OSAM
FDM icon

O'Shaughnessy Asset Management’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

O'Shaughnessy Asset Management’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 		– Sell
-2,426
Closed -$199K – 2701
2026
Q1 		$199K Buy
+2,426
New +$202K ﹤0.01% 1992

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

O'Shaughnessy Asset Management's FDM Position: Q2 2026 in Review

O'Shaughnessy Asset Management sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q2 2026, closing a stake of 2,426 shares — an estimated $199K sold.

O'Shaughnessy Asset Management first reported a position in FDM in Q1 2026 and held it in 1 quarter. The position peaked at $199K in Q1 2026. 93 funds tracked by Wall St. Rank hold FDM as of Q2 2026.

  • O'Shaughnessy Asset Management reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q2 2026 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 2,426 First Trust Dow Jones Select MicroCap Index Fund shares in Q2 2026, an estimated $199K.
  • O'Shaughnessy Asset Management first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q1 2026 and held it in 1 quarter.
  • O'Shaughnessy Asset Management's First Trust Dow Jones Select MicroCap Index Fund position peaked at $199K in Q1 2026.
  • 93 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.