Urban Financial Advisory Corp’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Urban Financial Advisory 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	$3.48M	Buy	37,366 +22,522	+152%	+$1.97M	0.96%	13
2026 Q1	$1.22M	Buy	14,844 +2,524	+20%	+$211K	0.43%	14
2025 Q4	$981K	Buy	12,320 +663	+6%	+$50.9K	0.39%	14
2025 Q3	$883K	Buy	+11,657	New	+$860K	0.41%	12

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Urban Financial Advisory Corp's FDM Position: Q2 2026 in Review

Urban Financial Advisory Corp increased its First Trust Dow Jones Select MicroCap Index Fund (FDM) stake by 152% in Q2 2026, buying an estimated $1.97M and bringing the position to 37,366 shares worth $3.48M. The position accounts for 0.96% of the portfolio, ranked #13.

Urban Financial Advisory Corp first reported a position in FDM in Q3 2025 and has held it in 4 quarters since. 93 funds tracked by Wall St. Rank hold FDM as of Q2 2026.

Urban Financial Advisory Corp held 37,366 shares of First Trust Dow Jones Select MicroCap Index Fund worth $3.48M as of Q2 2026.
Urban Financial Advisory Corp bought 22,522 First Trust Dow Jones Select MicroCap Index Fund shares in Q2 2026, an estimated $1.97M.
First Trust Dow Jones Select MicroCap Index Fund made up 0.96% of Urban Financial Advisory Corp's portfolio in Q2 2026, its #13 holding.
Urban Financial Advisory Corp first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q3 2025 and has held it in 4 quarters since.
93 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2026.

Based on Urban Financial Advisory Corp's 13F filing for Q2 2026, filed 6 Aug 2026.