SHP Wealth Management’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

SHP Wealth Management’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	$506K	Buy	+6,161	New	+$514K	0.04%	149

Other funds holding FDM

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

PAG

Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

SHP Wealth Management's FDM Position: Q1 2026 in Review

SHP Wealth Management opened a new position in First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q1 2026: 6,161 shares worth $506K. The stake represents 0.04% of the portfolio and ranks #149 among its holdings.

85 funds tracked by Wall St. Rank hold FDM as of Q1 2026.

SHP Wealth Management held 6,161 shares of First Trust Dow Jones Select MicroCap Index Fund worth $506K as of Q1 2026.
First Trust Dow Jones Select MicroCap Index Fund was a new SHP Wealth Management position in Q1 2026.
First Trust Dow Jones Select MicroCap Index Fund made up 0.04% of SHP Wealth Management's portfolio in Q1 2026, its #149 holding.
85 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.