GRP
FDM icon

Global Retirement Partners’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Global Retirement Partners’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
2025
Q4 		$80.9K Hold
1,016
– – ﹤0.01% 2041
2025
Q3 		$77K Hold
1,016
– – ﹤0.01% 1650
2025
Q2 		$72.8K Buy
+1,016
New +$65.6K ﹤0.01% 1583
2024
Q4 		$6.82K Sell
100
-72
-42% -$4.9K ﹤0.01% 2541
2024
Q3 		$11K Hold
172
– – ﹤0.01% 2260
2024
Q2 		$10.3K Hold
172
– – ﹤0.01% 2312
2024
Q1 		$10.8K Sell
172
-54
-24% -$3.22K ﹤0.01% 2092
2023
Q4 		$13K Hold
226
– – ﹤0.01% 1951
2023
Q3 		$12.1K Hold
226
– – ﹤0.01% 1872
2023
Q2 		$12.7K Hold
226
– – ﹤0.01% 1875
2023
Q1 		$11.4K Buy
226
+50
+28% +$2.87K ﹤0.01% 1873
2022
Q4 		$9.77K Hold
176
– – ﹤0.01% 1792
2022
Q3 		$10K Sell
176
-346
-66% -$19.3K ﹤0.01% 1679
2022
Q2 		$27K Hold
522
– – ﹤0.01% 1226
2022
Q1 		$28K Buy
+522
New +$31.8K ﹤0.01% 1212
2021
Q4 		– Sell
-9,931
Closed -$595K – 730
2021
Q3 		$595K Sell
9,931
-2,787
-22% -$167K 0.06% 272
2021
Q2 		$786K Buy
+12,718
New +$772K 0.08% 221
2019
Q2 		– Sell
-220
Closed -$10K – 1627
2019
Q1 		$10K Hold
220
– – ﹤0.01% 1055
2018
Q4 		$9K Hold
220
– – ﹤0.01% 1000
2018
Q3 		$11K Hold
220
– – ﹤0.01% 1002
2018
Q2 		$11K Hold
220
– – ﹤0.01% 971
2018
Q1 		$10K Hold
220
– – ﹤0.01% 966
2017
Q4 		$10K Buy
+220
New +$10.4K ﹤0.01% 898

Other funds holding FDM

CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $717M AUM 10.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Global Retirement Partners's FDM Position: Q4 2025 in Review

Global Retirement Partners held its First Trust Dow Jones Select MicroCap Index Fund (FDM) position steady in Q4 2025 at 1,016 shares worth $80.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2041.

Global Retirement Partners first reported a position in FDM in Q4 2017 and has held it in 23 quarters since. The position peaked at $786K in Q2 2021. 84 funds tracked by Wall St. Rank hold FDM as of Q4 2025.

  • Global Retirement Partners held 1,016 shares of First Trust Dow Jones Select MicroCap Index Fund worth $80.9K as of Q4 2025.
  • Global Retirement Partners left its First Trust Dow Jones Select MicroCap Index Fund share count unchanged in Q4 2025.
  • First Trust Dow Jones Select MicroCap Index Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2041 holding.
  • Global Retirement Partners first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q4 2017 and has held it in 23 quarters since.
  • Global Retirement Partners's First Trust Dow Jones Select MicroCap Index Fund position peaked at $786K in Q2 2021.
  • 84 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.