Golden State Wealth Management’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Golden State Wealth Management’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	$23.7K	Hold	255	–	–	﹤0.01%	918
2026 Q1	$20.9K	Hold	255	–	–	﹤0.01%	904
2025 Q4	$20.3K	Hold	255	–	–	﹤0.01%	917
2025 Q3	$19.3K	Hold	255	–	–	﹤0.01%	918
2025 Q2	$18.3K	Hold	255	–	–	﹤0.01%	912
2025 Q1	$15.9K	Hold	255	–	–	﹤0.01%	862
2024 Q4	$17.4K	Buy	+255	New	+$17.3K	﹤0.01%	801
2020 Q2	–	Sell	-405	Closed	-$13K	–	479
2020 Q1	$13K	Buy	+405	New	+$17.6K	0.01%	570
2019 Q4	–	Sell	-565	Closed	-$26K	–	341
2019 Q3	$26K	Hold	565	–	–	0.01%	566
2019 Q2	$25K	Hold	565	–	–	0.01%	579
2019 Q1	$25K	Buy	+565	New	+$25.5K	0.01%	577

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

Golden State Wealth Management's FDM Position: Q2 2026 in Review

Golden State Wealth Management held its First Trust Dow Jones Select MicroCap Index Fund (FDM) position steady in Q2 2026 at 255 shares worth $23.7K. The position accounts for ﹤0.01% of the portfolio, ranked #918.

Golden State Wealth Management first reported a position in FDM in Q1 2019 and has held it in 11 quarters since. The position peaked at $26K in Q3 2019. 93 funds tracked by Wall St. Rank hold FDM as of Q2 2026.

Golden State Wealth Management held 255 shares of First Trust Dow Jones Select MicroCap Index Fund worth $23.7K as of Q2 2026.
Golden State Wealth Management 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 Golden State Wealth Management's portfolio in Q2 2026, its #918 holding.
Golden State Wealth Management first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's First Trust Dow Jones Select MicroCap Index Fund position peaked at $26K in Q3 2019.
93 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.