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

Citigroup’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
2025
Q4 		– Sell
-1
Closed -$76 – 6177
2025
Q3 		$76 Buy
+1
New +$74 ﹤0.01% 5825
2023
Q4 		– Sell
-2
Closed -$110 – 5754
2023
Q3 		$110 Sell
2
-425
-100% -$24.3K ﹤0.01% 5395
2023
Q2 		$24K Sell
427
-575
-57% -$30.6K ﹤0.01% 4914
2023
Q1 		$53.8K Buy
+1,002
New +$57.4K ﹤0.01% 4235
2021
Q3 		– Sell
-4,903
Closed -$303K – 5928
2021
Q2 		$303K Sell
4,903
-443
-8% -$26.9K ﹤0.01% 4014
2021
Q1 		$321K Buy
5,346
+2,734
+105% +$154K ﹤0.01% 3753
2020
Q4 		$125K Hold
2,612
– – ﹤0.01% 5355
2020
Q3 		$98K Hold
2,612
– – ﹤0.01% 5131
2020
Q2 		$102K Hold
2,612
– – ﹤0.01% 5557
2020
Q1 		$82K Buy
+2,612
New +$114K ﹤0.01% 5518
2016
Q2 		– Sell
-68
Closed -$2K – 7168
2016
Q1 		$2K Sell
68
-65
-49% -$2.02K ﹤0.01% 7198
2015
Q4 		$4K Sell
133
-120
-47% -$4.04K ﹤0.01% 7107
2015
Q3 		$8K Buy
253
+90
+55% +$3K ﹤0.01% 6537
2015
Q2 		$6K Buy
+163
New +$5.59K ﹤0.01% 6672
2013
Q4 		– Sell
-1,000
Closed -$29K – 7025
2013
Q3 		$29K Buy
+1,000
New +$28.3K ﹤0.01% 5674

Other funds holding FDM

CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 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 $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
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Citigroup's FDM Position: Q4 2025 in Review

Citigroup sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q4 2025, closing a stake of 1 share — an estimated $76 sold.

Citigroup first reported a position in FDM in Q3 2013 and held it in 15 quarters. The position peaked at $321K in Q1 2021. 84 funds tracked by Wall St. Rank hold FDM as of Q4 2025.

  • Citigroup reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q4 2025 after selling out during the quarter.
  • Citigroup sold 1 First Trust Dow Jones Select MicroCap Index Fund share in Q4 2025, an estimated $76.
  • Citigroup first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q3 2013 and held it in 15 quarters.
  • Citigroup's First Trust Dow Jones Select MicroCap Index Fund position peaked at $321K in Q1 2021.
  • 84 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q4 2025.

Based on Citigroup's 13F filing for Q4 2025, filed 13 Feb 2026.