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Smith, Moore & Co’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Smith, Moore & Co’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 		$727K Buy
8,862
+148
+2% +$12.3K 0.05% 263
2025
Q4 		$694K Buy
8,714
+441
+5% +$33.9K 0.05% 264
2025
Q3 		$627K Buy
8,273
+277
+3% +$20.4K 0.05% 286
2025
Q2 		$573K Buy
7,996
+431
+6% +$27.8K 0.05% 285
2025
Q1 		$470K Sell
7,565
-62
-0.8% -$4.19K 0.04% 297
2024
Q4 		$520K Sell
7,627
-112
-1% -$7.62K 0.05% 285
2024
Q3 		$496K Buy
7,739
+75
+1% +$4.7K 0.05% 278
2024
Q2 		$459K Sell
7,664
-30
-0.4% -$1.83K 0.05% 276
2024
Q1 		$483K Sell
7,694
-320
-4% -$19.1K 0.05% 274
2023
Q4 		$492K Hold
8,014
– – 0.06% 259
2023
Q3 		$439K Sell
8,014
-87
-1% -$4.98K 0.06% 260
2023
Q2 		$456K Sell
8,101
-159
-2% -$8.46K 0.06% 259
2023
Q1 		$443K Sell
8,260
-36
-0.4% -$2.06K 0.06% 257
2022
Q4 		$460K Buy
8,296
+325
+4% +$18.2K 0.06% 242
2022
Q3 		$399K Buy
7,971
+1,481
+23% +$82.4K 0.06% 246
2022
Q2 		$340K Buy
6,490
+67
+1% +$3.75K 0.05% 278
2022
Q1 		$387K Hold
6,423
– – 0.05% 282
2021
Q4 		$411K Hold
6,423
– – 0.06% 268
2021
Q3 		$385K Sell
6,423
-726
-10% -$43.6K 0.06% 268
2021
Q2 		$442K Hold
7,149
– – 0.07% 249
2021
Q1 		$430K Buy
7,149
+1,889
+36% +$106K 0.07% 246
2020
Q4 		$252K Sell
5,260
-2,047
-28% -$88.9K 0.05% 291
2020
Q3 		$274K Hold
7,307
– – 0.06% 265
2020
Q2 		$286K Buy
+7,307
New +$260K 0.06% 248

Other funds holding FDM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $717M AUM 10.97% 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 $15.5B AUM 18.35% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Smith, Moore & Co's FDM Position: Q1 2026 in Review

Smith, Moore & Co increased its First Trust Dow Jones Select MicroCap Index Fund (FDM) stake by 1.7% in Q1 2026, buying an estimated $12.3K and bringing the position to 8,862 shares worth $727K. The position accounts for 0.05% of the portfolio, ranked #263.

Smith, Moore & Co first reported a position in FDM in Q2 2020 and has held it in 24 quarters since. 85 funds tracked by Wall St. Rank hold FDM as of Q1 2026.

  • Smith, Moore & Co held 8,862 shares of First Trust Dow Jones Select MicroCap Index Fund worth $727K as of Q1 2026.
  • Smith, Moore & Co bought 148 First Trust Dow Jones Select MicroCap Index Fund shares in Q1 2026, an estimated $12.3K.
  • First Trust Dow Jones Select MicroCap Index Fund made up 0.05% of Smith, Moore & Co's portfolio in Q1 2026, its #263 holding.
  • Smith, Moore & Co first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q2 2020 and has held it in 24 quarters since.
  • 85 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.