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
2026 Q2	$94.6K	Buy	+1,016	New	+$89K	﹤0.01%	2110
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

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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

&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

Global Retirement Partners's FDM Position: Q2 2026 in Review

Global Retirement Partners opened a new position in First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q2 2026: 1,016 shares worth $94.6K. The stake represents ﹤0.01% of the portfolio and ranks #2110 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FDM as recently as Q4 2025.

Global Retirement Partners first reported a position in FDM in Q4 2017 and has held it in 24 quarters since. The position peaked at $786K in Q2 2021. 93 funds tracked by Wall St. Rank hold FDM as of Q2 2026.

Global Retirement Partners held 1,016 shares of First Trust Dow Jones Select MicroCap Index Fund worth $94.6K as of Q2 2026.
First Trust Dow Jones Select MicroCap Index Fund was a new Global Retirement Partners position in Q2 2026.
First Trust Dow Jones Select MicroCap Index Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2110 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 24 quarters since.
Global Retirement Partners's First Trust Dow Jones Select MicroCap Index Fund position peaked at $786K in Q2 2021.
93 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.