Smith, Moore & Co’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 | $627K | Buy |
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|
2025
Q2 | $573K | Buy |
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|
2025
Q1 | $470K | Sell |
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|
2024
Q4 | $520K | Sell |
|
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|
2024
Q3 | $496K | Buy |
|
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|
2024
Q2 | $459K | Sell |
|
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|
2024
Q1 | $483K | Sell |
|
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|
2023
Q4 | $492K | Hold |
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|
2023
Q3 | $439K | Sell |
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|
2023
Q2 | $456K | Sell |
|
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|
2023
Q1 | $443K | Sell |
|
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|
2022
Q4 | $460K | Buy |
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|
2022
Q3 | $399K | Buy |
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|
2022
Q2 | $340K | Buy |
|
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|
2022
Q1 | $387K | Hold |
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|
2021
Q4 | $411K | Hold |
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|
2021
Q3 | $385K | Sell |
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|
2021
Q2 | $442K | Hold |
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|
2021
Q1 | $430K | Buy |
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|
2020
Q4 | $252K | Sell |
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|
2020
Q3 | $274K | Hold |
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|
2020
Q2 | $286K | Buy |
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