Northbridge Financial Group’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Northbridge Financial Group’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	$1.17M	Sell	12,565 -1,874	-13%	-$164K	0.45%	51
2026 Q1	$1.26M	Sell	14,439 -548	-4%	-$45.7K	0.54%	41
2025 Q4	$1.19M	Buy	+14,987	New	+$1.15M	0.54%	45

Other funds holding FDM

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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

&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

Northbridge Financial Group's FDM Position: Q2 2026 in Review

Northbridge Financial Group reduced its First Trust Dow Jones Select MicroCap Index Fund (FDM) stake by 13% in Q2 2026, selling an estimated $164K and leaving 12,565 shares worth $1.17M. The position accounts for 0.45% of the portfolio, ranked #51.

Northbridge Financial Group first reported a position in FDM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.26M in Q1 2026. 93 funds tracked by Wall St. Rank hold FDM as of Q2 2026.

Northbridge Financial Group held 12,565 shares of First Trust Dow Jones Select MicroCap Index Fund worth $1.17M as of Q2 2026.
Northbridge Financial Group sold 1,874 First Trust Dow Jones Select MicroCap Index Fund shares in Q2 2026, an estimated $164K.
First Trust Dow Jones Select MicroCap Index Fund made up 0.45% of Northbridge Financial Group's portfolio in Q2 2026, its #51 holding.
Northbridge Financial Group first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q4 2025 and has held it in 3 quarters since.
Northbridge Financial Group's First Trust Dow Jones Select MicroCap Index Fund position peaked at $1.26M in Q1 2026.
93 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2026.

Based on Northbridge Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.