026
Q1 		$14.1M Sell
164,639
-8,793
-5% -$734K 1.97% 14
2025
Q4 		$13.8M Sell
173,432
-2,264
-1% -$174K 1.99% 14
2025
Q3 		$13.3M Buy
175,696
+689
+0.4% +$50.8K 1.96% 15
2025
Q2 		$12.5M Buy
175,007
+11,503
+7% +$743K 1.95% 15
2025
Q1 		$9.39M Buy
163,504
+12,894
+9% +$871K 1.62% 16
2024
Q4 		$10.3M Buy
150,610
+3,842
+3% +$261K 1.66% 16
2024
Q3 		$9.41M Buy
146,768
+20,681
+16% +$1.3M 1.54% 17
2024
Q2 		$7.56M Buy
126,087
+31,755
+34% +$1.93M 1.35% 21
2024
Q1 		$5.92M Buy
94,332
+5,079
+6% +$303K 1.04% 27
2023
Q4 		$5.47M Buy
89,253
+39,507
+79% +$2.2M 1.01% 27
2023
Q3 		$2.73M Buy
49,746
+14,711
+42% +$842K 0.56% 31
2023
Q2 		$1.97M Buy
35,035
+7,773
+29% +$414K 0.39% 32
2023
Q1 		$1.46M Buy
27,262
+9,785
+56% +$561K 0.3% 33
2022
Q4 		$970K Buy
+17,477
New +$977K 0.21% 37

Other funds holding FDM

CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
EF
Envision Financial Brookfield, Wisconsin $217M AUM 17.78% 1-Year Est. Return
NFG
Northbridge Financial Group Tampa, Florida $261M AUM
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Arkansas Financial Group's FDM Position: Q2 2026 in Review

Arkansas Financial Group reduced its First Trust Dow Jones Select MicroCap Index Fund (FDM) stake by 1.3% in Q2 2026, selling an estimated $187K and leaving 162,503 shares worth $15.1M. The position accounts for 1.97% of the portfolio, ranked #14.

Arkansas Financial Group first reported a position in FDM in Q4 2022 and has held it in 15 quarters since. 31 funds tracked by Wall St. Rank hold FDM as of Q2 2026.

  • Arkansas Financial Group held 162,503 shares of First Trust Dow Jones Select MicroCap Index Fund worth $15.1M as of Q2 2026.
  • Arkansas Financial Group sold 2,136 First Trust Dow Jones Select MicroCap Index Fund shares in Q2 2026, an estimated $187K.
  • First Trust Dow Jones Select MicroCap Index Fund made up 1.97% of Arkansas Financial Group's portfolio in Q2 2026, its #14 holding.
  • Arkansas Financial Group first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q4 2022 and has held it in 15 quarters since.
  • 31 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2026.

Based on Arkansas Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.