AWM
FDM icon

AE Wealth Management’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

AE Wealth Management’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 		$746K Buy
+8,011
New +$702K ﹤0.01% 1035
2022
Q4 		– Sell
-181,110
Closed -$9.05M – 1838
2022
Q3 		$9.05M Buy
+181,110
New +$10.1M 0.07% 296

Other funds holding FDM

LPL Financial
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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
P
&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

AE Wealth Management's FDM Position: Q2 2026 in Review

AE Wealth Management opened a new position in First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q2 2026: 8,011 shares worth $746K. The stake represents ﹤0.01% of the portfolio and ranks #1035 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in FDM as recently as Q3 2022.

AE Wealth Management first reported a position in FDM in Q3 2022 and has held it in 2 quarters since. The position peaked at $9.05M in Q3 2022. 93 funds tracked by Wall St. Rank hold FDM as of Q2 2026.

  • AE Wealth Management held 8,011 shares of First Trust Dow Jones Select MicroCap Index Fund worth $746K as of Q2 2026.
  • First Trust Dow Jones Select MicroCap Index Fund was a new AE Wealth Management position in Q2 2026.
  • First Trust Dow Jones Select MicroCap Index Fund made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1035 holding.
  • AE Wealth Management first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q3 2022 and has held it in 2 quarters since.
  • AE Wealth Management's First Trust Dow Jones Select MicroCap Index Fund position peaked at $9.05M in Q3 2022.
  • 93 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.