Jones Financial Companies

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

Jones Financial Companies’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	$1.52M	Buy	18,770 +3,894	+26%	+$325K	﹤0.01%	1541
2025 Q4	$1.18M	Buy	14,876 +2,033	+16%	+$156K	﹤0.01%	1162
2025 Q3	$982K	Buy	12,843 +1,789	+16%	+$132K	﹤0.01%	1139
2025 Q2	$788K	Buy	11,054 +1,940	+21%	+$125K	﹤0.01%	1102
2025 Q1	$569K	Buy	9,114 +2,596	+40%	+$175K	﹤0.01%	1075
2024 Q4	$444K	Buy	6,518 +1,170	+22%	+$79.6K	﹤0.01%	1037
2024 Q3	$341K	Buy	5,348 +4,265	+394%	+$267K	﹤0.01%	956
2024 Q2	$64.9K	Buy	+1,083	New	+$66K	﹤0.01%	1166

Other funds holding FDM

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return

Private Advisory Group Redmond, Washington $1.44B 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 $501B 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 $15.4B AUM 18.35% 1-Year Est. Return

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