Kendall Capital Management’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 | $1.59M | Buy |
22,209
+190
| +0.9% | +$13.6K | 0.42% | 62 |
|
|
2025
Q1 | $1.37M | Sell |
22,019
-148
| -0.7% | -$9.2K | 0.4% | 66 |
|
|
2024
Q4 | $1.51M | Buy |
22,167
+260
| +1% | +$17.7K | 0.44% | 63 |
|
|
2024
Q3 | $1.4M | Buy |
21,907
+148
| +0.7% | +$9.49K | 0.43% | 68 |
|
|
2024
Q2 | $1.3M | Hold |
21,759
| – | – | 0.43% | 68 |
|
|
2024
Q1 | $1.37M | Buy |
21,759
+5,835
| +37% | +$366K | 0.47% | 67 |
|
|
2023
Q4 | $977K | Buy |
+15,924
| New | +$977K | 0.38% | 84 |
|