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

Glass Jacobson Investment 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 Q1	$4.83K	Hold	59	–	–	﹤0.01%	508
2025 Q4	$4.67K	Buy	59 +1	+2%	+$77	﹤0.01%	498
2025 Q3	$4.42K	Hold	58	–	–	﹤0.01%	497
2025 Q2	$4.17K	Buy	+58	New	+$3.75K	﹤0.01%	484

Other funds holding FDM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return