Key Financial Inc’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
2026 Q1	–	Sell	-26	Closed	-$2.07K	–	1412
2025 Q4	$2.07K	Sell	26 -37	-59%	-$2.84K	﹤0.01%	1168
2025 Q3	$4.75K	Hold	63	–	–	﹤0.01%	1052
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	+$2.73K	﹤0.01%	609