Baird Financial Group
FDM icon

Baird Financial Group’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Baird Financial Group’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
Q1 		$11.4M Buy
139,406
+1,825
+1% +$152K 0.02% 525
2025
Q4 		$11M Buy
137,581
+941
+0.7% +$72.3K 0.02% 512
2025
Q3 		$10.4M Buy
136,640
+1,515
+1% +$112K 0.02% 533
2025
Q2 		$9.68M Sell
135,125
-8,047
-6% -$520K 0.02% 531
2025
Q1 		$8.9M Buy
143,172
+9,501
+7% +$642K 0.02% 535
2024
Q4 		$9.11M Sell
133,671
-39,031
-23% -$2.66M 0.02% 533
2024
Q3 		$11.1M Sell
172,702
-1,427
-0.8% -$89.4K 0.02% 481
2024
Q2 		$10.4M Sell
174,129
-398
-0.2% -$24.3K 0.02% 467
2024
Q1 		$11M Buy
174,527
+2,423
+1% +$144K 0.02% 449
2023
Q4 		$10.6M Buy
172,104
+5,310
+3% +$296K 0.02% 443
2023
Q3 		$9.14M Sell
166,794
-359
-0.2% -$20.5K 0.02% 454
2023
Q2 		$9.4M Sell
167,153
-3,501
-2% -$186K 0.02% 461
2023
Q1 		$9.16M Sell
170,654
-9,645
-5% -$553K 0.02% 449
2022
Q4 		$10M Sell
180,299
-2,427
-1% -$136K 0.03% 436
2022
Q3 		$9.14M Buy
182,726
+1,150
+0.6% +$64K 0.03% 438
2022
Q2 		$9.51M Buy
181,576
+15,649
+9% +$876K 0.03% 450
2022
Q1 		$10M Buy
165,927
+4,529
+3% +$276K 0.02% 445
2021
Q4 		$10.3M Sell
161,398
-10,748
-6% -$677K 0.02% 430
2021
Q3 		$10.3M Buy
172,146
+1,787
+1% +$107K 0.03% 427
2021
Q2 		$10.5M Buy
170,359
+8,399
+5% +$510K 0.03% 419
2021
Q1 		$9.74M Buy
161,960
+2,862
+2% +$161K 0.03% 417
2020
Q4 		$7.62M Buy
+159,098
New +$6.91M 0.02% 436

Other funds holding FDM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $717M AUM 10.97% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Baird Financial Group's FDM Position: Q1 2026 in Review

Baird Financial Group increased its First Trust Dow Jones Select MicroCap Index Fund (FDM) stake by 1.3% in Q1 2026, buying an estimated $152K and bringing the position to 139,406 shares worth $11.4M. The position accounts for 0.02% of the portfolio, ranked #525.

Baird Financial Group first reported a position in FDM in Q4 2020 and has held it in 22 quarters since. 85 funds tracked by Wall St. Rank hold FDM as of Q1 2026.

  • Baird Financial Group held 139,406 shares of First Trust Dow Jones Select MicroCap Index Fund worth $11.4M as of Q1 2026.
  • Baird Financial Group bought 1,825 First Trust Dow Jones Select MicroCap Index Fund shares in Q1 2026, an estimated $152K.
  • First Trust Dow Jones Select MicroCap Index Fund made up 0.02% of Baird Financial Group's portfolio in Q1 2026, its #525 holding.
  • Baird Financial Group first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q4 2020 and has held it in 22 quarters since.
  • 85 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.