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 Q2	$2.21M	Buy	23,912 +5,142	+27%	+$450K	﹤0.01%	1525
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 $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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

&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

Jones Financial Companies's FDM Position: Q2 2026 in Review

Jones Financial Companies increased its First Trust Dow Jones Select MicroCap Index Fund (FDM) stake by 27% in Q2 2026, buying an estimated $450K and bringing the position to 23,912 shares worth $2.21M. The position accounts for ﹤0.01% of the portfolio, ranked #1525.

Jones Financial Companies first reported a position in FDM in Q2 2024 and has held it in 9 quarters since. 93 funds tracked by Wall St. Rank hold FDM as of Q2 2026.

Jones Financial Companies held 23,912 shares of First Trust Dow Jones Select MicroCap Index Fund worth $2.21M as of Q2 2026.
Jones Financial Companies bought 5,142 First Trust Dow Jones Select MicroCap Index Fund shares in Q2 2026, an estimated $450K.
First Trust Dow Jones Select MicroCap Index Fund made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1525 holding.
Jones Financial Companies first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q2 2024 and has held it in 9 quarters since.
93 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.