Brown Brothers Harriman & Co’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Brown Brothers Harriman & Co’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	$219K	Hold	2,350	–	–	﹤0.01%	857
2026 Q1	$193K	Hold	2,350	–	–	﹤0.01%	822
2025 Q4	$187K	Hold	2,350	–	–	﹤0.01%	773
2025 Q3	$178K	Hold	2,350	–	–	﹤0.01%	720
2025 Q2	$168K	Hold	2,350	–	–	﹤0.01%	674
2025 Q1	$146K	Sell	2,350 -2,350	-50%	-$159K	﹤0.01%	629
2024 Q4	$320K	Hold	4,700	–	–	﹤0.01%	491
2024 Q3	$301K	Buy	+4,700	New	+$295K	﹤0.01%	510

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 Brothers Harriman & Co's FDM Position: Q2 2026 in Review

Brown Brothers Harriman & Co held its First Trust Dow Jones Select MicroCap Index Fund (FDM) position steady in Q2 2026 at 2,350 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #857.

Brown Brothers Harriman & Co first reported a position in FDM in Q3 2024 and has held it in 8 quarters since. The position peaked at $320K in Q4 2024. 93 funds tracked by Wall St. Rank hold FDM as of Q2 2026.

Brown Brothers Harriman & Co held 2,350 shares of First Trust Dow Jones Select MicroCap Index Fund worth $219K as of Q2 2026.
Brown Brothers Harriman & Co left its First Trust Dow Jones Select MicroCap Index Fund share count unchanged in Q2 2026.
First Trust Dow Jones Select MicroCap Index Fund made up ﹤0.01% of Brown Brothers Harriman & Co's portfolio in Q2 2026, its #857 holding.
Brown Brothers Harriman & Co first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q3 2024 and has held it in 8 quarters since.
Brown Brothers Harriman & Co's First Trust Dow Jones Select MicroCap Index Fund position peaked at $320K in Q4 2024.
93 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2026.

Based on Brown Brothers Harriman & Co's 13F filing for Q2 2026, filed 12 Aug 2026.