AP
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Aspect Partners’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Aspect Partners’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 		$232K Hold
2,489
– – 0.09% 74
2026
Q1 		$204K Hold
2,489
– – 0.08% 74
2025
Q4 		$198K Hold
2,489
– – 0.09% 73
2025
Q3 		$189K Hold
2,489
– – 0.09% 80
2025
Q2 		$178K Hold
2,489
– – 0.09% 83
2025
Q1 		$155K Hold
2,489
– – 0.09% 80
2024
Q4 		$170K Hold
2,489
– – 0.1% 73
2024
Q3 		$160K Hold
2,489
– – 0.09% 73
2024
Q2 		$149K Hold
2,489
– – 0.09% 82
2024
Q1 		$156K Hold
2,489
– – 0.12% 78
2023
Q4 		$153K Buy
+2,489
New +$139K 0.1% 75

Other funds holding FDM

AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 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
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Aspect Partners's FDM Position: Q2 2026 in Review

Aspect Partners held its First Trust Dow Jones Select MicroCap Index Fund (FDM) position steady in Q2 2026 at 2,489 shares worth $232K. The position accounts for 0.09% of the portfolio, ranked #74.

Aspect Partners first reported a position in FDM in Q4 2023 and has held it in 11 quarters since. 22 funds tracked by Wall St. Rank hold FDM as of Q2 2026.

  • Aspect Partners held 2,489 shares of First Trust Dow Jones Select MicroCap Index Fund worth $232K as of Q2 2026.
  • Aspect Partners 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 0.09% of Aspect Partners's portfolio in Q2 2026, its #74 holding.
  • Aspect Partners first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q4 2023 and has held it in 11 quarters since.
  • 22 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.