Atria Wealth Solutions’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-19,457
| Closed | -$1.21M | – | 1596 |
|
|
2025
Q1 | $1.21M | Buy |
19,457
+1,224
| +7% | +$76.1K | 0.01% | 801 |
|
|
2024
Q4 | $1.24M | Buy |
18,233
+1,309
| +8% | +$89.2K | 0.01% | 834 |
|
|
2024
Q3 | $1.08M | Buy |
16,924
+141
| +0.8% | +$9.04K | 0.01% | 876 |
|
|
2024
Q2 | $1.01M | Buy |
16,783
+372
| +2% | +$22.3K | 0.01% | 893 |
|
|
2024
Q1 | $1.03M | Buy |
16,411
+341
| +2% | +$21.4K | 0.01% | 891 |
|
|
2023
Q4 | $986K | Buy |
16,070
+1,321
| +9% | +$81K | 0.01% | 862 |
|
|
2023
Q3 | $808K | Buy |
14,749
+812
| +6% | +$44.5K | 0.01% | 908 |
|
|
2023
Q2 | $784K | Buy |
13,937
+934
| +7% | +$52.5K | 0.01% | 952 |
|
|
2023
Q1 | $698K | Buy |
13,003
+374
| +3% | +$20.1K | 0.01% | 963 |
|
|
2022
Q4 | $701K | Buy |
12,629
+281
| +2% | +$15.6K | 0.01% | 922 |
|
|
2022
Q3 | $617K | Sell |
12,348
-10
| -0.1% | -$500 | 0.01% | 916 |
|
|
2022
Q2 | $647K | Buy |
12,358
+4,045
| +49% | +$212K | 0.01% | 835 |
|
|
2022
Q1 | $501K | Buy |
+8,313
| New | +$501K | 0.01% | 1068 |
|