Cogent Strategic Wealth’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Cogent Strategic Wealth’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	$346K	Buy	+3,713	New	+$325K	0.33%	43

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

Cogent Strategic Wealth's FDM Position: Q2 2026 in Review

Cogent Strategic Wealth opened a new position in First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q2 2026: 3,713 shares worth $346K. The stake represents 0.33% of the portfolio and ranks #43 among its holdings.

93 funds tracked by Wall St. Rank hold FDM as of Q2 2026.

Cogent Strategic Wealth held 3,713 shares of First Trust Dow Jones Select MicroCap Index Fund worth $346K as of Q2 2026.
First Trust Dow Jones Select MicroCap Index Fund was a new Cogent Strategic Wealth position in Q2 2026.
First Trust Dow Jones Select MicroCap Index Fund made up 0.33% of Cogent Strategic Wealth's portfolio in Q2 2026, its #43 holding.
93 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2026.

Based on Cogent Strategic Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.