Kingsview Wealth Management
FDM icon

Kingsview Wealth Management’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Kingsview Wealth Management’s Portfolio FDM Stock Details FDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,719
Closed -$228K – 1025
2023
Q4 		$228K Sell
3,719
-5,050
-58% -$282K 0.01% 857
2023
Q3 		$480K Buy
+8,769
New +$502K 0.02% 624

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Kingsview Wealth Management's FDM Position: Q1 2024 in Review

Kingsview Wealth Management sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q1 2024, closing a stake of 3,719 shares — an estimated $228K sold.

Kingsview Wealth Management first reported a position in FDM in Q3 2023 and held it in 2 quarters. The position peaked at $480K in Q3 2023. 63 funds tracked by Wall St. Rank hold FDM as of Q1 2024.

  • Kingsview Wealth Management reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q1 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 3,719 First Trust Dow Jones Select MicroCap Index Fund shares in Q1 2024, an estimated $228K.
  • Kingsview Wealth Management first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q3 2023 and held it in 2 quarters.
  • Kingsview Wealth Management's First Trust Dow Jones Select MicroCap Index Fund position peaked at $480K in Q3 2023.
  • 63 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q1 2024.

Based on Kingsview Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.