Mariner’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 | $825K | Hold |
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|
2025
Q2 | $780K | Sell |
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|
2025
Q1 | $712K | Buy |
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|
2024
Q4 | $776K | Buy |
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|
2024
Q3 | $729K | Buy |
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|
2024
Q2 | $681K | Buy |
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|
2024
Q1 | $665K | Buy |
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|
2023
Q4 | $343K | Buy |
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|
2023
Q3 | $273K | Hold |
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|
2023
Q2 | $280K | Sell |
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|
2023
Q1 | $320K | Sell |
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|
2022
Q4 | $332K | Buy |
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|
2022
Q3 | $298K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $225K | Hold |
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|
2019
Q1 | $223K | Hold |
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|
2018
Q4 | $202K | Hold |
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|
2018
Q3 | $255K | Hold |
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|
2018
Q2 | $254K | Hold |
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|
2018
Q1 | $236K | Hold |
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|
2017
Q4 | $237K | Hold |
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|
2017
Q3 | $231K | Hold |
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|
2017
Q2 | $220K | Hold |
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|
2017
Q1 | $212K | Hold |
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|
2016
Q4 | $220K | Buy |
|