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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
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 $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

NewEdge Advisors's FDM Position: Q1 2026 in Review

NewEdge Advisors reduced its First Trust Dow Jones Select MicroCap Index Fund (FDM) stake by 0.39% in Q1 2026, selling an estimated $501 and leaving 1,515 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #2702.

NewEdge Advisors first reported a position in FDM in Q4 2022 and has held it in 14 quarters since. 85 funds tracked by Wall St. Rank hold FDM as of Q1 2026.

  • NewEdge Advisors held 1,515 shares of First Trust Dow Jones Select MicroCap Index Fund worth $124K as of Q1 2026.
  • NewEdge Advisors sold 6 First Trust Dow Jones Select MicroCap Index Fund shares in Q1 2026, an estimated $501.
  • First Trust Dow Jones Select MicroCap Index Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2702 holding.
  • NewEdge Advisors first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q4 2022 and has held it in 14 quarters since.
  • 85 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.