WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $35K | Buy |
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|
2017
Q1 | $29K | Sell |
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|
2016
Q4 | $34K | Hold |
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|
2016
Q3 | $28K | Hold |
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|
2016
Q2 | $26K | Hold |
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|
2016
Q1 | $26K | Sell |
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|
2015
Q4 | $44K | Sell |
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|
2015
Q3 | $59K | Hold |
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|
2015
Q2 | $65K | Buy |
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|
2015
Q1 | $61K | Buy |
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|
2014
Q4 | $43K | Buy |
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|
2014
Q3 | $21K | Hold |
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|
2014
Q2 | $22K | Hold |
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|
2014
Q1 | $23K | Hold |
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|
2013
Q4 | $23K | Buy |
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|
2013
Q3 | $20K | Buy |
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|
2013
Q2 | $16K | Buy |
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