Bay Colony Advisors’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $613K | Sell |
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|
2025
Q1 | $550K | Buy |
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|
2024
Q4 | $596K | Sell |
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|
2024
Q3 | $643K | Buy |
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|
2024
Q2 | $601K | Sell |
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|
2024
Q1 | $631K | Buy |
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|
2023
Q4 | $527K | Buy |
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|
2023
Q3 | $464K | Sell |
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|
2023
Q2 | $501K | Hold |
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|
2023
Q1 | $471K | Sell |
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|
2022
Q4 | $501K | Sell |
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|
2022
Q3 | $463K | Sell |
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|
2022
Q2 | $565K | Buy |
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|
2022
Q1 | $529K | Sell |
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|
2021
Q4 | $564K | Sell |
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|
2021
Q3 | $535K | Buy |
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|
2021
Q2 | $409K | Buy |
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|
2021
Q1 | $390K | Hold |
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|
2020
Q4 | $311K | Sell |
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|
2020
Q3 | $264K | Sell |
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|
2020
Q2 | $320K | Sell |
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|
2020
Q1 | $260K | Buy |
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|
2019
Q4 | $390K | Buy |
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|
2019
Q3 | $333K | Buy |
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|
2019
Q2 | $284K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $13K | Buy |
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