CFD
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Creative Financial Designs’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Creative Financial Designs’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 		$57.9K Buy
706
+76
+12% +$6.34K ﹤0.01% 854
2025
Q4 		$50.2K Buy
+630
New +$48.4K ﹤0.01% 862

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 $768M AUM 16.55% 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

Creative Financial Designs's FDM Position: Q1 2026 in Review

Creative Financial Designs increased its First Trust Dow Jones Select MicroCap Index Fund (FDM) stake by 12% in Q1 2026, buying an estimated $6.34K and bringing the position to 706 shares worth $57.9K. The position accounts for ﹤0.01% of the portfolio, ranked #854.

Creative Financial Designs first reported a position in FDM in Q4 2025 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold FDM as of Q1 2026.

  • Creative Financial Designs held 706 shares of First Trust Dow Jones Select MicroCap Index Fund worth $57.9K as of Q1 2026.
  • Creative Financial Designs bought 76 First Trust Dow Jones Select MicroCap Index Fund shares in Q1 2026, an estimated $6.34K.
  • First Trust Dow Jones Select MicroCap Index Fund made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #854 holding.
  • Creative Financial Designs first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q4 2025 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.