EWA
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EverSource Wealth Advisors’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

EverSource Wealth 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 		$10.1K Buy
+109
New +$9.55K ﹤0.01% 2904

Other funds holding FDM

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
PAG
Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
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
NFW
Noble Family Wealth Clearwater, Florida $559M AUM 24.35% 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
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

EverSource Wealth Advisors's FDM Position: Q2 2026 in Review

EverSource Wealth Advisors opened a new position in First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q2 2026: 109 shares worth $10.1K. The stake represents ﹤0.01% of the portfolio and ranks #2904 among its holdings.

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

  • EverSource Wealth Advisors held 109 shares of First Trust Dow Jones Select MicroCap Index Fund worth $10.1K as of Q2 2026.
  • First Trust Dow Jones Select MicroCap Index Fund was a new EverSource Wealth Advisors position in Q2 2026.
  • First Trust Dow Jones Select MicroCap Index Fund made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2904 holding.
  • 41 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.