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Glass Jacobson Investment Advisors’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Glass Jacobson Investment 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 		$5.5K Hold
59
– – ﹤0.01% 508
2026
Q1 		$4.83K Hold
59
– – ﹤0.01% 508
2025
Q4 		$4.67K Buy
59
+1
+2% +$77 ﹤0.01% 498
2025
Q3 		$4.42K Hold
58
– – ﹤0.01% 497
2025
Q2 		$4.17K Buy
+58
New +$3.75K ﹤0.01% 484

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
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
PAG
Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 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
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
UFAC
Urban Financial Advisory Corp Chicago, Illinois $363M AUM 17.48% 1-Year Est. Return

Glass Jacobson Investment Advisors's FDM Position: Q2 2026 in Review

Glass Jacobson Investment Advisors held its First Trust Dow Jones Select MicroCap Index Fund (FDM) position steady in Q2 2026 at 59 shares worth $5.5K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Glass Jacobson Investment Advisors first reported a position in FDM in Q2 2025 and has held it in 5 quarters since. 93 funds tracked by Wall St. Rank hold FDM as of Q2 2026.

  • Glass Jacobson Investment Advisors held 59 shares of First Trust Dow Jones Select MicroCap Index Fund worth $5.5K as of Q2 2026.
  • Glass Jacobson Investment Advisors left its First Trust Dow Jones Select MicroCap Index Fund share count unchanged in Q2 2026.
  • First Trust Dow Jones Select MicroCap Index Fund made up ﹤0.01% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #508 holding.
  • Glass Jacobson Investment Advisors first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q2 2025 and has held it in 5 quarters since.
  • 93 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.