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

HRT Financial’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
-14,058
Closed -$1.06M – 3408
2025
Q3 		$1.06M Buy
+14,058
New +$1.04M ﹤0.01% 1486

Other funds holding FDM

CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 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 $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $15.5B AUM 18.35% 1-Year Est. Return

HRT Financial's FDM Position: Q4 2025 in Review

HRT Financial sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q4 2025, closing a stake of 14,058 shares — an estimated $1.06M sold.

HRT Financial first reported a position in FDM in Q3 2025 and held it in 1 quarter. The position peaked at $1.06M in Q3 2025. 84 funds tracked by Wall St. Rank hold FDM as of Q4 2025.

  • HRT Financial reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q4 2025 after selling out during the quarter.
  • HRT Financial sold 14,058 First Trust Dow Jones Select MicroCap Index Fund shares in Q4 2025, an estimated $1.06M.
  • HRT Financial first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q3 2025 and held it in 1 quarter.
  • HRT Financial's First Trust Dow Jones Select MicroCap Index Fund position peaked at $1.06M in Q3 2025.
  • 84 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q4 2025.

Based on HRT Financial's 13F filing for Q4 2025, filed 12 Feb 2026.