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Sanctuary Advisors’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Sanctuary Advisors’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 		$925K Buy
11,269
+2,605
+30% +$217K 0.01% 1381
2025
Q4 		$690K Buy
8,664
+5,377
+164% +$413K ﹤0.01% 1529
2025
Q3 		$249K Buy
+3,287
New +$243K ﹤0.01% 2118

Other funds holding FDM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.52B 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 $530B 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 $15.5B AUM 18.35% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Sanctuary Advisors's FDM Position: Q1 2026 in Review

Sanctuary Advisors increased its First Trust Dow Jones Select MicroCap Index Fund (FDM) stake by 30% in Q1 2026, buying an estimated $217K and bringing the position to 11,269 shares worth $925K. The position accounts for 0.01% of the portfolio, ranked #1381.

Sanctuary Advisors first reported a position in FDM in Q3 2025 and has held it in 3 quarters since. 85 funds tracked by Wall St. Rank hold FDM as of Q1 2026.

  • Sanctuary Advisors held 11,269 shares of First Trust Dow Jones Select MicroCap Index Fund worth $925K as of Q1 2026.
  • Sanctuary Advisors bought 2,605 First Trust Dow Jones Select MicroCap Index Fund shares in Q1 2026, an estimated $217K.
  • First Trust Dow Jones Select MicroCap Index Fund made up 0.01% of Sanctuary Advisors's portfolio in Q1 2026, its #1381 holding.
  • Sanctuary Advisors first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q3 2025 and has held it in 3 quarters since.
  • 85 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.