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

Salomon & Ludwin’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 Q3	$113K	Sell	1,285 -6	-0.5%	-$552	0.01%	232
2026 Q2	$121K	Hold	1,291	–	–	0.01%	227
2026 Q1	$108K	Hold	1,291	–	–	0.01%	236
2025 Q4	$103K	Sell	1,291 -6	-0.5%	-$461	0.01%	236
2025 Q3	$97.9K	Hold	1,297	–	–	0.01%	227
2025 Q2	$95.3K	Hold	1,297	–	–	0.01%	195
2025 Q1	$80.7K	Hold	1,297	–	–	0.01%	195
2024 Q4	$88.4K	Sell	1,297 -6	-0.5%	-$408	0.01%	187
2024 Q3	$83.5K	Hold	1,303	–	–	0.01%	209
2024 Q2	$78.1K	Hold	1,303	–	–	0.01%	218
2024 Q1	$81.8K	Hold	1,303	–	–	0.01%	280
2023 Q4	$71.4K	Hold	1,303	–	–	0.01%	268
2023 Q3	$71.4K	Buy	+1,303	New	+$74.6K	0.01%	268

Other funds holding FDM

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 1-Year Est. Return

Noble Family Wealth Clearwater, Florida $556M AUM 15.49% 1-Year Est. Return

E6 Portfolios Midvale, Utah $132M AUM 12.85% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return

Salomon & Ludwin's FDM Position: Q3 2026 in Review

Salomon & Ludwin reduced its First Trust Dow Jones Select MicroCap Index Fund (FDM) stake by 0.46% in Q3 2026, selling an estimated $552 and leaving 1,285 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #232.

Salomon & Ludwin first reported a position in FDM in Q3 2023 and has held it in 13 quarters since. The position peaked at $121K in Q2 2026. 25 funds tracked by Wall St. Rank hold FDM as of Q3 2026.

Salomon & Ludwin held 1,285 shares of First Trust Dow Jones Select MicroCap Index Fund worth $113K as of Q3 2026.
Salomon & Ludwin sold 6 First Trust Dow Jones Select MicroCap Index Fund shares in Q3 2026, an estimated $552.
First Trust Dow Jones Select MicroCap Index Fund made up 0.01% of Salomon & Ludwin's portfolio in Q3 2026, its #232 holding.
Salomon & Ludwin first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q3 2023 and has held it in 13 quarters since.
Salomon & Ludwin's First Trust Dow Jones Select MicroCap Index Fund position peaked at $121K in Q2 2026.
25 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.