Citadel Advisors’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Citadel 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	–	Sell	-21,318	Closed	-$1.75M	–	14014
2026 Q1	$1.75M	Buy	21,318 +12,060	+130%	+$1.01M	﹤0.01%	6373
2025 Q4	$737K	Buy	+9,258	New	+$711K	﹤0.01%	8099
2025 Q2	–	Sell	-14,309	Closed	-$890K	–	13275
2025 Q1	$890K	Sell	14,309 -26,715	-65%	-$1.8M	﹤0.01%	7224
2024 Q4	$2.8M	Buy	+41,024	New	+$2.79M	﹤0.01%	4951
2024 Q2	–	Sell	-21,642	Closed	-$1.36M	–	14584
2024 Q1	$1.36M	Buy	21,642 +14,037	+185%	+$836K	﹤0.01%	6293
2023 Q4	$466K	Sell	7,605 -10,586	-58%	-$590K	﹤0.01%	8266
2023 Q3	$997K	Buy	18,191 +14,553	+400%	+$833K	﹤0.01%	6558
2023 Q2	$205K	Sell	3,638 -10,278	-74%	-$547K	﹤0.01%	9841
2023 Q1	$747K	Buy	13,916 +994	+8%	+$57K	﹤0.01%	7423
2022 Q4	$717K	Sell	12,922 -3,106	-19%	-$174K	﹤0.01%	7488
2022 Q3	$801K	Buy	+16,028	New	+$892K	﹤0.01%	7474
2022 Q2	–	Sell	-15,822	Closed	-$953K	–	13208
2022 Q1	$953K	Sell	15,822 -27,217	-63%	-$1.66M	﹤0.01%	7814
2021 Q4	$2.75M	Buy	+43,039	New	+$2.71M	﹤0.01%	5511
2021 Q3	–	Sell	-10,037	Closed	-$620K	–	14024
2021 Q2	$620K	Buy	+10,037	New	+$609K	﹤0.01%	9535
2021 Q1	–	Sell	-15,743	Closed	-$754K	–	13309
2020 Q4	$754K	Buy	15,743 +1,606	+11%	+$69.7K	﹤0.01%	7375
2020 Q3	$530K	Buy	14,137 +8,664	+158%	+$339K	﹤0.01%	7192
2020 Q2	$214K	Buy	+5,473	New	+$195K	﹤0.01%	8426
2020 Q1	–	Sell	-14,999	Closed	-$764K	–	9753
2019 Q4	$764K	Buy	14,999 +8,581	+134%	+$408K	﹤0.01%	6088
2019 Q3	$293K	Sell	6,418 -32,463	-83%	-$1.46M	﹤0.01%	7590
2019 Q2	$1.76M	Buy	38,881 +30,286	+352%	+$1.36M	﹤0.01%	4736
2019 Q1	$384K	Sell	8,595 -49,957	-85%	-$2.25M	﹤0.01%	7233
2018 Q4	$2.38M	Buy	58,552 +24,409	+71%	+$1.11M	﹤0.01%	3879
2018 Q3	$1.75M	Buy	34,143 +9,549	+39%	+$496K	﹤0.01%	4633
2018 Q2	$1.25M	Buy	+24,594	New	+$1.22M	﹤0.01%	4829
2017 Q2	–	Sell	-25,109	Closed	-$1.07M	–	7637
2017 Q1	$1.07M	Buy	+25,109	New	+$1.08M	﹤0.01%	3896
2016 Q4	–	Sell	-6,175	Closed	-$224K	–	7417
2016 Q3	$224K	Buy	+6,175	New	+$219K	﹤0.01%	6153
2016 Q1	–	Sell	-39,620	Closed	-$1.3M	–	7124
2015 Q4	$1.3M	Buy	39,620 +433	+1%	+$14.6K	﹤0.01%	3266
2015 Q3	$1.24M	Buy	39,187 +33,016	+535%	+$1.1M	﹤0.01%	3530
2015 Q2	$214K	Sell	6,171 -28,934	-82%	-$992K	﹤0.01%	6226
2015 Q1	$1.2M	Buy	+35,105	New	+$1.16M	﹤0.01%	3707

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

Citadel Advisors's FDM Position: Q2 2026 in Review

Citadel Advisors sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q2 2026, closing a stake of 21,318 shares — an estimated $1.75M sold.

Citadel Advisors first reported a position in FDM in Q1 2015 and held it in 30 quarters. The position peaked at $2.8M in Q4 2024. 93 funds tracked by Wall St. Rank hold FDM as of Q2 2026.

Citadel Advisors reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q2 2026 after selling out during the quarter.
Citadel Advisors sold 21,318 First Trust Dow Jones Select MicroCap Index Fund shares in Q2 2026, an estimated $1.75M.
Citadel Advisors first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q1 2015 and held it in 30 quarters.
Citadel Advisors's First Trust Dow Jones Select MicroCap Index Fund position peaked at $2.8M 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 Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.