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Retirement Planning Company of New England’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

Retirement Planning Company of New England’s Portfolio FDM Stock Details FDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-221
Closed -$14K – 449
2021
Q4 		$14K Buy
+221
New +$13.9K 0.01% 592

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Retirement Planning Company of New England's FDM Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q1 2022, closing a stake of 221 shares — an estimated $14K sold.

Retirement Planning Company of New England first reported a position in FDM in Q4 2021 and held it in 1 quarter. The position peaked at $14K in Q4 2021. 63 funds tracked by Wall St. Rank hold FDM as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining First Trust Dow Jones Select MicroCap Index Fund position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 221 First Trust Dow Jones Select MicroCap Index Fund shares in Q1 2022, an estimated $14K.
  • Retirement Planning Company of New England first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's First Trust Dow Jones Select MicroCap Index Fund position peaked at $14K in Q4 2021.
  • 63 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.