Rothschild Investment LLC’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Rothschild Investment LLC’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	$51.2K	Hold	550	–	–	﹤0.01%	1241
2026 Q1	$45.1K	Hold	550	–	–	﹤0.01%	1151
2025 Q4	$43.8K	Hold	550	–	–	﹤0.01%	1065
2025 Q3	$41.7K	Hold	550	–	–	﹤0.01%	1043
2025 Q2	$39.4K	Hold	550	–	–	﹤0.01%	843
2025 Q1	$34.2K	Hold	550	–	–	﹤0.01%	867
2024 Q4	$37.5K	Hold	550	–	–	﹤0.01%	849
2024 Q3	$35.3K	Hold	550	–	–	﹤0.01%	864
2024 Q2	$33K	Hold	550	–	–	﹤0.01%	858
2024 Q1	$34.5K	Hold	550	–	–	﹤0.01%	808
2023 Q4	$33.7K	Buy	+550	New	+$30.7K	﹤0.01%	741

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

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Rothschild Investment LLC's FDM Position: Q2 2026 in Review

Rothschild Investment LLC held its First Trust Dow Jones Select MicroCap Index Fund (FDM) position steady in Q2 2026 at 550 shares worth $51.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1241.

Rothschild Investment LLC first reported a position in FDM in Q4 2023 and has held it in 11 quarters since. 73 funds tracked by Wall St. Rank hold FDM as of Q2 2026.

Rothschild Investment LLC held 550 shares of First Trust Dow Jones Select MicroCap Index Fund worth $51.2K as of Q2 2026.
Rothschild Investment LLC left its First Trust Dow Jones Select MicroCap Index Fund share count unchanged in Q2 2026.
First Trust Dow Jones Select MicroCap Index Fund made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1241 holding.
Rothschild Investment LLC first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q4 2023 and has held it in 11 quarters since.
73 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.