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CoreCap Advisors’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

CoreCap Advisors’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 		$239K Buy
2,571
+50
+2% +$4.38K 0.01% 798
2026
Q1 		$207K Buy
2,521
+6
+0.2% +$501 0.01% 792
2025
Q4 		$200K Buy
2,515
+461
+22% +$35.4K 0.01% 793
2025
Q3 		$156K Buy
2,054
+74
+4% +$5.46K 0.01% 875
2025
Q2 		$142K Sell
1,980
-87
-4% -$5.62K 0.01% 862
2025
Q1 		$129K Buy
2,067
+72
+4% +$4.86K 0.01% 815
2024
Q4 		$136K Buy
1,995
+132
+7% +$8.98K 0.01% 824
2024
Q3 		$119K Buy
1,863
+5
+0.3% +$313 0.01% 841
2024
Q2 		$111K Buy
1,858
+52
+3% +$3.17K 0.01% 473
2024
Q1 		$113K Buy
+1,806
New +$108K 0.01% 797
2022
Q4 		$80.8K Buy
+1,456
New +$81.4K 0.01% 810
2022
Q3 		– Sell
-934
Closed -$49K – 1037
2022
Q2 		$49K Buy
+934
New +$52.3K ﹤0.01% 945
2022
Q1 		– Sell
-730
Closed -$47K – 1041
2021
Q4 		$47K Buy
+730
New +$46K ﹤0.01% 1019

Other funds holding FDM

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
EF
Envision Financial Brookfield, Wisconsin $217M AUM 17.78% 1-Year Est. Return
NFG
Northbridge Financial Group Tampa, Florida $261M AUM
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return

CoreCap Advisors's FDM Position: Q2 2026 in Review

CoreCap Advisors increased its First Trust Dow Jones Select MicroCap Index Fund (FDM) stake by 2% in Q2 2026, buying an estimated $4.38K and bringing the position to 2,571 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #798.

CoreCap Advisors first reported a position in FDM in Q4 2021 and has held it in 13 quarters since. 12 funds tracked by Wall St. Rank hold FDM as of Q2 2026.

  • CoreCap Advisors held 2,571 shares of First Trust Dow Jones Select MicroCap Index Fund worth $239K as of Q2 2026.
  • CoreCap Advisors bought 50 First Trust Dow Jones Select MicroCap Index Fund shares in Q2 2026, an estimated $4.38K.
  • First Trust Dow Jones Select MicroCap Index Fund made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #798 holding.
  • CoreCap Advisors first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q4 2021 and has held it in 13 quarters since.
  • 12 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.