Number of Shares
3,588.00
Current Holdings Value*
$223,120.00
% of Portfolio
0.13%
Total Estimate Gain
$2.71 Mil
% of Total Estimate Gain
14.39%

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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