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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
Q2 		$1.14M Buy
12,283
+1,014
+9% +$88.8K 0.01% 1355
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 $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

Sanctuary Advisors's FDM Position: Q2 2026 in Review

Sanctuary Advisors increased its First Trust Dow Jones Select MicroCap Index Fund (FDM) stake by 9% in Q2 2026, buying an estimated $88.8K and bringing the position to 12,283 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #1355.

Sanctuary Advisors first reported a position in FDM in Q3 2025 and has held it in 4 quarters since. 93 funds tracked by Wall St. Rank hold FDM as of Q2 2026.

  • Sanctuary Advisors held 12,283 shares of First Trust Dow Jones Select MicroCap Index Fund worth $1.14M as of Q2 2026.
  • Sanctuary Advisors bought 1,014 First Trust Dow Jones Select MicroCap Index Fund shares in Q2 2026, an estimated $88.8K.
  • First Trust Dow Jones Select MicroCap Index Fund made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1355 holding.
  • Sanctuary Advisors first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q3 2025 and has held it in 4 quarters since.
  • 93 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.