Kestra Advisory Services’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
Q2 | $288K | Hold |
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|
2025
Q1 | $250K | Sell |
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|
2024
Q4 | $281K | Buy |
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|
2024
Q3 | $226K | Sell |
|
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|
2024
Q2 | $220K | Buy |
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|
2024
Q1 | $204K | Buy |
|
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $237K | Sell |
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|
2023
Q1 | $229K | Sell |
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|
2022
Q4 | $262K | Buy |
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|
2022
Q3 | $233K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $242K | Buy |
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|
2021
Q4 | $236K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $451K | Buy |
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|
2021
Q1 | $221K | Buy |
|