Chicago Partners Investment »

First Trust Dow Jones Sel.MicroCap shares owned by Chicago Partners Investment

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

Historical chart of Chicago Partners Investment 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 Chicago Partners Investment consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Trust Dow Jones Sel.MicroCap by Chicago Partners Investment

Quarter filed Position value Share count Share price at filing
2024-03-31 $11M 177k 60.24
2023-12-31 $10M 170k 59.14
2023-09-30 $8.3M 160k 52.11
2023-06-30 $9.2M 154k 59.65
2023-03-31 $7.5M 144k 51.94
2022-12-31 $8.1M 134k 60.78
2022-09-30 $7.1M 124k 57.56
2022-06-30 $7.0M 121k 58.20
2022-03-31 $6.4M 118k 54.33
2021-12-31 $7.5M 125k 60.10
2021-09-30 $6.5M 98k 66.59
2021-06-30 $5.6M 95k 59.71
2021-03-31 $5.3M 89k 59.80
2020-12-31 $4.5M 86k 52.41
2020-09-30 $3.2M 80k 40.38
2020-06-30 $3.6M 94k 38.94
2020-03-31 $2.8M 86k 32.58
2019-12-31 $4.1M 82k 50.62
2019-09-30 $3.6M 78k 46.12
2019-06-30 $3.4M 76k 44.70
2019-03-31 $3.3M 71k 45.59
2018-12-31 $2.8M 64k 43.39
2018-09-30 $3.1M 68k 45.66
2018-06-30 $3.0M 58k 50.94
2018-03-31 $2.7M 57k 47.30
2017-12-31 $2.6M 54k 47.46
2017-09-30 $2.3M 49k 46.34
2017-06-30 $2.1M 47k 44.06
2017-03-31 $548k 13k 42.56
2016-12-31 $354k 8.0k 44.16
2016-09-30 $228k 6.3k 36.28
2016-06-30 $301k 9.0k 33.43
2016-03-31 $298k 9.0k 33.10
2015-12-31 $245k 7.4k 32.90
2015-09-30 $236k 7.4k 31.69
2015-06-30 $258k 7.4k 34.64
2015-03-31 $253k 7.6k 33.45
2014-12-31 $205k 6.1k 33.43

More positions owned by Chicago Partners Investment

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Enterprise Products Partners (EPD)
Vanguard Index Fds Growth Etf (VUG)
Energy Transfer Com Ut Ltd Ptn (ET)
Dimensional Etf Trust Us Equity Etf (DFUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Rus Mdcp Val Etf (IWS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Chicago Partners Investment

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