MWM
FDM icon

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

Mission 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 		$451K Buy
+4,849
New +$425K 0.01% 720

Other funds holding FDM

AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 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
NFG
Northbridge Financial Group Tampa, Florida $261M AUM
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

Mission Wealth Management's FDM Position: Q2 2026 in Review

Mission Wealth Management opened a new position in First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q2 2026: 4,849 shares worth $451K. The stake represents 0.01% of the portfolio and ranks #720 among its holdings.

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

  • Mission Wealth Management held 4,849 shares of First Trust Dow Jones Select MicroCap Index Fund worth $451K as of Q2 2026.
  • First Trust Dow Jones Select MicroCap Index Fund was a new Mission Wealth Management position in Q2 2026.
  • First Trust Dow Jones Select MicroCap Index Fund made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #720 holding.
  • 22 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.