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 Q2	$3.22M	Sell	34,600 -21,273	-38%	-$1.86M	﹤0.01%	3109
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 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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

&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

Raymond James Financial's FDM Position: Q2 2026 in Review

Raymond James Financial reduced its First Trust Dow Jones Select MicroCap Index Fund (FDM) stake by 38% in Q2 2026, selling an estimated $1.86M and leaving 34,600 shares worth $3.22M. The position accounts for ﹤0.01% of the portfolio, ranked #3109.

Raymond James Financial first reported a position in FDM in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.59M in Q1 2026. 93 funds tracked by Wall St. Rank hold FDM as of Q2 2026.

Raymond James Financial held 34,600 shares of First Trust Dow Jones Select MicroCap Index Fund worth $3.22M as of Q2 2026.
Raymond James Financial sold 21,273 First Trust Dow Jones Select MicroCap Index Fund shares in Q2 2026, an estimated $1.86M.
First Trust Dow Jones Select MicroCap Index Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3109 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 7 quarters since.
Raymond James Financial's First Trust Dow Jones Select MicroCap Index Fund position peaked at $4.59M 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 Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.