Pacific Sun Financial’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 | $622K | Hold |
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|
2025
Q2 | $588K | Hold |
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|
2025
Q1 | $510K | Hold |
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|
2024
Q4 | $559K | Hold |
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|
2024
Q3 | $526K | Sell |
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|
2024
Q2 | $513K | Hold |
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|
2024
Q1 | $537K | Buy |
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|
2023
Q4 | $522K | Buy |
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|
2023
Q3 | $466K | Sell |
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|
2023
Q2 | $462K | Buy |
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|
2022
Q4 | $477K | Hold |
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|
2022
Q3 | $430K | Buy |
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|
2022
Q2 | $449K | Buy |
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|
2022
Q1 | $498K | Buy |
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|
2021
Q4 | $509K | Buy |
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|
2021
Q3 | $468K | Buy |
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|
2020
Q3 | $273K | Sell |
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|
2020
Q2 | $293K | Buy |
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|
2020
Q1 | $222K | Buy |
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|
2019
Q4 | $300K | Buy |
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|
2019
Q3 | $254K | Buy |
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|
2019
Q2 | $219K | Buy |
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