Cetera Investment Advisers
FDM icon

Cetera Investment Advisers’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Cetera Investment Advisers’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 		$698K Sell
8,508
-2,466
-22% -$206K ﹤0.01% 3222
2025
Q4 		$874K Sell
10,974
-657
-6% -$50.5K ﹤0.01% 2940
2025
Q3 		$881K Buy
+11,631
New +$858K ﹤0.01% 2879
2024
Q3 		– Sell
-5,935
Closed -$356K – 3800
2024
Q2 		$356K Buy
5,935
+2,094
+55% +$128K ﹤0.01% 2885
2024
Q1 		$241K Buy
+3,841
New +$229K ﹤0.01% 3218

Other funds holding FDM

LPL Financial
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
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
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
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Cetera Investment Advisers's FDM Position: Q1 2026 in Review

Cetera Investment Advisers reduced its First Trust Dow Jones Select MicroCap Index Fund (FDM) stake by 22% in Q1 2026, selling an estimated $206K and leaving 8,508 shares worth $698K. The position accounts for ﹤0.01% of the portfolio, ranked #3222.

Cetera Investment Advisers first reported a position in FDM in Q1 2024 and has held it in 5 quarters since. The position peaked at $881K in Q3 2025. 85 funds tracked by Wall St. Rank hold FDM as of Q1 2026.

  • Cetera Investment Advisers held 8,508 shares of First Trust Dow Jones Select MicroCap Index Fund worth $698K as of Q1 2026.
  • Cetera Investment Advisers sold 2,466 First Trust Dow Jones Select MicroCap Index Fund shares in Q1 2026, an estimated $206K.
  • First Trust Dow Jones Select MicroCap Index Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3222 holding.
  • Cetera Investment Advisers first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q1 2024 and has held it in 5 quarters since.
  • Cetera Investment Advisers's First Trust Dow Jones Select MicroCap Index Fund position peaked at $881K in Q3 2025.
  • 85 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.