Steward Partners Investment Advisory’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 | $18.7K | Sell |
261
-1
| -0.4% | -$72 | ﹤0.01% | 2949 |
|
|
2025
Q1 | $16.3K | Hold |
262
| – | – | ﹤0.01% | 2896 |
|
|
2024
Q4 | $17.9K | Sell |
262
-19
| -7% | -$1.3K | ﹤0.01% | 2848 |
|
|
2024
Q3 | $18K | Hold |
281
| – | – | ﹤0.01% | 2705 |
|
|
2024
Q2 | $16.8K | Buy |
281
+22
| +8% | +$1.32K | ﹤0.01% | 2599 |
|
|
2024
Q1 | $16.3K | Hold |
259
| – | – | ﹤0.01% | 2602 |
|
|
2023
Q4 | $15.9K | Hold |
259
| – | – | ﹤0.01% | 2512 |
|
|
2023
Q3 | $14.2K | Hold |
259
| – | – | ﹤0.01% | 2456 |
|
|
2023
Q2 | $14.6K | Sell |
259
-42
| -14% | -$2.36K | ﹤0.01% | 2435 |
|
|
2023
Q1 | $16.2K | Hold |
301
| – | – | ﹤0.01% | 2342 |
|
|
2022
Q4 | $16.7K | Hold |
301
| – | – | ﹤0.01% | 2327 |
|
|
2022
Q3 | $15K | Buy |
301
+240
| +393% | +$12K | ﹤0.01% | 2344 |
|
|
2022
Q2 | $3K | Hold |
61
| – | – | ﹤0.01% | 2909 |
|
|
2022
Q1 | $4K | Buy |
+61
| New | +$4K | ﹤0.01% | 2946 |
|