Steward Partners Investment Advisory’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Steward Partners Investment Advisory’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	$24.3K	Hold	261	–	–	﹤0.01%	3333
2026 Q1	$21.4K	Hold	261	–	–	﹤0.01%	3200
2025 Q4	$20.8K	Hold	261	–	–	﹤0.01%	3128
2025 Q3	$19.8K	Hold	261	–	–	﹤0.01%	3099
2025 Q2	$18.7K	Sell	261 -1	-0.4%	-$65	﹤0.01%	2949
2025 Q1	$16.3K	Hold	262	–	–	﹤0.01%	2896
2024 Q4	$17.9K	Sell	262 -19	-7%	-$1.29K	﹤0.01%	2848
2024 Q3	$18K	Hold	281	–	–	﹤0.01%	2705
2024 Q2	$16.8K	Buy	281 +22	+8%	+$1.34K	﹤0.01%	2599
2024 Q1	$16.3K	Hold	259	–	–	﹤0.01%	2602
2023 Q4	$15.9K	Hold	259	–	–	﹤0.01%	2512
2023 Q3	$14.2K	Hold	259	–	–	﹤0.01%	2456
2023 Q2	$14.6K	Sell	259 -42	-14%	-$2.24K	﹤0.01%	2435
2023 Q1	$16.1K	Hold	301	–	–	﹤0.01%	2342
2022 Q4	$16.7K	Hold	301	–	–	﹤0.01%	2327
2022 Q3	$15K	Buy	301 +240	+393%	+$13.4K	﹤0.01%	2344
2022 Q2	$3K	Hold	61	–	–	﹤0.01%	2909
2022 Q1	$4K	Buy	+61	New	+$3.72K	﹤0.01%	2946

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

AFG

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

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

&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

Steward Partners Investment Advisory's FDM Position: Q2 2026 in Review

Steward Partners Investment Advisory held its First Trust Dow Jones Select MicroCap Index Fund (FDM) position steady in Q2 2026 at 261 shares worth $24.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3333.

Steward Partners Investment Advisory first reported a position in FDM in Q1 2022 and has held it in 18 quarters since. 93 funds tracked by Wall St. Rank hold FDM as of Q2 2026.

Steward Partners Investment Advisory held 261 shares of First Trust Dow Jones Select MicroCap Index Fund worth $24.3K as of Q2 2026.
Steward Partners Investment Advisory left its First Trust Dow Jones Select MicroCap Index Fund share count unchanged in Q2 2026.
First Trust Dow Jones Select MicroCap Index Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3333 holding.
Steward Partners Investment Advisory first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q1 2022 and has held it in 18 quarters since.
93 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.