EF
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Envision Financial’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Envision Financial’s Portfolio FDM Stock Details FDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.03M Sell
14,313
-1,667
-10% -$119K 0.68% 27
2025
Q1 		$994K Sell
15,980
-1,111
-7% -$69.1K 0.75% 26
2024
Q4 		$1.16M Buy
+17,091
New +$1.16M 0.93% 25