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

Farther Finance 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
Q3 		$10.3K Hold
118
– – ﹤0.01% 4597
2026
Q2 		$11K Hold
118
– – ﹤0.01% 4357
2026
Q1 		$9.76K Hold
118
– – ﹤0.01% 4132
2025
Q4 		$9.39K Hold
118
– – ﹤0.01% 3967
2025
Q3 		$8.94K Hold
118
– – ﹤0.01% 3490
2025
Q2 		$8.45K Hold
118
– – ﹤0.01% 3158
2025
Q1 		$7.36K Hold
118
– – ﹤0.01% 2881
2024
Q4 		$8.04K Sell
118
-886
-88% -$60.3K ﹤0.01% 2466
2024
Q3 		$64.4K Hold
1,004
– – ﹤0.01% 1518
2024
Q2 		$59.4K Buy
+1,004
New +$61.2K ﹤0.01% 1349

Other funds holding FDM

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Farther Finance Advisors's FDM Position: Q3 2026 in Review

Farther Finance Advisors held its First Trust Dow Jones Select MicroCap Index Fund (FDM) position steady in Q3 2026 at 118 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4597.

Farther Finance Advisors first reported a position in FDM in Q2 2024 and has held it in 10 quarters since. The position peaked at $64.4K in Q3 2024. 3 funds tracked by Wall St. Rank hold FDM as of Q3 2026.

  • Farther Finance Advisors held 118 shares of First Trust Dow Jones Select MicroCap Index Fund worth $10.3K as of Q3 2026.
  • Farther Finance Advisors left its First Trust Dow Jones Select MicroCap Index Fund share count unchanged in Q3 2026.
  • First Trust Dow Jones Select MicroCap Index Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4597 holding.
  • Farther Finance Advisors first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q2 2024 and has held it in 10 quarters since.
  • Farther Finance Advisors's First Trust Dow Jones Select MicroCap Index Fund position peaked at $64.4K in Q3 2024.
  • 3 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.