Horizon Advisory Services, Inc. FDM Holdings History
Horizon Advisory Services, Inc.'s First Trust Dow Jones Select Microcap Index Fund Holding Summary
As of 2025-03-31, Horizon Advisory Services, Inc. held 3,588.00 shares of First Trust Dow Jones Select Microcap Index Fund(FDM), totaling $223,120.00. This investment constitutes 0.13% of their stock portfolio, and Horizon Advisory Services, Inc. now holds 0.13% of the outstanding First Trust Dow Jones Select Microcap Index Fund(FDM) stock.
The initial trade took place in 2024Q1. And since then Horizon Advisory Services, Inc. has made 2 purchases of FDM, at an average price of $59.58, for a total of 315,400.00 shares. In addition, there have been 2 sales at an average price of $68.11 for 311,812.00 shares. Based on historical transaction data and FDM's current price of $72.54, Horizon Advisory Services, Inc.'s estimated gain on his FDM holdings is $2.71 Mil, reflecting a 14.39% gain to date.
Horizon Advisory Services, Inc. FDM ($72.54) Holding Chart
Horizon Advisory Services, Inc. FDM ($72.54) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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