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FDM icon

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

Entelevest’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 		– Sell
-3,441
Closed -$274K – 150
2025
Q4 		$274K Buy
+3,441
New +$264K 0.27% 89

Other funds holding FDM

LPL Financial
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
PAG
Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 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 $72.7B AUM 26.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Entelevest's FDM Position: Q1 2026 in Review

Entelevest sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q1 2026, closing a stake of 3,441 shares — an estimated $274K sold.

Entelevest first reported a position in FDM in Q4 2025 and held it in 1 quarter. The position peaked at $274K in Q4 2025. 85 funds tracked by Wall St. Rank hold FDM as of Q1 2026.

  • Entelevest reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q1 2026 after selling out during the quarter.
  • Entelevest sold 3,441 First Trust Dow Jones Select MicroCap Index Fund shares in Q1 2026, an estimated $274K.
  • Entelevest first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q4 2025 and held it in 1 quarter.
  • Entelevest's First Trust Dow Jones Select MicroCap Index Fund position peaked at $274K in Q4 2025.
  • 85 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q1 2026.

Based on Entelevest's 13F filing for Q1 2026, filed 5 May 2026.