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