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 Q2	$8K	Hold	83	–	–	﹤0.01%	1328
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

PAG

Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

UFAC

Urban Financial Advisory Corp Chicago, Illinois $363M AUM 17.48% 1-Year Est. Return

Capital Analysts LLC's FDM Position: Q2 2026 in Review

Capital Analysts LLC held its First Trust Dow Jones Select MicroCap Index Fund (FDM) position steady in Q2 2026 at 83 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1328.

Capital Analysts LLC first reported a position in FDM in Q1 2025 and has held it in 6 quarters since. 93 funds tracked by Wall St. Rank hold FDM as of Q2 2026.

Capital Analysts LLC held 83 shares of First Trust Dow Jones Select MicroCap Index Fund worth $8K as of Q2 2026.
Capital Analysts LLC 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 ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1328 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 6 quarters since.
93 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.