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First Trust Dow Jones Sel.MicroCap shares owned by Brian McDonald

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

Historical chart of Brian McDonald investment in First Trust Dow Jones Sel.MicroCap

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All positions including First Trust Dow Jones Sel.MicroCap held by Brian McDonald 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 Brian McDonald

Quarter filed Position value Share count Share price at filing
2024-09-30 $37k 580 64.10
2024-06-30 $35k 588 59.93
2024-03-31 $36k 579 62.77
2023-09-30 $49k 887 54.79
2013-09-30 $345k 12k 28.99
2013-06-30 $811k 31k 26.36

More positions owned by Brian McDonald

Eli Lilly & Co. (LLY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Meta Platforms Cl A (META)
Home Depot (HD)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Rus 1000 Val Etf (IWD)
Broadcom (AVGO)

View all positions for Brian McDonald

Top funds holding First Trust Dow Jones Sel.MicroCap

Horizon Advisory Services
Chicago Partners Investment
Arkansas Financial
LPL Financial
Wells Fargo & Company
Marquette Asset Management
Morgan Stanley
International Assets Investment Management
Smithbridge Asset Management
HB Wealth Management
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Susquehanna International
Bank of America Corporation
Kendall Capital Management
WESCAP Management

View all funds holding First Trust Dow Jones Sel.MicroCap