Larson Financial Group’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
Q3 | $24.5K | Sell |
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|
2025
Q2 | $62.8K | Sell |
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|
2025
Q1 | $58.6K | Sell |
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|
2024
Q4 | $64.4K | Sell |
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|
2024
Q3 | $61.1K | Sell |
|
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|
2024
Q2 | $82.6K | Buy |
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|
2024
Q1 | $85.8K | Sell |
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|
2023
Q4 | $92K | Buy |
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|
2023
Q3 | $81.8K | Sell |
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|
2023
Q2 | $87.8K | Buy |
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|
2023
Q1 | $83.2K | Buy |
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|
2022
Q4 | $85.8K | Sell |
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|
2022
Q3 | $90K | Sell |
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|
2022
Q2 | $99K | Sell |
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|
2022
Q1 | $115K | Buy |
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|
2021
Q4 | $122K | Buy |
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|
2021
Q3 | $114K | Sell |
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|
2021
Q2 | $118K | Sell |
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|
2021
Q1 | $120K | Sell |
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|
2020
Q4 | $124K | Sell |
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|
2020
Q3 | $121K | Sell |
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|
2020
Q2 | $2.11M | Buy |
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|
2020
Q1 | $1.29M | Buy |
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|
2019
Q4 | $1.13M | Buy |
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|
2019
Q3 | $858K | Buy |
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