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

Larson Financial Group’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 		$12.9K Sell
138
-3
-2% -$263 ﹤0.01% 2251
2026
Q1 		$11.6K Sell
141
-21
-13% -$1.75K ﹤0.01% 2148
2025
Q4 		$12.9K Sell
162
-161
-50% -$12.4K ﹤0.01% 1972
2025
Q3 		$24.5K Sell
323
-553
-63% -$40.8K ﹤0.01% 1523
2025
Q2 		$62.8K Sell
876
-67
-7% -$4.33K ﹤0.01% 990
2025
Q1 		$58.6K Sell
943
-2
-0.2% -$135 ﹤0.01% 968
2024
Q4 		$64.4K Sell
945
-9
-0.9% -$612 ﹤0.01% 827
2024
Q3 		$61.1K Sell
954
-424
-31% -$26.6K ﹤0.01% 848
2024
Q2 		$82.6K Buy
1,378
+11
+0.8% +$670 0.01% 697
2024
Q1 		$85.8K Sell
1,367
-133
-9% -$7.92K 0.01% 572
2023
Q4 		$92K Buy
1,500
+7
+0.5% +$390 0.01% 500
2023
Q3 		$81.8K Sell
1,493
-68
-4% -$3.89K 0.01% 493
2023
Q2 		$87.8K Buy
1,561
+10
+0.6% +$532 0.01% 444
2023
Q1 		$83.2K Buy
1,551
+5
+0.3% +$287 0.01% 452
2022
Q4 		$85.8K Sell
1,546
-247
-14% -$13.8K 0.01% 430
2022
Q3 		$90K Sell
1,793
-89
-5% -$4.95K 0.01% 371
2022
Q2 		$99K Sell
1,882
-25
-1% -$1.4K 0.02% 262
2022
Q1 		$115K Buy
1,907
+1
+0.1% +$61 0.02% 259
2021
Q4 		$122K Buy
1,906
+10
+0.5% +$630 0.02% 248
2021
Q3 		$114K Sell
1,896
-14
-0.7% -$840 0.02% 195
2021
Q2 		$118K Sell
1,910
-91
-5% -$5.52K 0.03% 174
2021
Q1 		$120K Sell
2,001
-598
-23% -$33.6K 0.04% 156
2020
Q4 		$124K Sell
2,599
-626
-19% -$27.2K 0.04% 123
2020
Q3 		$121K Sell
3,225
-50,610
-94% -$1.98M 0.05% 115
2020
Q2 		$2.11M Buy
53,835
+12,578
+30% +$448K 1% 26
2020
Q1 		$1.29M Buy
41,257
+19,144
+87% +$834K 0.81% 28
2019
Q4 		$1.13M Buy
22,113
+3,342
+18% +$159K 0.65% 30
2019
Q3 		$858K Buy
+18,771
New +$845K 0.56% 35

Other funds holding FDM

LPL Financial
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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
P
&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

Larson Financial Group's FDM Position: Q2 2026 in Review

Larson Financial Group reduced its First Trust Dow Jones Select MicroCap Index Fund (FDM) stake by 2.1% in Q2 2026, selling an estimated $263 and leaving 138 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2251.

Larson Financial Group first reported a position in FDM in Q3 2019 and has held it in 28 quarters since. The position peaked at $2.11M in Q2 2020. 93 funds tracked by Wall St. Rank hold FDM as of Q2 2026.

  • Larson Financial Group held 138 shares of First Trust Dow Jones Select MicroCap Index Fund worth $12.9K as of Q2 2026.
  • Larson Financial Group sold 3 First Trust Dow Jones Select MicroCap Index Fund shares in Q2 2026, an estimated $263.
  • First Trust Dow Jones Select MicroCap Index Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2251 holding.
  • Larson Financial Group first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q3 2019 and has held it in 28 quarters since.
  • Larson Financial Group's First Trust Dow Jones Select MicroCap Index Fund position peaked at $2.11M in Q2 2020.
  • 93 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2026.

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