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 Q2	–	Sell	-3,770	Closed	-$309K	–	1477
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 $445B AUM 25.58% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

PAG

Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

UFAC

Urban Financial Advisory Corp Chicago, Illinois $363M AUM 17.48% 1-Year Est. Return

Brown Advisory's FDM Position: Q2 2026 in Review

Brown Advisory sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q2 2026, closing a stake of 3,770 shares — an estimated $309K sold.

Brown Advisory first reported a position in FDM in Q4 2025 and held it in 2 quarters. The position peaked at $309K in Q1 2026. 93 funds tracked by Wall St. Rank hold FDM as of Q2 2026.

Brown Advisory reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q2 2026 after selling out during the quarter.
Brown Advisory sold 3,770 First Trust Dow Jones Select MicroCap Index Fund shares in Q2 2026, an estimated $309K.
Brown Advisory first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q4 2025 and held it in 2 quarters.
Brown Advisory's First Trust Dow Jones Select MicroCap Index Fund position peaked at $309K in Q1 2026.
93 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2026.

Based on Brown Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.