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

Brown Advisory’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	$309K	Hold	3,770	–	–	﹤0.01%	1200
2025 Q4	$300K	Buy	+3,770	New	+$290K	﹤0.01%	1214

Other funds holding FDM

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

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

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

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

Brown Advisory's FDM Position: Q1 2026 in Review

Brown Advisory held its First Trust Dow Jones Select MicroCap Index Fund (FDM) position steady in Q1 2026 at 3,770 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #1200.

Brown Advisory first reported a position in FDM in Q4 2025 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold FDM as of Q1 2026.

Brown Advisory held 3,770 shares of First Trust Dow Jones Select MicroCap Index Fund worth $309K as of Q1 2026.
Brown Advisory left its First Trust Dow Jones Select MicroCap Index Fund share count unchanged in Q1 2026.
First Trust Dow Jones Select MicroCap Index Fund made up ﹤0.01% of Brown Advisory's portfolio in Q1 2026, its #1200 holding.
Brown Advisory first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q4 2025 and has held it in 2 quarters since.
85 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q1 2026.

Based on Brown Advisory's 13F filing for Q1 2026, filed 15 May 2026.