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Johnson Investment Counsel’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Johnson Investment Counsel’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
Q1 		– Sell
-851
Closed -$207K – 816
2024
Q4 		$207K Buy
+851
New +$57.9K ﹤0.01% 752

Other funds holding FDM

CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
AFG
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Johnson Investment Counsel's FDM Position: Q1 2025 in Review

Johnson Investment Counsel sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q1 2025, closing a stake of 851 shares — an estimated $207K sold.

Johnson Investment Counsel first reported a position in FDM in Q4 2024 and held it in 1 quarter. The position peaked at $207K in Q4 2024. 69 funds tracked by Wall St. Rank hold FDM as of Q1 2025.

  • Johnson Investment Counsel reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q1 2025 after selling out during the quarter.
  • Johnson Investment Counsel sold 851 First Trust Dow Jones Select MicroCap Index Fund shares in Q1 2025, an estimated $207K.
  • Johnson Investment Counsel first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q4 2024 and held it in 1 quarter.
  • Johnson Investment Counsel's First Trust Dow Jones Select MicroCap Index Fund position peaked at $207K in Q4 2024.
  • 69 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q1 2025.

Based on Johnson Investment Counsel's 13F filing for Q1 2025, filed 21 Apr 2025.