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Captrust Financial Advisors »

First Trust Dow Jones Sel.MicroCap shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of First Trust Dow Jones Sel.MicroCap (FDM) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors 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 Captrust Financial Advisors 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 Captrust Financial Advisors

Quarter filed	Position value	Share count	Share price at filing
2023-12-31	$389k	6.3k	61.34
2023-09-30	$349k	6.4k	54.78
2023-06-30	$358k	6.4k	56.23
2023-03-31	$346k	6.5k	53.66
2022-12-31	$372k	6.7k	55.49
2022-09-30	$335k	6.7k	50.00

More positions owned by Captrust Financial Advisors

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Microsoft Corp Stock (MSFT)

Vanguard Value Etf (VTV)

Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)

Vanguard Ftse Developed Markets Etf Etf (VEA)

Ishares 7-10 Year Treasury Bond Etf Etf (IEF)

Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)

Spdr S&p 500 Etf Trust Etf (SPY)

Vanguard S&p 500 Etf Etf (VOO)

Ishares 1-3 Year Treasury Bond Etf Etf (SHY)

Ishares Core U.s. Aggregate Bond Etf Etf (AGG)

Technology Select Sector Spdr Fund Etf (XLK)

Amazon Stock (AMZN)

Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

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

Bank of America Corporation

UBS Group

Smithbridge Asset Management

Commonwealth Equity Services

View all funds holding First Trust Dow Jones Sel.MicroCap

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