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First Trust Dow Jones Sel.MicroCap shares owned by Action Point Financial Planning

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

Historical chart of Action Point Financial Planning 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 Action Point Financial Planning 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 Action Point Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $38k 407 93.11

More positions owned by Action Point Financial Planning

Spdr Series Trust St Str P500etf (SPYM)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Us High Prof Etf (DUHP)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Action Point Financial Planning

Top funds holding First Trust Dow Jones Sel.MicroCap

LPL Financial
Chicago Partners Investment
Arkansas Financial
Baird Financial
Private Advisory
Morgan Stanley
Wells Fargo & Company
HB Wealth Management
Wiley Bros.-aintree Capital
Urban Financial Advisory Corp
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Raymond James Financial
Integrated Wealth Concepts
Kendall Capital Management
Jones Financial Companies, L.L

View all funds holding First Trust Dow Jones Sel.MicroCap