Smithbridge Asset Management’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
Q2 | $205K | Sell |
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|
2025
Q1 | $1.3M | Buy |
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|
2024
Q3 | $3.11M | Sell |
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|
2024
Q2 | $3.01M | Sell |
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|
2024
Q1 | $3.25M | Buy |
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|
2023
Q4 | $1.08M | Sell |
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|
2023
Q3 | $966K | Buy |
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|
2023
Q2 | $430K | Buy |
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|
2023
Q1 | $356K | Buy |
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|
2022
Q4 | $337K | Buy |
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|
2022
Q3 | $268K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $200K | Buy |
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