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FDM icon

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

NewEdge 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 		$141K Hold
1,515
– – ﹤0.01% 2859
2026
Q1 		$124K Sell
1,515
-6
-0.4% -$501 ﹤0.01% 2702
2025
Q4 		$121K Buy
1,521
+68
+5% +$5.22K ﹤0.01% 2711
2025
Q3 		$110K Buy
1,453
+230
+19% +$17K ﹤0.01% 2576
2025
Q2 		$87.6K Hold
1,223
– – ﹤0.01% 2466
2025
Q1 		$76.1K Buy
1,223
+295
+32% +$19.9K ﹤0.01% 2392
2024
Q4 		$63.3K Buy
928
+704
+314% +$47.9K ﹤0.01% 2439
2024
Q3 		$14.4K Buy
224
+35
+19% +$2.19K ﹤0.01% 2836
2024
Q2 		$11.3K Hold
189
– – ﹤0.01% 2819
2024
Q1 		$11.9K Sell
189
-3
-2% -$179 ﹤0.01% 2818
2023
Q4 		$11.8K Sell
192
-280
-59% -$15.6K ﹤0.01% 2779
2023
Q3 		$25.9K Sell
472
-590
-56% -$33.8K ﹤0.01% 2307
2023
Q2 		$59.7K Buy
1,062
+483
+83% +$25.7K ﹤0.01% 2034
2023
Q1 		$31.1K Sell
579
-313
-35% -$17.9K ﹤0.01% 2190
2022
Q4 		$12.4K Buy
+892
New +$49.9K ﹤0.01% 2298

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

NewEdge Advisors's FDM Position: Q2 2026 in Review

NewEdge Advisors held its First Trust Dow Jones Select MicroCap Index Fund (FDM) position steady in Q2 2026 at 1,515 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #2859.

NewEdge Advisors first reported a position in FDM in Q4 2022 and has held it in 15 quarters since. 93 funds tracked by Wall St. Rank hold FDM as of Q2 2026.

  • NewEdge Advisors held 1,515 shares of First Trust Dow Jones Select MicroCap Index Fund worth $141K as of Q2 2026.
  • NewEdge Advisors left its First Trust Dow Jones Select MicroCap Index Fund share count unchanged in Q2 2026.
  • First Trust Dow Jones Select MicroCap Index Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2859 holding.
  • NewEdge Advisors first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q4 2022 and has held it in 15 quarters since.
  • 93 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.