Cambridge Investment Research Advisors
FDM icon

Cambridge Investment Research Advisors’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Cambridge Investment Research Advisors’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 		$618K Buy
6,640
+2,567
+63% +$225K ﹤0.01% 2764
2026
Q1 		$334K Buy
4,073
+1,527
+60% +$127K ﹤0.01% 3181
2025
Q4 		$203K Buy
+2,546
New +$196K ﹤0.01% 3571
2024
Q1 		– Sell
-3,432
Closed -$211K – 3342
2023
Q4 		$211K Buy
+3,432
New +$191K ﹤0.01% 2858
2023
Q3 		– Sell
-3,619
Closed -$204K – 3181
2023
Q2 		$204K Sell
3,619
-136
-4% -$7.24K ﹤0.01% 2854
2023
Q1 		$201K Sell
3,755
-1,572
-30% -$90.1K ﹤0.01% 2826
2022
Q4 		$296K Buy
5,327
+874
+20% +$48.9K ﹤0.01% 2439
2022
Q3 		$223K Buy
4,453
+61
+1% +$3.4K ﹤0.01% 2611
2022
Q2 		$230K Sell
4,392
-21
-0.5% -$1.18K ﹤0.01% 2601
2022
Q1 		$266K Sell
4,413
-306
-6% -$18.7K ﹤0.01% 2647
2021
Q4 		$302K Buy
4,719
+343
+8% +$21.6K ﹤0.01% 2520
2021
Q3 		$262K Buy
4,376
+112
+3% +$6.72K ﹤0.01% 2573
2021
Q2 		$263K Sell
4,264
-363
-8% -$22K ﹤0.01% 2572
2021
Q1 		$278K Buy
+4,627
New +$260K ﹤0.01% 2336
2020
Q1 		– Sell
-7,977
Closed -$406K – 2336
2019
Q4 		$406K Buy
7,977
+2,025
+34% +$96.3K ﹤0.01% 1717
2019
Q3 		$272K Buy
5,952
+208
+4% +$9.36K ﹤0.01% 1900
2019
Q2 		$260K Buy
+5,744
New +$257K ﹤0.01% 1837

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
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
PAG
Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 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 $617B AUM 30.33% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
P
&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

Cambridge Investment Research Advisors's FDM Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its First Trust Dow Jones Select MicroCap Index Fund (FDM) stake by 63% in Q2 2026, buying an estimated $225K and bringing the position to 6,640 shares worth $618K. The position accounts for ﹤0.01% of the portfolio, ranked #2764.

Cambridge Investment Research Advisors first reported a position in FDM in Q2 2019 and has held it in 17 quarters since. 93 funds tracked by Wall St. Rank hold FDM as of Q2 2026.

  • Cambridge Investment Research Advisors held 6,640 shares of First Trust Dow Jones Select MicroCap Index Fund worth $618K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 2,567 First Trust Dow Jones Select MicroCap Index Fund shares in Q2 2026, an estimated $225K.
  • First Trust Dow Jones Select MicroCap Index Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2764 holding.
  • Cambridge Investment Research Advisors first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q2 2019 and has held it in 17 quarters since.
  • 93 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.