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SJS Investment Consulting’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

SJS Investment Consulting’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 		– Sell
-100
Closed -$7.96K – 2508
2025
Q4 		$7.96K Hold
100
– – ﹤0.01% 838
2025
Q3 		$7.58K Sell
100
-3
-3% -$221 ﹤0.01% 655
2025
Q2 		$7.38K Buy
+103
New +$6.65K ﹤0.01% 365

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
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
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 $17.8B AUM 24.16% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

SJS Investment Consulting's FDM Position: Q1 2026 in Review

SJS Investment Consulting sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q1 2026, closing a stake of 100 shares — an estimated $7.96K sold.

SJS Investment Consulting first reported a position in FDM in Q2 2025 and held it in 3 quarters. The position peaked at $7.96K in Q4 2025. 85 funds tracked by Wall St. Rank hold FDM as of Q1 2026.

  • SJS Investment Consulting reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q1 2026 after selling out during the quarter.
  • SJS Investment Consulting sold 100 First Trust Dow Jones Select MicroCap Index Fund shares in Q1 2026, an estimated $7.96K.
  • SJS Investment Consulting first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q2 2025 and held it in 3 quarters.
  • SJS Investment Consulting's First Trust Dow Jones Select MicroCap Index Fund position peaked at $7.96K in Q4 2025.
  • 85 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q1 2026.

Based on SJS Investment Consulting's 13F filing for Q1 2026, filed 23 Apr 2026.