CAPTRUST Financial 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 | $444K | Hold |
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|
2025
Q1 | $385K | Hold |
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|
2024
Q4 | $422K | Hold |
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|
2024
Q3 | $397K | Sell |
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|
2024
Q2 | $375K | Sell |
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|
2024
Q1 | $398K | Hold |
|
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|
2023
Q4 | $389K | Sell |
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|
2023
Q3 | $349K | Hold |
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|
2023
Q2 | $358K | Sell |
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|
2023
Q1 | $346K | Sell |
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|
2022
Q4 | $372K | Sell |
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|
2022
Q3 | $335K | Buy |
|