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Independent Financial Group’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Independent Financial Group’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 		$264K Sell
2,840
-228
-7% -$20K ﹤0.01% 1323
2026
Q1 		$252K Sell
3,068
-130
-4% -$10.8K 0.01% 1251
2025
Q4 		$255K Sell
3,198
-2,392
-43% -$184K 0.01% 1228
2025
Q3 		$423K Sell
5,590
-27
-0.5% -$1.99K 0.01% 919
2025
Q2 		$402K Sell
5,617
-200
-3% -$12.9K 0.01% 879
2025
Q1 		$362K Sell
5,817
-393
-6% -$26.5K 0.01% 857
2024
Q4 		$423K Buy
6,210
+552
+10% +$37.6K 0.01% 758
2024
Q3 		$363K Sell
5,658
-304
-5% -$19.1K 0.01% 793
2024
Q2 		$357K Sell
5,962
-307
-5% -$18.7K 0.01% 754
2024
Q1 		$393K Sell
6,269
-82
-1% -$4.89K 0.02% 670
2023
Q4 		$390K Sell
6,351
-58
-0.9% -$3.23K 0.02% 634
2023
Q3 		$351K Hold
6,409
– – 0.02% 598
2023
Q2 		$360K Sell
6,409
-436
-6% -$23.2K 0.02% 571
2023
Q1 		$367K Sell
6,845
-13
-0.2% -$745 0.03% 538
2022
Q4 		$381K Sell
6,858
-202
-3% -$11.3K 0.03% 499
2022
Q3 		$353K Sell
7,060
-44
-0.6% -$2.45K 0.03% 494
2022
Q2 		$372K Sell
7,104
-243
-3% -$13.6K 0.04% 447
2022
Q1 		$443K Sell
7,347
-387
-5% -$23.6K 0.04% 463
2021
Q4 		$495K Buy
7,734
+252
+3% +$15.9K 0.04% 425
2021
Q3 		$448K Buy
7,482
+360
+5% +$21.6K 0.05% 393
2021
Q2 		$440K Sell
7,122
-687
-9% -$41.7K 0.05% 405
2021
Q1 		$470K Sell
7,809
-201
-3% -$11.3K 0.06% 347
2020
Q4 		$384K Buy
8,010
+48
+0.6% +$2.08K 0.06% 362
2020
Q3 		$298K Buy
7,962
+430
+6% +$16.8K 0.06% 349
2020
Q2 		$295K Buy
+7,532
New +$268K 0.06% 320

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

Independent Financial Group's FDM Position: Q2 2026 in Review

Independent Financial Group reduced its First Trust Dow Jones Select MicroCap Index Fund (FDM) stake by 7.4% in Q2 2026, selling an estimated $20K and leaving 2,840 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #1323.

Independent Financial Group first reported a position in FDM in Q2 2020 and has held it in 25 quarters since. The position peaked at $495K in Q4 2021. 93 funds tracked by Wall St. Rank hold FDM as of Q2 2026.

  • Independent Financial Group held 2,840 shares of First Trust Dow Jones Select MicroCap Index Fund worth $264K as of Q2 2026.
  • Independent Financial Group sold 228 First Trust Dow Jones Select MicroCap Index Fund shares in Q2 2026, an estimated $20K.
  • First Trust Dow Jones Select MicroCap Index Fund made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1323 holding.
  • Independent Financial Group first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q2 2020 and has held it in 25 quarters since.
  • Independent Financial Group's First Trust Dow Jones Select MicroCap Index Fund position peaked at $495K in Q4 2021.
  • 93 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.