Baird Financial Group’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 | $9.68M | Sell |
135,125
-8,047
| -6% | -$576K | 0.02% | 531 |
|
2025
Q1 | $8.9M | Buy |
143,172
+9,501
| +7% | +$591K | 0.02% | 535 |
|
2024
Q4 | $9.11M | Sell |
133,671
-39,031
| -23% | -$2.66M | 0.02% | 533 |
|
2024
Q3 | $11.1M | Sell |
172,702
-1,427
| -0.8% | -$91.5K | 0.02% | 481 |
|
2024
Q2 | $10.4M | Sell |
174,129
-398
| -0.2% | -$23.9K | 0.02% | 467 |
|
2024
Q1 | $11M | Buy |
174,527
+2,423
| +1% | +$152K | 0.02% | 449 |
|
2023
Q4 | $10.6M | Buy |
172,104
+5,310
| +3% | +$326K | 0.02% | 443 |
|
2023
Q3 | $9.14M | Sell |
166,794
-359
| -0.2% | -$19.7K | 0.02% | 454 |
|
2023
Q2 | $9.4M | Sell |
167,153
-3,501
| -2% | -$197K | 0.02% | 461 |
|
2023
Q1 | $9.16M | Sell |
170,654
-9,645
| -5% | -$517K | 0.02% | 449 |
|
2022
Q4 | $10M | Sell |
180,299
-2,427
| -1% | -$135K | 0.03% | 436 |
|
2022
Q3 | $9.14M | Buy |
182,726
+1,150
| +0.6% | +$57.5K | 0.03% | 438 |
|
2022
Q2 | $9.51M | Buy |
181,576
+15,649
| +9% | +$819K | 0.03% | 450 |
|
2022
Q1 | $10M | Buy |
165,927
+4,529
| +3% | +$273K | 0.02% | 445 |
|
2021
Q4 | $10.3M | Sell |
161,398
-10,748
| -6% | -$687K | 0.02% | 430 |
|
2021
Q3 | $10.3M | Buy |
172,146
+1,787
| +1% | +$107K | 0.03% | 427 |
|
2021
Q2 | $10.5M | Buy |
170,359
+8,399
| +5% | +$519K | 0.03% | 419 |
|
2021
Q1 | $9.74M | Buy |
161,960
+2,862
| +2% | +$172K | 0.03% | 417 |
|
2020
Q4 | $7.62M | Buy |
+159,098
| New | +$7.62M | 0.02% | 436 |
|