Kendall Capital Management’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Kendall Capital 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 Q1	$2M	Buy	24,307 +2,098	+9%	+$175K	0.41%	60
2025 Q4	$1.77M	Hold	22,209	–	–	0.37%	65
2025 Q3	$1.68M	Hold	22,209	–	–	0.38%	65
2025 Q2	$1.59M	Buy	22,209 +190	+0.9%	+$12.3K	0.42%	62
2025 Q1	$1.37M	Sell	22,019 -148	-0.7%	-$9.99K	0.4%	66
2024 Q4	$1.51M	Buy	22,167 +260	+1%	+$17.7K	0.44%	63
2024 Q3	$1.4M	Buy	21,907 +148	+0.7%	+$9.27K	0.43%	68
2024 Q2	$1.3M	Hold	21,759	–	–	0.43%	68
2024 Q1	$1.37M	Buy	21,759 +5,835	+37%	+$348K	0.47%	67
2023 Q4	$977K	Buy	+15,924	New	+$888K	0.38%	84

Other funds holding FDM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

PAG

Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $717M AUM 10.97% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Kendall Capital Management's FDM Position: Q1 2026 in Review

Kendall Capital Management increased its First Trust Dow Jones Select MicroCap Index Fund (FDM) stake by 9.4% in Q1 2026, buying an estimated $175K and bringing the position to 24,307 shares worth $2M. The position accounts for 0.41% of the portfolio, ranked #60.

Kendall Capital Management first reported a position in FDM in Q4 2023 and has held it in 10 quarters since. 85 funds tracked by Wall St. Rank hold FDM as of Q1 2026.

Kendall Capital Management held 24,307 shares of First Trust Dow Jones Select MicroCap Index Fund worth $2M as of Q1 2026.
Kendall Capital Management bought 2,098 First Trust Dow Jones Select MicroCap Index Fund shares in Q1 2026, an estimated $175K.
First Trust Dow Jones Select MicroCap Index Fund made up 0.41% of Kendall Capital Management's portfolio in Q1 2026, its #60 holding.
Kendall Capital Management first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q4 2023 and has held it in 10 quarters since.
85 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q1 2026.

Based on Kendall Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.