Whitaker-Myers Wealth Managers’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History
Bought
Maintained
Sold
Other funds holding FDM
WWMSC
Whitaker-Myers Wealth Managers's FDM Position: Q3 2026 in Review
Whitaker-Myers Wealth Managers increased its First Trust Dow Jones Select MicroCap Index Fund (FDM) stake by 2.2% in Q3 2026, buying an estimated $6.53K and bringing the position to 3,252 shares worth $285K. The position accounts for 0.05% of the portfolio, ranked #104.
Whitaker-Myers Wealth Managers first reported a position in FDM in Q3 2025 and has held it in 5 quarters since. The position peaked at $296K in Q2 2026. 15 funds tracked by Wall St. Rank hold FDM as of Q3 2026.
- Whitaker-Myers Wealth Managers held 3,252 shares of First Trust Dow Jones Select MicroCap Index Fund worth $285K as of Q3 2026.
- Whitaker-Myers Wealth Managers bought 71 First Trust Dow Jones Select MicroCap Index Fund shares in Q3 2026, an estimated $6.53K.
- First Trust Dow Jones Select MicroCap Index Fund made up 0.05% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #104 holding.
- Whitaker-Myers Wealth Managers first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q3 2025 and has held it in 5 quarters since.
- Whitaker-Myers Wealth Managers's First Trust Dow Jones Select MicroCap Index Fund position peaked at $296K in Q2 2026.
- 15 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q3 2026.
Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.