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

Fidelity Investments’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 		$119K Buy
1,281
+599
+88% +$52.5K ﹤0.01% 3888
2026
Q1 		$56K Buy
682
+115
+20% +$9.6K ﹤0.01% 4079
2025
Q4 		$45.1K Buy
567
+190
+50% +$14.6K ﹤0.01% 4163
2025
Q3 		$28.6K Sell
377
-2
-0.5% -$148 ﹤0.01% 4210
2025
Q2 		$27.2K Sell
379
-74
-16% -$4.78K ﹤0.01% 4166
2025
Q1 		$28.2K Sell
453
-11
-2% -$743 ﹤0.01% 4092
2024
Q4 		$31.6K Sell
464
-1
-0.2% -$68 ﹤0.01% 4044
2024
Q3 		$29.8K Buy
465
+322
+225% +$20.2K ﹤0.01% 4011
2024
Q2 		$8.59K Hold
143
– – ﹤0.01% 4390
2024
Q1 		$9K Hold
143
– – ﹤0.01% 4315
2023
Q4 		$8.79K Buy
143
+1
+0.7% +$56 ﹤0.01% 4279
2023
Q3 		$7.8K Buy
142
+100
+238% +$5.72K ﹤0.01% 4202
2023
Q2 		$2.38K Hold
42
– – ﹤0.01% 4547
2023
Q1 		$2.27K Buy
+42
New +$2.41K ﹤0.01% 4596
2022
Q4 		– Sell
-21
Closed -$1K – 5423
2022
Q3 		$1K Buy
21
+20
+2,000% +$1.11K ﹤0.01% 4661
2022
Q2 		$0 Sell
1
-19
-95% -$1.06K ﹤0.01% 5088
2022
Q1 		$1K Buy
20
+18
+900% +$1.1K ﹤0.01% 4785
2021
Q4 		$0 Buy
+2
New +$126 ﹤0.01% 4530
2020
Q1 		– Sell
-1
Closed – – 3805
2019
Q4 		$0 Hold
1
– – ﹤0.01% 3921
2019
Q3 		$0 Hold
1
– – ﹤0.01% 3906
2019
Q2 		$0 Buy
+1
New +$45 ﹤0.01% 3865
2019
Q1 		– Sell
-1
Closed – – 3774
2018
Q4 		$0 Buy
+1
New +$45 ﹤0.01% 3686

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

Fidelity Investments's FDM Position: Q2 2026 in Review

Fidelity Investments increased its First Trust Dow Jones Select MicroCap Index Fund (FDM) stake by 88% in Q2 2026, buying an estimated $52.5K and bringing the position to 1,281 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #3888.

Fidelity Investments first reported a position in FDM in Q4 2018 and has held it in 22 quarters since. 93 funds tracked by Wall St. Rank hold FDM as of Q2 2026.

  • Fidelity Investments held 1,281 shares of First Trust Dow Jones Select MicroCap Index Fund worth $119K as of Q2 2026.
  • Fidelity Investments bought 599 First Trust Dow Jones Select MicroCap Index Fund shares in Q2 2026, an estimated $52.5K.
  • First Trust Dow Jones Select MicroCap Index Fund made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #3888 holding.
  • Fidelity Investments first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q4 2018 and has held it in 22 quarters since.
  • 93 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.