Chicago Partners Investment Group’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Chicago Partners Investment Group’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	$16.8M	Buy	192,065 +1,587	+0.8%	+$132K	0.38%	60
2025 Q4	$15.8M	Sell	190,478 -846	-0.4%	-$65K	0.39%	59
2025 Q3	$14.4M	Buy	191,324 +626	+0.3%	+$46.2K	0.38%	59
2025 Q2	$14M	Sell	190,698 -314	-0.2%	-$20.3K	0.4%	55
2025 Q1	$11.8M	Buy	191,012 +3,297	+2%	+$223K	0.39%	58
2024 Q4	$12.6M	Buy	187,715 +2,015	+1%	+$137K	0.42%	56
2024 Q3	$11.9M	Buy	185,700 +4,074	+2%	+$255K	0.43%	52
2024 Q2	$12M	Buy	181,626 +4,798	+3%	+$292K	0.46%	50
2024 Q1	$10.7M	Buy	176,828 +7,290	+4%	+$434K	0.45%	51
2023 Q4	$10M	Buy	169,538 +9,581	+6%	+$534K	0.46%	50
2023 Q3	$8.34M	Buy	159,957 +5,952	+4%	+$341K	0.45%	52
2023 Q2	$9.19M	Buy	154,005 +10,000	+7%	+$532K	0.48%	49
2023 Q1	$7.48M	Buy	144,005 +10,222	+8%	+$586K	0.44%	54
2022 Q4	$8.13M	Buy	133,783 +9,655	+8%	+$540K	0.5%	47
2022 Q3	$7.14M	Buy	124,128 +3,390	+3%	+$189K	0.51%	44
2022 Q2	$7.03M	Buy	120,738 +3,035	+3%	+$170K	0.51%	46
2022 Q1	$6.39M	Sell	117,703 -7,253	-6%	-$442K	0.49%	48
2021 Q4	$7.51M	Buy	124,956 +26,685	+27%	+$1.68M	0.53%	43
2021 Q3	$6.54M	Buy	98,271 +3,663	+4%	+$220K	0.46%	52
2021 Q2	$5.65M	Buy	94,608 +6,023	+7%	+$365K	0.42%	57
2021 Q1	$5.3M	Buy	88,585 +2,812	+3%	+$158K	0.44%	56
2020 Q4	$4.5M	Buy	85,773 +5,658	+7%	+$246K	0.43%	54
2020 Q3	$3.23M	Sell	80,115 -13,341	-14%	-$522K	0.38%	52
2020 Q2	$3.64M	Buy	93,456 +7,578	+9%	+$270K	0.45%	48
2020 Q1	$2.8M	Buy	85,878 +4,088	+5%	+$178K	0.43%	48
2019 Q4	$4.14M	Buy	81,790 +3,947	+5%	+$188K	0.51%	43
2019 Q3	$3.59M	Buy	77,843 +2,325	+3%	+$105K	0.51%	44
2019 Q2	$3.38M	Buy	75,518 +4,214	+6%	+$189K	0.48%	42
2019 Q1	$3.25M	Buy	71,304 +7,121	+11%	+$321K	0.48%	48
2018 Q4	$2.79M	Sell	64,183 -3,542	-5%	-$161K	0.41%	55
2018 Q3	$3.09M	Buy	67,725 +9,694	+17%	+$504K	0.46%	46
2018 Q2	$2.96M	Buy	58,031 +762	+1%	+$37.8K	0.46%	44
2018 Q1	$2.71M	Buy	57,269 +3,178	+6%	+$151K	0.46%	42
2017 Q4	$2.57M	Buy	54,091 +5,493	+11%	+$259K	0.42%	45
2017 Q3	$2.25M	Buy	48,598 +1,641	+3%	+$71.8K	0.38%	52
2017 Q2	$2.07M	Buy	46,957 +34,080	+265%	+$1.46M	0.54%	43
2017 Q1	$548K	Buy	12,877 +4,860	+61%	+$208K	0.16%	102
2016 Q4	$354K	Buy	8,017 +1,732	+28%	+$68.4K	0.13%	123
2016 Q3	$228K	Sell	6,285 -2,720	-30%	-$96.6K	0.09%	157
2016 Q2	$301K	Buy	9,005 +3	+0%	+$100	0.14%	102
2016 Q1	$298K	Buy	9,002 +1,555	+21%	+$48.2K	0.15%	89
2015 Q4	$245K	Hold	7,447	–	–	0.12%	133
2015 Q3	$236K	Hold	7,447	–	–	0.13%	105
2015 Q2	$258K	Sell	7,447 -116	-2%	-$3.98K	0.12%	113
2015 Q1	$253K	Buy	7,563 +1,430	+23%	+$47.1K	0.11%	112
2014 Q4	$205K	Buy	+6,133	New	+$193K	0.09%	118

Other funds holding FDM

LPL Financial San Diego, California $377B AUM 19.32% 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 $768M AUM 16.55% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Chicago Partners Investment Group's FDM Position: Q1 2026 in Review

Chicago Partners Investment Group increased its First Trust Dow Jones Select MicroCap Index Fund (FDM) stake by 0.83% in Q1 2026, buying an estimated $132K and bringing the position to 192,065 shares worth $16.8M. The position accounts for 0.38% of the portfolio, ranked #60.

Chicago Partners Investment Group first reported a position in FDM in Q4 2014 and has held it in 46 quarters since. 85 funds tracked by Wall St. Rank hold FDM as of Q1 2026.

Chicago Partners Investment Group held 192,065 shares of First Trust Dow Jones Select MicroCap Index Fund worth $16.8M as of Q1 2026.
Chicago Partners Investment Group bought 1,587 First Trust Dow Jones Select MicroCap Index Fund shares in Q1 2026, an estimated $132K.
First Trust Dow Jones Select MicroCap Index Fund made up 0.38% of Chicago Partners Investment Group's portfolio in Q1 2026, its #60 holding.
Chicago Partners Investment Group first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q4 2014 and has held it in 46 quarters since.
85 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.