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FDM icon

SBI Securities’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

SBI Securities’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 		$3.17K Hold
34
– – ﹤0.01% 2378
2026
Q1 		$2.79K Hold
34
– – ﹤0.01% 2291
2025
Q4 		$2.71K Hold
34
– – ﹤0.01% 2275
2025
Q3 		$2.58K Hold
34
– – ﹤0.01% 2326
2025
Q2 		$2.44K Hold
34
– – ﹤0.01% 2306
2025
Q1 		$2.11K Sell
34
-3
-8% -$203 ﹤0.01% 2267
2024
Q4 		$2.52K Buy
+37
New +$2.52K ﹤0.01% 2212

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

SBI Securities's FDM Position: Q2 2026 in Review

SBI Securities held its First Trust Dow Jones Select MicroCap Index Fund (FDM) position steady in Q2 2026 at 34 shares worth $3.17K. The position accounts for ﹤0.01% of the portfolio, ranked #2378.

SBI Securities first reported a position in FDM in Q4 2024 and has held it in 7 quarters since. 93 funds tracked by Wall St. Rank hold FDM as of Q2 2026.

  • SBI Securities held 34 shares of First Trust Dow Jones Select MicroCap Index Fund worth $3.17K as of Q2 2026.
  • SBI Securities 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 SBI Securities's portfolio in Q2 2026, its #2378 holding.
  • SBI Securities first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q4 2024 and has held it in 7 quarters since.
  • 93 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.