Raymond James Financial
FDM icon

Raymond James Financial’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Raymond James Financial’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 		$4.59M Buy
55,873
+259
+0.5% +$21.6K ﹤0.01% 2660
2025
Q4 		$4.43M Buy
55,614
+18,223
+49% +$1.4M ﹤0.01% 2615
2025
Q3 		$2.83M Sell
37,391
-733
-2% -$54.1K ﹤0.01% 2906
2025
Q2 		$2.73M Buy
38,124
+713
+2% +$46.1K ﹤0.01% 2824
2025
Q1 		$2.33M Sell
37,411
-1,210
-3% -$81.7K ﹤0.01% 2879
2024
Q4 		$2.63M Buy
+38,621
New +$2.63M ﹤0.01% 2775

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
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
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Raymond James Financial's FDM Position: Q1 2026 in Review

Raymond James Financial increased its First Trust Dow Jones Select MicroCap Index Fund (FDM) stake by 0.47% in Q1 2026, buying an estimated $21.6K and bringing the position to 55,873 shares worth $4.59M. The position accounts for ﹤0.01% of the portfolio, ranked #2660.

Raymond James Financial first reported a position in FDM in Q4 2024 and has held it in 6 quarters since. 85 funds tracked by Wall St. Rank hold FDM as of Q1 2026.

  • Raymond James Financial held 55,873 shares of First Trust Dow Jones Select MicroCap Index Fund worth $4.59M as of Q1 2026.
  • Raymond James Financial bought 259 First Trust Dow Jones Select MicroCap Index Fund shares in Q1 2026, an estimated $21.6K.
  • First Trust Dow Jones Select MicroCap Index Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2660 holding.
  • Raymond James Financial first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q4 2024 and has held it in 6 quarters since.
  • 85 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.