IFWM
FDM icon

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

Institute for 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 		$13.9K Buy
+149
New +$13.1K ﹤0.01% 1238

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
PAG
Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
UFAC
Urban Financial Advisory Corp Chicago, Illinois $363M AUM 17.48% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
EF
Envision Financial Brookfield, Wisconsin $217M AUM 17.78% 1-Year Est. Return
NFW
Noble Family Wealth Clearwater, Florida $559M AUM 24.35% 1-Year Est. Return
NFG
Northbridge Financial Group Tampa, Florida $261M AUM

Institute for Wealth Management's FDM Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q2 2026: 149 shares worth $13.9K. The stake represents ﹤0.01% of the portfolio and ranks #1238 among its holdings.

48 funds tracked by Wall St. Rank hold FDM as of Q2 2026.

  • Institute for Wealth Management held 149 shares of First Trust Dow Jones Select MicroCap Index Fund worth $13.9K as of Q2 2026.
  • First Trust Dow Jones Select MicroCap Index Fund was a new Institute for Wealth Management position in Q2 2026.
  • First Trust Dow Jones Select MicroCap Index Fund made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1238 holding.
  • 48 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.