HI
FDM icon

Harbour Investments’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Harbour Investments’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 		$71.6K Hold
769
– – ﹤0.01% 2210
2026
Q1 		$63.1K Hold
769
– – ﹤0.01% 2202
2025
Q4 		$61.2K Hold
769
– – ﹤0.01% 1871
2025
Q3 		$58.3K Hold
769
– – ﹤0.01% 1832
2025
Q2 		$55.1K Sell
769
-131
-15% -$8.46K ﹤0.01% 1763
2025
Q1 		$56K Sell
900
-46
-5% -$3.11K ﹤0.01% 1702
2024
Q4 		$64.5K Hold
946
– – ﹤0.01% 1586
2024
Q3 		$60.6K Sell
946
-198
-17% -$12.4K ﹤0.01% 1567
2024
Q2 		$68.6K Sell
1,144
-45
-4% -$2.74K ﹤0.01% 1414
2024
Q1 		$74.6K Hold
1,189
– – ﹤0.01% 1336
2023
Q4 		$72.9K Sell
1,189
-24
-2% -$1.34K ﹤0.01% 1276
2023
Q3 		$66.4K Buy
1,213
+74
+6% +$4.24K ﹤0.01% 1219
2023
Q2 		$64K Sell
1,139
-584
-34% -$31.1K ﹤0.01% 1250
2023
Q1 		$92.4K Sell
1,723
-1,344
-44% -$77.1K 0.01% 1082
2022
Q4 		$170K Sell
3,067
-125
-4% -$6.99K 0.01% 799
2022
Q3 		$167K Hold
3,192
– – 0.01% 762
2022
Q2 		$167K Buy
+3,192
New +$179K 0.01% 762
2021
Q4 		$205K Sell
3,210
-1,018
-24% -$64.1K 0.01% 712
2021
Q3 		$253K Buy
4,228
+154
+4% +$9.24K 0.01% 909
2021
Q2 		$252K Sell
4,074
-422
-9% -$25.6K 0.01% 939
2021
Q1 		$270K Buy
+4,496
New +$253K 0.01% 840

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

Harbour Investments's FDM Position: Q2 2026 in Review

Harbour Investments held its First Trust Dow Jones Select MicroCap Index Fund (FDM) position steady in Q2 2026 at 769 shares worth $71.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2210.

Harbour Investments first reported a position in FDM in Q1 2021 and has held it in 21 quarters since. The position peaked at $270K in Q1 2021. 93 funds tracked by Wall St. Rank hold FDM as of Q2 2026.

  • Harbour Investments held 769 shares of First Trust Dow Jones Select MicroCap Index Fund worth $71.6K as of Q2 2026.
  • Harbour Investments 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 Harbour Investments's portfolio in Q2 2026, its #2210 holding.
  • Harbour Investments first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's First Trust Dow Jones Select MicroCap Index Fund position peaked at $270K in Q1 2021.
  • 93 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.