JO
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John Overdeck’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

John Overdeck’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 		$1.35M Buy
14,500
+3,800
+36% +$333K ﹤0.01% 3373
2026
Q1 		$878K Buy
10,700
+4,500
+73% +$376K ﹤0.01% 3358
2025
Q4 		$494K Sell
6,200
-7,400
-54% -$569K ﹤0.01% 3310
2025
Q3 		$1.03M Hold
13,600
– – ﹤0.01% 2553
2025
Q2 		$974K Sell
13,600
-500
-4% -$32.3K ﹤0.01% 2271
2025
Q1 		$877K Sell
14,100
-400
-3% -$27K ﹤0.01% 2248
2024
Q4 		$988K Buy
14,500
+11,000
+314% +$748K ﹤0.01% 2189
2024
Q3 		$224K Buy
+3,500
New +$219K ﹤0.01% 2774

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

John Overdeck's FDM Position: Q2 2026 in Review

John Overdeck increased its First Trust Dow Jones Select MicroCap Index Fund (FDM) stake by 36% in Q2 2026, buying an estimated $333K and bringing the position to 14,500 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #3373.

John Overdeck first reported a position in FDM in Q3 2024 and has held it in 8 quarters since. 93 funds tracked by Wall St. Rank hold FDM as of Q2 2026.

  • John Overdeck held 14,500 shares of First Trust Dow Jones Select MicroCap Index Fund worth $1.35M as of Q2 2026.
  • John Overdeck bought 3,800 First Trust Dow Jones Select MicroCap Index Fund shares in Q2 2026, an estimated $333K.
  • First Trust Dow Jones Select MicroCap Index Fund made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3373 holding.
  • John Overdeck first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q3 2024 and has held it in 8 quarters since.
  • 93 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.