Bearing Point Capital
FDM icon

Bearing Point Capital’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Bearing Point Capital’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
Q3 		$2.61M Buy
+29,774
New +$2.74M 0.34% 69

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Private Advisory Group
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UFAC
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HB Wealth Management
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Walkner Condon Financial Advisors
Walkner Condon Financial Advisors Madison, Wisconsin $911M AUM 13.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Empirical Wealth Management
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Bearing Point Capital's FDM Position: Q3 2026 in Review

Bearing Point Capital opened a new position in First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q3 2026: 29,774 shares worth $2.61M. The stake represents 0.34% of the portfolio and ranks #69 among its holdings.

63 funds tracked by Wall St. Rank hold FDM as of Q3 2026.

  • Bearing Point Capital held 29,774 shares of First Trust Dow Jones Select MicroCap Index Fund worth $2.61M as of Q3 2026.
  • First Trust Dow Jones Select MicroCap Index Fund was a new Bearing Point Capital position in Q3 2026.
  • First Trust Dow Jones Select MicroCap Index Fund made up 0.34% of Bearing Point Capital's portfolio in Q3 2026, its #69 holding.
  • 63 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q3 2026.

Based on Bearing Point Capital's 13F filing for Q3 2026, filed 13 Nov 2026.