Kingsview Wealth 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
2024
Q1
Sell
-3,719
Closed -$228K 1024
2023
Q4
$228K Sell
3,719
-5,050
-58% -$310K 0.01% 857
2023
Q3
$480K Buy
+8,769
New +$480K 0.02% 624