Avantax Advisory Services’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Avantax Advisory Services’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	$275K	Buy	+3,836	New	+$248K	﹤0.01%	1986
2023 Q3	–	Sell	-7,486	Closed	-$421K	–	1572
2023 Q2	$421K	Buy	+7,486	New	+$399K	﹤0.01%	1015

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

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

Avantax Advisory Services's FDM Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q2 2025: 3,836 shares worth $275K. The stake represents ﹤0.01% of the portfolio and ranks #1986 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in FDM as recently as Q2 2023.

Avantax Advisory Services first reported a position in FDM in Q2 2023 and has held it in 2 quarters since. The position peaked at $421K in Q2 2023. 72 funds tracked by Wall St. Rank hold FDM as of Q2 2025.

Avantax Advisory Services held 3,836 shares of First Trust Dow Jones Select MicroCap Index Fund worth $275K as of Q2 2025.
First Trust Dow Jones Select MicroCap Index Fund was a new Avantax Advisory Services position in Q2 2025.
First Trust Dow Jones Select MicroCap Index Fund made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1986 holding.
Avantax Advisory Services first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q2 2023 and has held it in 2 quarters since.
Avantax Advisory Services's First Trust Dow Jones Select MicroCap Index Fund position peaked at $421K in Q2 2023.
72 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.