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First Trust Dow Jones Sel.MicroCap shares owned by UBS Group

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

Historical chart of UBS Group 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 UBS Group 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 UBS Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 20k 61.34
2023-09-30 $1.2M 23k 54.78
2023-06-30 $797k 14k 56.23
2023-03-31 $906k 17k 53.66
2022-12-31 $1.0M 18k 55.50
2022-09-30 $945k 19k 49.78
2022-06-30 $1.1M 22k 50.23
2022-03-31 $1.9M 31k 60.30
2021-12-31 $2.6M 41k 63.94
2021-09-30 $1.8M 31k 59.92
2021-06-30 $2.1M 33k 61.76
2021-03-31 $2.0M 33k 60.12
2020-12-31 $1.6M 33k 47.89
2020-09-30 $1.5M 41k 37.50
2020-06-30 $1.8M 46k 39.12
2020-03-31 $938k 30k 31.32
2019-12-31 $2.7M 53k 50.94
2019-09-30 $2.5M 56k 45.71
2019-06-30 $2.3M 50k 45.21
2019-03-31 $1.8M 39k 44.67
2018-12-31 $626k 15k 40.66
2018-09-30 $1.3M 25k 51.05
2018-06-30 $841k 17k 50.92
2018-03-31 $266k 5.6k 47.48
2017-12-31 $185k 3.9k 47.40
2017-09-30 $193k 4.2k 46.27
2017-06-30 $250k 5.7k 44.06
2017-03-31 $421k 9.9k 42.58
2016-12-31 $255k 5.8k 44.16
2016-09-30 $368k 10k 36.28
2016-06-30 $204k 6.1k 33.40
2016-03-31 $396k 12k 33.28
2015-12-31 $413k 13k 32.91
2015-09-30 $455k 14k 31.68
2015-03-31 $410k 12k 34.09

More positions owned by UBS Group

Microsoft Corporation (MSFT)
Apple Call Option (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Russell 2000 Etf (IWM)
Amazon Call Option (AMZN)
NVIDIA Corporation (NVDA)
Ubs Group SHS (UBS)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Union Pacific Corporation (UNP)
Alphabet Cap Stk Cl C Put Option (GOOG)
Meta Platforms Cl A (META)

View all positions for UBS Group

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