SIS
FDM icon

Sound Income Strategies’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Sound Income Strategies’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 		– Sell
-145
Closed -$12K – 1094
2026
Q1 		$12K Hold
145
– – ﹤0.01% 1426
2025
Q4 		$12.1K Buy
+145
New +$11.1K ﹤0.01% 1369

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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
UFAC
Urban Financial Advisory Corp Chicago, Illinois $363M AUM 17.48% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Sound Income Strategies's FDM Position: Q2 2026 in Review

Sound Income Strategies sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q2 2026, closing a stake of 145 shares — an estimated $12K sold.

Sound Income Strategies first reported a position in FDM in Q4 2025 and held it in 2 quarters. The position peaked at $12.1K in Q4 2025. 76 funds tracked by Wall St. Rank hold FDM as of Q2 2026.

  • Sound Income Strategies reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 145 First Trust Dow Jones Select MicroCap Index Fund shares in Q2 2026, an estimated $12K.
  • Sound Income Strategies first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's First Trust Dow Jones Select MicroCap Index Fund position peaked at $12.1K in Q4 2025.
  • 76 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.