SL
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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
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

LPL Financial
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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
P
&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

Salomon & Ludwin's FDM Position: Q2 2026 in Review

Salomon & Ludwin held its First Trust Dow Jones Select MicroCap Index Fund (FDM) position steady in Q2 2026 at 1,291 shares worth $121K. The position accounts for 0.01% of the portfolio, ranked #227.

Salomon & Ludwin first reported a position in FDM in Q3 2023 and has held it in 12 quarters since. 93 funds tracked by Wall St. Rank hold FDM as of Q2 2026.

  • Salomon & Ludwin held 1,291 shares of First Trust Dow Jones Select MicroCap Index Fund worth $121K as of Q2 2026.
  • Salomon & Ludwin 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 Salomon & Ludwin's portfolio in Q2 2026, its #227 holding.
  • Salomon & Ludwin first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q3 2023 and has held it in 12 quarters since.
  • 93 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.