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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
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 $377B AUM 19.32% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Larson Financial Group's FDM Position: Q1 2026 in Review

Larson Financial Group reduced its First Trust Dow Jones Select MicroCap Index Fund (FDM) stake by 13% in Q1 2026, selling an estimated $1.75K and leaving 141 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2148.

Larson Financial Group first reported a position in FDM in Q3 2019 and has held it in 27 quarters since. The position peaked at $2.11M in Q2 2020. 85 funds tracked by Wall St. Rank hold FDM as of Q1 2026.

  • Larson Financial Group held 141 shares of First Trust Dow Jones Select MicroCap Index Fund worth $11.6K as of Q1 2026.
  • Larson Financial Group sold 21 First Trust Dow Jones Select MicroCap Index Fund shares in Q1 2026, an estimated $1.75K.
  • First Trust Dow Jones Select MicroCap Index Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2148 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 27 quarters since.
  • Larson Financial Group's First Trust Dow Jones Select MicroCap Index Fund position peaked at $2.11M in Q2 2020.
  • 85 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.