Key Financial Inc’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 | $4.51K | Hold |
63
| – | – | ﹤0.01% | 1054 |
|
|
2025
Q1 | $3.92K | Hold |
63
| – | – | ﹤0.01% | 1051 |
|
|
2024
Q4 | $4.29K | Hold |
63
| – | – | ﹤0.01% | 1037 |
|
|
2024
Q3 | $4.04K | Hold |
63
| – | – | ﹤0.01% | 1019 |
|
|
2024
Q2 | $3.78K | Hold |
63
| – | – | ﹤0.01% | 1023 |
|
|
2024
Q1 | $3.95K | Hold |
63
| – | – | ﹤0.01% | 1009 |
|
|
2023
Q4 | $3.86K | Hold |
63
| – | – | ﹤0.01% | 1006 |
|
|
2023
Q3 | $3.45K | Hold |
63
| – | – | ﹤0.01% | 1034 |
|
|
2023
Q2 | $3.54K | Hold |
63
| – | – | ﹤0.01% | 1063 |
|
|
2023
Q1 | $3.38K | Hold |
63
| – | – | ﹤0.01% | 878 |
|
|
2022
Q4 | $3.15K | Hold |
63
| – | – | ﹤0.01% | 873 |
|
|
2022
Q3 | $3K | Hold |
63
| – | – | ﹤0.01% | 878 |
|
|
2022
Q2 | $3K | Hold |
63
| – | – | ﹤0.01% | 882 |
|
|
2022
Q1 | $4K | Hold |
63
| – | – | ﹤0.01% | 825 |
|
|
2021
Q4 | $4K | Hold |
63
| – | – | ﹤0.01% | 741 |
|
|
2021
Q3 | $4K | Hold |
63
| – | – | ﹤0.01% | 734 |
|
|
2021
Q2 | $4K | Hold |
63
| – | – | ﹤0.01% | 708 |
|
|
2021
Q1 | $4K | Hold |
63
| – | – | ﹤0.01% | 618 |
|
|
2020
Q4 | $3K | Buy |
+63
| New | +$3K | ﹤0.01% | 609 |
|