HighTower Advisors’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 | $352K | Sell |
4,912
-1,041
| -17% | -$74.6K | ﹤0.01% | 2780 |
|
2025
Q1 | $370K | Buy |
5,953
+5
| +0.1% | +$311 | ﹤0.01% | 2688 |
|
2024
Q4 | $405K | Sell |
5,948
-308
| -5% | -$21K | ﹤0.01% | 2625 |
|
2024
Q3 | $403K | Buy |
6,256
+15
| +0.2% | +$966 | ﹤0.01% | 2569 |
|
2024
Q2 | $373K | Sell |
6,241
-130
| -2% | -$7.77K | ﹤0.01% | 2532 |
|
2024
Q1 | $401K | Sell |
6,371
-356
| -5% | -$22.4K | ﹤0.01% | 2432 |
|
2023
Q4 | $412K | Sell |
6,727
-195
| -3% | -$11.9K | ﹤0.01% | 2438 |
|
2023
Q3 | $377K | Sell |
6,922
-211
| -3% | -$11.5K | ﹤0.01% | 2413 |
|
2023
Q2 | $400K | Sell |
7,133
-154
| -2% | -$8.64K | ﹤0.01% | 2339 |
|
2023
Q1 | $395K | Sell |
7,287
-163
| -2% | -$8.84K | ﹤0.01% | 2252 |
|
2022
Q4 | $414K | Buy |
7,450
+10
| +0.1% | +$556 | ﹤0.01% | 2237 |
|
2022
Q3 | $378K | Sell |
7,440
-141
| -2% | -$7.16K | ﹤0.01% | 2191 |
|
2022
Q2 | $397K | Sell |
7,581
-1,548
| -17% | -$81.1K | ﹤0.01% | 2172 |
|
2022
Q1 | $545K | Buy |
9,129
+64
| +0.7% | +$3.82K | ﹤0.01% | 2105 |
|
2021
Q4 | $582K | Buy |
+9,065
| New | +$582K | ﹤0.01% | 2042 |
|