Strategic Financial Concepts’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 | $455K | Buy |
6,348
+160
| +3% | +$11.5K | 0.06% | 154 |
|
|
2025
Q1 | $385K | Buy |
6,188
+821
| +15% | +$51.1K | 0.07% | 206 |
|
|
2024
Q4 | $366K | Sell |
5,367
-412
| -7% | -$28.1K | 0.07% | 210 |
|
|
2024
Q3 | $370K | Sell |
5,779
-381,742
| -99% | -$24.5M | 0.12% | 153 |
|
|
2024
Q2 | $5.86K | Buy |
387,521
+382,227
| +7,220% | +$5.78K | ﹤0.01% | 461 |
|
|
2024
Q1 | $332K | Buy |
+5,294
| New | +$332K | 0.08% | 214 |
|
|
2023
Q4 | – | Sell |
-4,799
| Closed | -$263K | – | 181 |
|
|
2023
Q3 | $263K | Buy |
+4,799
| New | +$263K | 0.09% | 204 |
|