CAL
FDM icon

Capital Analysts LLC’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Capital Analysts LLC’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 		$7K Hold
83
– – ﹤0.01% 1315
2025
Q4 		$7K Hold
83
– – ﹤0.01% 1294
2025
Q3 		$6K Hold
83
– – ﹤0.01% 1276
2025
Q2 		$6K Hold
83
– – ﹤0.01% 1217
2025
Q1 		$5K Buy
+83
New +$5.61K ﹤0.01% 1223

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

Capital Analysts LLC's FDM Position: Q1 2026 in Review

Capital Analysts LLC held its First Trust Dow Jones Select MicroCap Index Fund (FDM) position steady in Q1 2026 at 83 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1315.

Capital Analysts LLC first reported a position in FDM in Q1 2025 and has held it in 5 quarters since. 85 funds tracked by Wall St. Rank hold FDM as of Q1 2026.

  • Capital Analysts LLC held 83 shares of First Trust Dow Jones Select MicroCap Index Fund worth $7K as of Q1 2026.
  • Capital Analysts LLC left its First Trust Dow Jones Select MicroCap Index Fund share count unchanged in Q1 2026.
  • First Trust Dow Jones Select MicroCap Index Fund made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #1315 holding.
  • Capital Analysts LLC first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q1 2025 and has held it in 5 quarters since.
  • 85 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.