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FDMFDM
16 quarters

Position history for CAPTRUST FINANCIAL ADVISORSCAPTRUST FINANCIAL ADVISORS's holdings in FIRST TRUST DOW J SELECT MIC

CAPTRUST FINANCIAL ADVISORS holds 8,028 shares of FDM (FIRST TRUST DOW J SELECT MIC), worth $747,487 as of 2026-Q2. The position was increased (+29.6% shares). FDM represents 0.0% of CAPTRUST FINANCIAL ADVISORS's portfolio.

Current Value

$747,487

Current Shares

8,028

Total Value Change

+$412,487

Total Shares Change

+1,328

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
8,028
+29.6%
$747,4870.0%$93.11
31
2026-Q1
Unchanged
6,194
0.0%
$508,4380.0%$84.88
0
2025-Q4
Unchanged
6,194
0.0%
$493,1420.0%$79.92
0
2025-Q3
Unchanged
6,194
0.0%
$469,1960.0%$75.33
0
2025-Q2
Unchanged
6,194
0.0%
$443,6990.0%$70.74
0
2025-Q1
Unchanged
6,194
0.0%
$385,1700.0%$61.76
0
2024-Q4
Unchanged
6,194
0.0%
$422,1700.0%$66.92
0
2024-Q3
Decreased
6,194
-1.1%
$397,0600.0%$62.53
0
2024-Q2
Decreased
6,261
-1.1%
$375,2870.0%$58.59
0
2024-Q1
Unchanged
6,334
0.0%
$397,5550.0%$60.83
0
2023-Q4
Decreased
6,334
-0.6%
$388,5280.0%$59.39
0
2023-Q3
Unchanged
6,373
0.0%
$349,1140.0%$52.83
0
2023-Q2
Decreased
6,373
-1.3%
$358,3520.0%$54.04
0
2023-Q1
Decreased
6,454
-3.6%
$346,3010.0%$50.34
0
2022-Q4
Decreased
6,695
-0.1%
$371,5310.0%$52.66
0
2022-Q3
New
6,700
-
$335,0000.0%$47.54
33

Other major holders of FDM: LPL Financial LLC, Baird Financial Group, Inc.

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