HB Wealth Management’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
Q3 | $3.41M | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $2.8M | Hold |
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|
2024
Q4 | $3.07M | Hold |
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|
2024
Q3 | $2.88M | Hold |
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|
2024
Q2 | $2.7M | Buy |
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|
2024
Q1 | $2.2M | Hold |
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|
2023
Q4 | $2.15M | Buy |
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|
2023
Q3 | $1.37M | Hold |
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|
2023
Q2 | $1.41M | Hold |
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|
2023
Q1 | $1.34M | Hold |
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|
2022
Q4 | $1.39M | Hold |
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|
2022
Q3 | $1.25M | Buy |
|