Fifth Third Securities’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Fifth Third Securities’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	$805K	Sell	8,646 -1,089	-11%	-$95.4K	0.05%	243
2026 Q1	$799K	Sell	9,735 -10	-0.1%	-$834	0.05%	225
2025 Q4	$776K	Buy	9,745 +790	+9%	+$60.7K	0.05%	219
2025 Q3	$678K	Buy	8,955 +269	+3%	+$19.8K	0.05%	221
2025 Q2	$622K	Buy	8,686 +1,715	+25%	+$111K	0.05%	222
2025 Q1	$433K	Sell	6,971 -38	-0.5%	-$2.57K	0.04%	250
2024 Q4	$478K	Buy	7,009 +1,439	+26%	+$97.9K	0.04%	237
2024 Q3	$357K	Hold	5,570	–	–	0.03%	224
2024 Q2	$334K	Buy	+5,570	New	+$339K	0.03%	246

Other funds holding FDM

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Envision Financial Brookfield, Wisconsin $217M AUM 17.78% 1-Year Est. Return

Northbridge Financial Group Tampa, Florida $260M AUM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return