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

Key Financial Inc’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	–	Sell	-26	Closed	-$2.07K	–	1412
2025 Q4	$2.07K	Sell	26 -37	-59%	-$2.84K	﹤0.01%	1168
2025 Q3	$4.75K	Hold	63	–	–	﹤0.01%	1052
2025 Q2	$4.51K	Hold	63	–	–	﹤0.01%	1054
2025 Q1	$3.92K	Hold	63	–	–	﹤0.01%	1051
2024 Q4	$4.29K	Hold	63	–	–	﹤0.01%	1037
2024 Q3	$4.04K	Hold	63	–	–	﹤0.01%	1019
2024 Q2	$3.78K	Hold	63	–	–	﹤0.01%	1023
2024 Q1	$3.95K	Hold	63	–	–	﹤0.01%	1009
2023 Q4	$3.86K	Hold	63	–	–	﹤0.01%	1006
2023 Q3	$3.45K	Hold	63	–	–	﹤0.01%	1034
2023 Q2	$3.54K	Hold	63	–	–	﹤0.01%	1063
2023 Q1	$3.38K	Hold	63	–	–	﹤0.01%	878
2022 Q4	$3.15K	Hold	63	–	–	﹤0.01%	873
2022 Q3	$3K	Hold	63	–	–	﹤0.01%	878
2022 Q2	$3K	Hold	63	–	–	﹤0.01%	882
2022 Q1	$4K	Hold	63	–	–	﹤0.01%	825
2021 Q4	$4K	Hold	63	–	–	﹤0.01%	741
2021 Q3	$4K	Hold	63	–	–	﹤0.01%	734
2021 Q2	$4K	Hold	63	–	–	﹤0.01%	708
2021 Q1	$4K	Hold	63	–	–	﹤0.01%	618
2020 Q4	$3K	Buy	+63	New	+$2.73K	﹤0.01%	609

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

PAG

Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Key Financial Inc's FDM Position: Q1 2026 in Review

Key Financial Inc sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q1 2026, closing a stake of 26 shares — an estimated $2.07K sold.

Key Financial Inc first reported a position in FDM in Q4 2020 and held it in 21 quarters. The position peaked at $4.75K in Q3 2025. 85 funds tracked by Wall St. Rank hold FDM as of Q1 2026.

Key Financial Inc reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q1 2026 after selling out during the quarter.
Key Financial Inc sold 26 First Trust Dow Jones Select MicroCap Index Fund shares in Q1 2026, an estimated $2.07K.
Key Financial Inc first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q4 2020 and held it in 21 quarters.
Key Financial Inc's First Trust Dow Jones Select MicroCap Index Fund position peaked at $4.75K in Q3 2025.
85 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.