Jones Financial Companies’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
$788K Buy
11,054
+1,940
+21% +$138K ﹤0.01% 1102
2025
Q1
$569K Buy
9,114
+2,596
+40% +$162K ﹤0.01% 1075
2024
Q4
$444K Buy
6,518
+1,170
+22% +$79.7K ﹤0.01% 1037
2024
Q3
$341K Buy
5,348
+4,265
+394% +$272K ﹤0.01% 956
2024
Q2
$64.9K Buy
+1,083
New +$64.9K ﹤0.01% 1166