HighTower Advisors
FDM icon

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

HighTower 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 		$284K Sell
3,049
-2,074
-40% -$182K ﹤0.01% 3261
2026
Q1 		$421K Sell
5,123
-109
-2% -$9.1K ﹤0.01% 2871
2025
Q4 		$417K Buy
5,232
+848
+19% +$65.2K ﹤0.01% 2776
2025
Q3 		$332K Sell
4,384
-528
-11% -$39K ﹤0.01% 2956
2025
Q2 		$352K Sell
4,912
-1,041
-17% -$67.2K ﹤0.01% 2789
2025
Q1 		$370K Buy
5,953
+5
+0.1% +$338 ﹤0.01% 2701
2024
Q4 		$405K Sell
5,948
-308
-5% -$21K ﹤0.01% 2640
2024
Q3 		$403K Buy
6,256
+15
+0.2% +$940 ﹤0.01% 2573
2024
Q2 		$373K Sell
6,241
-130
-2% -$7.92K ﹤0.01% 2543
2024
Q1 		$401K Sell
6,371
-356
-5% -$21.2K ﹤0.01% 2441
2023
Q4 		$412K Sell
6,727
-195
-3% -$10.9K ﹤0.01% 2454
2023
Q3 		$377K Sell
6,922
-211
-3% -$12.1K ﹤0.01% 2423
2023
Q2 		$400K Sell
7,133
-154
-2% -$8.2K ﹤0.01% 2345
2023
Q1 		$395K Sell
7,287
-163
-2% -$9.35K ﹤0.01% 2266
2022
Q4 		$414K Buy
7,450
+10
+0.1% +$559 ﹤0.01% 2256
2022
Q3 		$378K Sell
7,440
-141
-2% -$7.85K ﹤0.01% 2205
2022
Q2 		$397K Sell
7,581
-1,548
-17% -$86.7K ﹤0.01% 2189
2022
Q1 		$545K Buy
9,129
+64
+0.7% +$3.9K ﹤0.01% 2116
2021
Q4 		$582K Buy
+9,065
New +$571K ﹤0.01% 2054

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

HighTower Advisors's FDM Position: Q2 2026 in Review

HighTower Advisors reduced its First Trust Dow Jones Select MicroCap Index Fund (FDM) stake by 40% in Q2 2026, selling an estimated $182K and leaving 3,049 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #3261.

HighTower Advisors first reported a position in FDM in Q4 2021 and has held it in 19 quarters since. The position peaked at $582K in Q4 2021. 93 funds tracked by Wall St. Rank hold FDM as of Q2 2026.

  • HighTower Advisors held 3,049 shares of First Trust Dow Jones Select MicroCap Index Fund worth $284K as of Q2 2026.
  • HighTower Advisors sold 2,074 First Trust Dow Jones Select MicroCap Index Fund shares in Q2 2026, an estimated $182K.
  • First Trust Dow Jones Select MicroCap Index Fund made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3261 holding.
  • HighTower Advisors first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q4 2021 and has held it in 19 quarters since.
  • HighTower Advisors's First Trust Dow Jones Select MicroCap Index Fund position peaked at $582K in Q4 2021.
  • 93 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.