Bank of Montreal
FDM icon

Bank of Montreal’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Bank of Montreal’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 		– Sell
-150
Closed -$11.9K – 3830
2025
Q4 		$11.9K Hold
150
– – ﹤0.01% 3405
2025
Q3 		$11.4K Hold
150
– – ﹤0.01% 3350
2025
Q2 		$10.7K Buy
+150
New +$9.69K ﹤0.01% 3359
2015
Q4 		– Sell
-101
Closed -$3K – 4289
2015
Q3 		$3K Hold
101
– – ﹤0.01% 3731
2015
Q2 		$4K Buy
+101
New +$3.46K ﹤0.01% 3655

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
PAG
Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $17.8B AUM 24.16% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Bank of Montreal's FDM Position: Q1 2026 in Review

Bank of Montreal sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q1 2026, closing a stake of 150 shares — an estimated $11.9K sold.

Bank of Montreal first reported a position in FDM in Q2 2015 and held it in 5 quarters. The position peaked at $11.9K in Q4 2025. 85 funds tracked by Wall St. Rank hold FDM as of Q1 2026.

  • Bank of Montreal reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q1 2026 after selling out during the quarter.
  • Bank of Montreal sold 150 First Trust Dow Jones Select MicroCap Index Fund shares in Q1 2026, an estimated $11.9K.
  • Bank of Montreal first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q2 2015 and held it in 5 quarters.
  • Bank of Montreal's First Trust Dow Jones Select MicroCap Index Fund position peaked at $11.9K in Q4 2025.
  • 85 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.