Noble Family Wealth’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.1M | Sell |
15,361
-660
| -4% | -$47.3K | 0.27% | 38 |
|
2025
Q1 | $996K | Sell |
16,021
-3,384
| -17% | -$210K | 0.27% | 35 |
|
2024
Q4 | $1.32M | Sell |
19,405
-581
| -3% | -$39.5K | 0.36% | 32 |
|
2024
Q3 | $1.28M | Sell |
19,986
-2,102
| -10% | -$135K | 0.34% | 34 |
|
2024
Q2 | $1.32M | Sell |
22,088
-1,911
| -8% | -$115K | 0.38% | 34 |
|
2024
Q1 | $1.51M | Sell |
23,999
-3,772
| -14% | -$237K | 0.43% | 34 |
|
2023
Q4 | $1.7M | Sell |
27,771
-455
| -2% | -$27.9K | 0.52% | 34 |
|
2023
Q3 | $1.55M | Sell |
28,226
-2,003
| -7% | -$110K | 0.52% | 33 |
|
2023
Q2 | $1.7M | Sell |
30,229
-886
| -3% | -$49.8K | 0.55% | 33 |
|
2023
Q1 | $1.67M | Buy |
+31,115
| New | +$1.67M | 0.57% | 33 |
|