Noble Family Wealth’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Noble Family Wealth’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	$1.17M	Sell	14,205 -736	-5%	-$61.4K	0.24%	38
2025 Q4	$1.19M	Sell	14,941 -420	-3%	-$32.3K	0.25%	38
2025 Q3	$1.16M	Hold	15,361	–	–	0.26%	38
2025 Q2	$1.1M	Sell	15,361 -660	-4%	-$42.6K	0.27%	38
2025 Q1	$996K	Sell	16,021 -3,384	-17%	-$229K	0.27%	35
2024 Q4	$1.32M	Sell	19,405 -581	-3%	-$39.5K	0.36%	32
2024 Q3	$1.28M	Sell	19,986 -2,102	-10%	-$132K	0.34%	34
2024 Q2	$1.32M	Sell	22,088 -1,911	-8%	-$116K	0.38%	34
2024 Q1	$1.51M	Sell	23,999 -3,772	-14%	-$225K	0.43%	34
2023 Q4	$1.7M	Sell	27,771 -455	-2%	-$25.4K	0.52%	34
2023 Q3	$1.55M	Sell	28,226 -2,003	-7%	-$115K	0.52%	33
2023 Q2	$1.7M	Sell	30,229 -886	-3%	-$47.2K	0.55%	33
2023 Q1	$1.67M	Buy	+31,115	New	+$1.78M	0.57%	33

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

Noble Family Wealth's FDM Position: Q1 2026 in Review

Noble Family Wealth reduced its First Trust Dow Jones Select MicroCap Index Fund (FDM) stake by 4.9% in Q1 2026, selling an estimated $61.4K and leaving 14,205 shares worth $1.17M. The position accounts for 0.24% of the portfolio, ranked #38.

Noble Family Wealth first reported a position in FDM in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.7M in Q4 2023. 85 funds tracked by Wall St. Rank hold FDM as of Q1 2026.

Noble Family Wealth held 14,205 shares of First Trust Dow Jones Select MicroCap Index Fund worth $1.17M as of Q1 2026.
Noble Family Wealth sold 736 First Trust Dow Jones Select MicroCap Index Fund shares in Q1 2026, an estimated $61.4K.
First Trust Dow Jones Select MicroCap Index Fund made up 0.24% of Noble Family Wealth's portfolio in Q1 2026, its #38 holding.
Noble Family Wealth first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q1 2023 and has held it in 13 quarters since.
Noble Family Wealth's First Trust Dow Jones Select MicroCap Index Fund position peaked at $1.7M in Q4 2023.
85 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q1 2026.

Based on Noble Family Wealth's 13F filing for Q1 2026, filed 9 Apr 2026.