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Ausdal Financial Partners’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Ausdal Financial 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
Q1 		$632K Buy
7,704
+2
+0% +$167 0.03% 510
2025
Q4 		$613K Buy
7,702
+5
+0.1% +$384 0.03% 480
2025
Q3 		$583K Sell
7,697
-68
-0.9% -$5.02K 0.03% 507
2025
Q2 		$556K Sell
7,765
-158
-2% -$10.2K 0.04% 407
2025
Q1 		$493K Sell
7,923
-168
-2% -$11.3K 0.04% 395
2024
Q4 		$551K Sell
8,091
-1,335
-14% -$90.8K 0.05% 340
2024
Q3 		$604K Sell
9,426
-74
-0.8% -$4.64K 0.06% 273
2024
Q2 		$569K Buy
9,500
+11
+0.1% +$670 0.06% 268
2024
Q1 		$596K Sell
9,489
-159
-2% -$9.47K 0.07% 240
2023
Q4 		$592K Sell
9,648
-28
-0.3% -$1.56K 0.07% 224
2023
Q3 		$530K Sell
9,676
-122
-1% -$6.98K 0.07% 240
2023
Q2 		$551K Sell
9,798
-16
-0.2% -$852 0.07% 227
2023
Q1 		$527K Sell
9,814
-81
-0.8% -$4.64K 0.07% 238
2022
Q4 		$549K Sell
9,895
-570
-5% -$31.9K 0.08% 233
2022
Q3 		$523K Buy
10,465
+41
+0.4% +$2.28K 0.08% 234
2022
Q2 		$546K Buy
10,424
+20
+0.2% +$1.12K 0.08% 241
2022
Q1 		$627K Buy
10,404
+50
+0.5% +$3.05K 0.09% 238
2021
Q4 		$662K Sell
10,354
-1,431
-12% -$90.1K 0.09% 235
2021
Q3 		$706K Sell
11,785
-50
-0.4% -$3K 0.11% 221
2021
Q2 		$731K Sell
11,835
-1,528
-11% -$92.7K 0.11% 204
2021
Q1 		$804K Sell
13,363
-688
-5% -$38.6K 0.14% 179
2020
Q4 		$673K Sell
14,051
-33,368
-70% -$1.45M 0.13% 181
2020
Q3 		$1.78M Buy
+47,419
New +$1.85M 0.43% 59

Other funds holding FDM

LPL Financial
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
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
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
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Ausdal Financial Partners's FDM Position: Q1 2026 in Review

Ausdal Financial Partners increased its First Trust Dow Jones Select MicroCap Index Fund (FDM) stake by 0.03% in Q1 2026, buying an estimated $167 and bringing the position to 7,704 shares worth $632K. The position accounts for 0.03% of the portfolio, ranked #510.

Ausdal Financial Partners first reported a position in FDM in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.78M in Q3 2020. 85 funds tracked by Wall St. Rank hold FDM as of Q1 2026.

  • Ausdal Financial Partners held 7,704 shares of First Trust Dow Jones Select MicroCap Index Fund worth $632K as of Q1 2026.
  • Ausdal Financial Partners bought 2 First Trust Dow Jones Select MicroCap Index Fund shares in Q1 2026, an estimated $167.
  • First Trust Dow Jones Select MicroCap Index Fund made up 0.03% of Ausdal Financial Partners's portfolio in Q1 2026, its #510 holding.
  • Ausdal Financial Partners first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q3 2020 and has held it in 23 quarters since.
  • Ausdal Financial Partners's First Trust Dow Jones Select MicroCap Index Fund position peaked at $1.78M in Q3 2020.
  • 85 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.