SWM
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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
Q2 		$659K Buy
7,079
+918
+15% +$80.4K 0.05% 150
2026
Q1 		$506K Buy
+6,161
New +$514K 0.04% 149

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

SHP Wealth Management's FDM Position: Q2 2026 in Review

SHP Wealth Management increased its First Trust Dow Jones Select MicroCap Index Fund (FDM) stake by 15% in Q2 2026, buying an estimated $80.4K and bringing the position to 7,079 shares worth $659K. The position accounts for 0.05% of the portfolio, ranked #150.

SHP Wealth Management first reported a position in FDM in Q1 2026 and has held it in 2 quarters since. 93 funds tracked by Wall St. Rank hold FDM as of Q2 2026.

  • SHP Wealth Management held 7,079 shares of First Trust Dow Jones Select MicroCap Index Fund worth $659K as of Q2 2026.
  • SHP Wealth Management bought 918 First Trust Dow Jones Select MicroCap Index Fund shares in Q2 2026, an estimated $80.4K.
  • First Trust Dow Jones Select MicroCap Index Fund made up 0.05% of SHP Wealth Management's portfolio in Q2 2026, its #150 holding.
  • SHP Wealth Management first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q1 2026 and has held it in 2 quarters since.
  • 93 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.