SL
FDM icon

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
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

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.44B 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
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return