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Park Square Financial Group’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Park Square 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
2025
Q3 		– Sell
-562
Closed -$40.3K – 483
2025
Q2 		$40.3K Hold
562
– – 0.03% 335
2025
Q1 		$34.9K Hold
562
– – 0.03% 331
2024
Q4 		$38.3K Buy
+562
New +$38.2K 0.03% 318

Other funds holding FDM

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Park Square Financial Group's FDM Position: Q3 2025 in Review

Park Square Financial Group sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q3 2025, closing a stake of 562 shares — an estimated $40.3K sold.

Park Square Financial Group first reported a position in FDM in Q4 2024 and held it in 3 quarters. The position peaked at $40.3K in Q2 2025. 75 funds tracked by Wall St. Rank hold FDM as of Q3 2025.

  • Park Square Financial Group reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 562 First Trust Dow Jones Select MicroCap Index Fund shares in Q3 2025, an estimated $40.3K.
  • Park Square Financial Group first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's First Trust Dow Jones Select MicroCap Index Fund position peaked at $40.3K in Q2 2025.
  • 75 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.