&Partners’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

&Partners’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	$4.04M	Buy	43,752 +929	+2%	+$81.4K	0.02%	682
2026 Q1	$3.52M	Sell	42,823 -2,194	-5%	-$183K	0.02%	657
2025 Q4	$3.58M	Buy	45,017 +763	+2%	+$58.6K	0.02%	617
2025 Q3	$3.36M	Buy	44,254 +1,384	+3%	+$102K	0.02%	547
2025 Q2	$3.07M	Buy	42,870 +3,215	+8%	+$208K	0.02%	504
2025 Q1	$2.48M	Buy	39,655 +1,427	+4%	+$96.4K	0.03%	465
2024 Q4	$2.63M	Buy	+38,228	New	+$2.6M	0.03%	417

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

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

&Partners's FDM Position: Q2 2026 in Review

&Partners increased its First Trust Dow Jones Select MicroCap Index Fund (FDM) stake by 2.2% in Q2 2026, buying an estimated $81.4K and bringing the position to 43,752 shares worth $4.04M. The position accounts for 0.02% of the portfolio, ranked #682.

&Partners first reported a position in FDM in Q4 2024 and has held it in 7 quarters since. 93 funds tracked by Wall St. Rank hold FDM as of Q2 2026.

&Partners held 43,752 shares of First Trust Dow Jones Select MicroCap Index Fund worth $4.04M as of Q2 2026.
&Partners bought 929 First Trust Dow Jones Select MicroCap Index Fund shares in Q2 2026, an estimated $81.4K.
First Trust Dow Jones Select MicroCap Index Fund made up 0.02% of &Partners's portfolio in Q2 2026, its #682 holding.
&Partners first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q4 2024 and has held it in 7 quarters since.
93 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.