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Texas Yale Capital Corp’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Texas Yale Capital Corp’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 		$1.08M Sell
11,615
-1,200
-9% -$105K 0.02% 291
2026
Q1 		$1.05M Buy
12,815
+75
+0.6% +$6.26K 0.03% 282
2025
Q4 		$1.01M Buy
12,740
+2,000
+19% +$154K 0.03% 276
2025
Q3 		$814K Buy
10,740
+740
+7% +$54.6K 0.03% 296
2025
Q2 		$716K Hold
10,000
– – 0.02% 291
2025
Q1 		$622K Buy
+10,000
New +$675K 0.03% 309

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

Texas Yale Capital Corp's FDM Position: Q2 2026 in Review

Texas Yale Capital Corp reduced its First Trust Dow Jones Select MicroCap Index Fund (FDM) stake by 9.4% in Q2 2026, selling an estimated $105K and leaving 11,615 shares worth $1.08M. The position accounts for 0.02% of the portfolio, ranked #291.

Texas Yale Capital Corp first reported a position in FDM in Q1 2025 and has held it in 6 quarters since. 93 funds tracked by Wall St. Rank hold FDM as of Q2 2026.

  • Texas Yale Capital Corp held 11,615 shares of First Trust Dow Jones Select MicroCap Index Fund worth $1.08M as of Q2 2026.
  • Texas Yale Capital Corp sold 1,200 First Trust Dow Jones Select MicroCap Index Fund shares in Q2 2026, an estimated $105K.
  • First Trust Dow Jones Select MicroCap Index Fund made up 0.02% of Texas Yale Capital Corp's portfolio in Q2 2026, its #291 holding.
  • Texas Yale Capital Corp first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q1 2025 and has held it in 6 quarters since.
  • 93 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2026.

Based on Texas Yale Capital Corp's 13F filing for Q2 2026, filed 12 Aug 2026.