Whitaker-Myers Wealth Managers’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Whitaker-Myers Wealth Managers’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	$296K	Buy	3,181 +197	+7%	+$17.3K	0.05%	102
2026 Q1	$245K	Buy	2,984 +173	+6%	+$14.4K	0.05%	105
2025 Q4	$224K	Buy	2,811 +43	+2%	+$3.3K	0.05%	111
2025 Q3	$210K	Buy	+2,768	New	+$204K	0.05%	115

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

Whitaker-Myers Wealth Managers's FDM Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers increased its First Trust Dow Jones Select MicroCap Index Fund (FDM) stake by 6.6% in Q2 2026, buying an estimated $17.3K and bringing the position to 3,181 shares worth $296K. The position accounts for 0.05% of the portfolio, ranked #102.

Whitaker-Myers Wealth Managers 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.

Whitaker-Myers Wealth Managers held 3,181 shares of First Trust Dow Jones Select MicroCap Index Fund worth $296K as of Q2 2026.
Whitaker-Myers Wealth Managers bought 197 First Trust Dow Jones Select MicroCap Index Fund shares in Q2 2026, an estimated $17.3K.
First Trust Dow Jones Select MicroCap Index Fund made up 0.05% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #102 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 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 Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.