MWM
FDM icon

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

Mosley 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 		$37.5K Buy
403
+3
+0.8% +$263 0.01% 278
2026
Q1 		$30.3K Buy
+400
New +$33.4K 0.01% 227

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

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

Mosley Wealth Management increased its First Trust Dow Jones Select MicroCap Index Fund (FDM) stake by 0.75% in Q2 2026, buying an estimated $263 and bringing the position to 403 shares worth $37.5K. The position accounts for 0.01% of the portfolio, ranked #278.

Mosley Wealth Management first reported a position in FDM in Q1 2026 and has held it in 2 quarters since. 46 funds tracked by Wall St. Rank hold FDM as of Q2 2026.

  • Mosley Wealth Management held 403 shares of First Trust Dow Jones Select MicroCap Index Fund worth $37.5K as of Q2 2026.
  • Mosley Wealth Management bought 3 First Trust Dow Jones Select MicroCap Index Fund shares in Q2 2026, an estimated $263.
  • First Trust Dow Jones Select MicroCap Index Fund made up 0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #278 holding.
  • Mosley Wealth Management first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q1 2026 and has held it in 2 quarters since.
  • 46 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.