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Atria Wealth Solutions’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-19,457
Closed -$1.21M – 1599
2025
Q1 		$1.21M Buy
19,457
+1,224
+7% +$82.7K 0.01% 807
2024
Q4 		$1.24M Buy
18,233
+1,309
+8% +$89.1K 0.01% 839
2024
Q3 		$1.08M Buy
16,924
+141
+0.8% +$8.84K 0.01% 883
2024
Q2 		$1.01M Buy
16,783
+372
+2% +$22.7K 0.01% 900
2024
Q1 		$1.03M Buy
16,411
+341
+2% +$20.3K 0.01% 894
2023
Q4 		$986K Buy
16,070
+1,321
+9% +$73.7K 0.01% 868
2023
Q3 		$808K Buy
14,749
+812
+6% +$46.5K 0.01% 912
2023
Q2 		$784K Buy
13,937
+934
+7% +$49.7K 0.01% 955
2023
Q1 		$698K Buy
13,003
+374
+3% +$21.4K 0.01% 966
2022
Q4 		$701K Buy
12,629
+281
+2% +$15.7K 0.01% 925
2022
Q3 		$617K Sell
12,348
-10
-0.1% -$557 0.01% 919
2022
Q2 		$647K Buy
12,358
+4,045
+49% +$227K 0.01% 860
2022
Q1 		$501K Buy
+8,313
New +$507K 0.01% 1068

Other funds holding FDM

CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $717M AUM 10.97% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Atria Wealth Solutions's FDM Position: Q2 2025 in Review

Atria Wealth Solutions sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q2 2025, closing a stake of 19,457 shares — an estimated $1.21M sold.

Atria Wealth Solutions first reported a position in FDM in Q1 2022 and held it in 13 quarters. The position peaked at $1.24M in Q4 2024. 72 funds tracked by Wall St. Rank hold FDM as of Q2 2025.

  • Atria Wealth Solutions reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 19,457 First Trust Dow Jones Select MicroCap Index Fund shares in Q2 2025, an estimated $1.21M.
  • Atria Wealth Solutions first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's First Trust Dow Jones Select MicroCap Index Fund position peaked at $1.24M in Q4 2024.
  • 72 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.