Horizon Advisory Services’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Horizon Advisory Services’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 Q2	–	Sell	-3,588	Closed	-$223K	–	47
2025 Q1	$223K	Sell	3,588 -539	-13%	-$36.4K	0.13%	43
2024 Q4	$281K	Sell	4,127 -311,273	-99%	-$21.2M	0.16%	33
2024 Q3	$20.2M	Buy	315,400 +228	+0.1%	+$14.3K	9.22%	6
2024 Q2	$18.9M	Buy	315,172 +157	+0%	+$9.57K	9.04%	6
2024 Q1	$19.8M	Buy	+315,015	New	+$18.8M	9.21%	6

Other funds holding FDM

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

PAG

Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 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

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Horizon Advisory Services's FDM Position: Q2 2025 in Review

Horizon Advisory Services sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q2 2025, closing a stake of 3,588 shares — an estimated $223K sold.

Horizon Advisory Services first reported a position in FDM in Q1 2024 and held it in 5 quarters. The position peaked at $20.2M in Q3 2024. 72 funds tracked by Wall St. Rank hold FDM as of Q2 2025.

Horizon Advisory Services reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q2 2025 after selling out during the quarter.
Horizon Advisory Services sold 3,588 First Trust Dow Jones Select MicroCap Index Fund shares in Q2 2025, an estimated $223K.
Horizon Advisory Services first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q1 2024 and held it in 5 quarters.
Horizon Advisory Services's First Trust Dow Jones Select MicroCap Index Fund position peaked at $20.2M in Q3 2024.
72 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2025.

Based on Horizon Advisory Services's 13F filing for Q2 2025, filed 23 Jul 2025.