Empirical Financial Services, LLC d/b/a Empirical Wealth Management »

First Trust Dow Jones Sel.MicroCap shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter-by-quarter ownership of First Trust Dow Jones Sel.MicroCap (FDM) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management from 13F filings

Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management investment in First Trust Dow Jones Sel.MicroCap

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All positions including First Trust Dow Jones Sel.MicroCap held by Empirical Financial Services, LLC d/b/a Empirical Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Dow Jones Sel.MicroCap by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.7M 44k 61.34
2023-09-30 $2.5M 45k 54.78
2023-06-30 $2.6M 47k 56.23
2023-03-31 $2.6M 48k 53.65
2022-12-31 $2.7M 49k 55.49
2022-09-30 $2.5M 50k 50.00
2022-06-30 $2.7M 52k 52.36
2022-03-31 $2.7M 44k 60.25
2021-12-31 $2.9M 46k 63.95
2021-09-30 $2.9M 48k 59.93
2021-06-30 $2.9M 48k 61.77
2021-03-31 $2.9M 49k 60.14
2020-12-31 $2.6M 54k 47.88
2020-09-30 $2.2M 59k 37.48
2020-06-30 $2.5M 63k 39.13
2020-03-31 $2.4M 75k 31.32
2019-12-31 $1.4M 28k 50.95
2019-09-30 $1.3M 29k 45.70
2019-06-30 $1.2M 27k 45.18
2019-03-31 $926k 21k 44.64
2018-12-31 $602k 15k 40.55
2018-09-30 $547k 11k 51.17
2018-06-30 $545k 11k 50.98
2018-03-31 $506k 11k 47.33
2017-12-31 $376k 7.9k 47.41
2017-09-30 $265k 5.7k 46.25

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Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Real Estate Etf (VNQ)

View all positions for Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Top funds holding First Trust Dow Jones Sel.MicroCap

Chicago Partners Investment
Baird Financial
Wells Fargo & Company
Marquette Asset Management
Arkansas Financial
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
HB Wealth Management
Royal Bank of Canada
Darren Munn
Noble Family Wealth
WESCAP Management
Bank of America Corporation
UBS Group
Smithbridge Asset Management
Commonwealth Equity Services

View all funds holding First Trust Dow Jones Sel.MicroCap