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 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 $376B AUM 19.32% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return

Private Advisory Group Redmond, Washington $1.44B AUM 41.01% 1-Year Est. Return

Arkansas Financial Group Little Rock, Arkansas $717M AUM 10.97% 1-Year Est. Return

Baird Financial Group

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 $501B AUM 22.01% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return

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