Mercer Global Advisors
FDM icon

Mercer Global Advisors’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Mercer Global Advisors’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 		$683K Sell
7,340
-453
-6% -$39.7K ﹤0.01% 2031
2026
Q1 		$640K Buy
7,793
+725
+10% +$60.5K ﹤0.01% 1817
2025
Q4 		$563K Sell
7,068
-713
-9% -$54.8K ﹤0.01% 1787
2025
Q3 		$589K Sell
7,781
-294
-4% -$21.7K ﹤0.01% 1670
2025
Q2 		$578K Sell
8,075
-750
-8% -$48.4K ﹤0.01% 1492
2025
Q1 		$549K Sell
8,825
-257
-3% -$17.4K ﹤0.01% 1421
2024
Q4 		$619K Sell
9,082
-46
-0.5% -$3.13K ﹤0.01% 1334
2024
Q3 		$583K Sell
9,128
-149
-2% -$9.34K ﹤0.01% 1259
2024
Q2 		$556K Buy
9,277
+5,947
+179% +$362K ﹤0.01% 1253
2024
Q1 		$209K Sell
3,330
-104
-3% -$6.2K ﹤0.01% 1762
2023
Q4 		$211K Buy
+3,434
New +$191K ﹤0.01% 1808
2023
Q3 		– Sell
-3,859
Closed -$217K – 1986
2023
Q2 		$217K Sell
3,859
-1,201
-24% -$63.9K ﹤0.01% 1700
2023
Q1 		$271K Buy
5,060
+3
+0.1% +$172 ﹤0.01% 1568
2022
Q4 		$281K Sell
5,057
-1,475
-23% -$82.5K ﹤0.01% 1535
2022
Q3 		$327K Sell
6,532
-197
-3% -$11K ﹤0.01% 1354
2022
Q2 		$352K Sell
6,729
-1,244
-16% -$69.7K ﹤0.01% 1345
2022
Q1 		$480K Sell
7,973
-3,790
-32% -$231K ﹤0.01% 1251
2021
Q4 		$752K Sell
11,763
-1,146
-9% -$72.2K ﹤0.01% 1015
2021
Q3 		$774K Sell
12,909
-49,915
-79% -$3M 0.01% 980
2021
Q2 		$3.88M Buy
62,824
+99
+0.2% +$6.01K 0.03% 384
2021
Q1 		$3.77M Buy
62,725
+5,795
+10% +$325K 0.03% 360
2020
Q4 		$2.73M Buy
56,930
+1,855
+3% +$80.5K 0.03% 354
2020
Q3 		$2.06M Buy
55,075
+6,050
+12% +$237K 0.03% 375
2020
Q2 		$1.92M Buy
49,025
+19,120
+64% +$682K 0.03% 340
2020
Q1 		$937K Buy
29,905
+17,335
+138% +$755K 0.02% 491
2019
Q4 		$640K Buy
+12,570
New +$598K 0.01% 652

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

Mercer Global Advisors's FDM Position: Q2 2026 in Review

Mercer Global Advisors reduced its First Trust Dow Jones Select MicroCap Index Fund (FDM) stake by 5.8% in Q2 2026, selling an estimated $39.7K and leaving 7,340 shares worth $683K. The position accounts for ﹤0.01% of the portfolio, ranked #2031.

Mercer Global Advisors first reported a position in FDM in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.88M in Q2 2021. 93 funds tracked by Wall St. Rank hold FDM as of Q2 2026.

  • Mercer Global Advisors held 7,340 shares of First Trust Dow Jones Select MicroCap Index Fund worth $683K as of Q2 2026.
  • Mercer Global Advisors sold 453 First Trust Dow Jones Select MicroCap Index Fund shares in Q2 2026, an estimated $39.7K.
  • First Trust Dow Jones Select MicroCap Index Fund made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2031 holding.
  • Mercer Global Advisors first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q4 2019 and has held it in 26 quarters since.
  • Mercer Global Advisors's First Trust Dow Jones Select MicroCap Index Fund position peaked at $3.88M in Q2 2021.
  • 93 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.