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First Trust Dow Jones Sel.MicroCap shares owned by Graves-Light Private Wealth Management

Quarter-by-quarter ownership of First Trust Dow Jones Sel.MicroCap (FDM) shares owned by Graves-Light Private Wealth Management from 13F filings

Historical chart of Graves-Light Private Wealth Management investment in First Trust Dow Jones Sel.MicroCap

Tip: Access up to 7 years of quarterly data

All positions including First Trust Dow Jones Sel.MicroCap held by Graves-Light Private 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 Graves-Light Private Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $372k 6.1k 61.34

More positions owned by Graves-Light Private Wealth Management

Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Core Msci Eafe Etf Etf (IEFA)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares Core S&p Small Cap Etf Etf (IJR)
Apple Stock (AAPL)
Spdr S&p Dividend Etf Etf (SDY)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vanguard Dividend Appreciation Etf Etf (VIG)
Health Care Select Sector Spdr Fund Etf (XLV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Dimensional National Municipal Bond ETF Etf (DFNM)
Vanguard Short-term Bond Etf Etf (BSV)
Schwab US Dividend ETF Etf (SCHD)
Invesco S&p 500 Quality Etf Etf (SPHQ)

View all positions for Graves-Light Private 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