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 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 $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 Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Urban Financial Advisory Corp's FDM Position: Q1 2026 in Review

Urban Financial Advisory Corp increased its First Trust Dow Jones Select MicroCap Index Fund (FDM) stake by 20% in Q1 2026, buying an estimated $211K and bringing the position to 14,844 shares worth $1.22M. The position accounts for 0.43% of the portfolio, ranked #14.

Urban Financial Advisory Corp first reported a position in FDM in Q3 2025 and has held it in 3 quarters since. 85 funds tracked by Wall St. Rank hold FDM as of Q1 2026.

Urban Financial Advisory Corp held 14,844 shares of First Trust Dow Jones Select MicroCap Index Fund worth $1.22M as of Q1 2026.
Urban Financial Advisory Corp bought 2,524 First Trust Dow Jones Select MicroCap Index Fund shares in Q1 2026, an estimated $211K.
First Trust Dow Jones Select MicroCap Index Fund made up 0.43% of Urban Financial Advisory Corp's portfolio in Q1 2026, its #14 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 3 quarters since.
85 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q1 2026.

Based on Urban Financial Advisory Corp's 13F filing for Q1 2026, filed 8 May 2026.