Empirical Financial Services, LLC d/b/a Empirical Wealth Management »

First Trust Dow Jones Sel.MicroCap shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter-by-quarter ownership of First Trust Dow Jones Sel.MicroCap (FDM) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management from 13F filings

Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management 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 Empirical Financial Services, LLC d/b/a Empirical Wealth Management 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 Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 36k 75.75
2025-06-30 $2.7M 37k 71.63
2025-03-31 $1.8M 30k 62.18
2024-12-31 $2.2M 32k 68.16
2024-09-30 $2.1M 32k 64.10
2024-06-30 $2.0M 33k 59.94
2024-03-31 $2.4M 38k 62.77
2023-12-31 $2.7M 44k 61.34
2023-09-30 $2.5M 45k 54.78
2023-06-30 $2.6M 47k 56.23
2023-03-31 $2.6M 48k 53.65
2022-12-31 $2.7M 49k 55.49
2022-09-30 $2.5M 50k 50.00
2022-06-30 $2.7M 52k 52.36
2022-03-31 $2.7M 44k 60.25
2021-12-31 $2.9M 46k 63.95
2021-09-30 $2.9M 48k 59.93
2021-06-30 $2.9M 48k 61.77
2021-03-31 $2.9M 49k 60.14
2020-12-31 $2.6M 54k 47.88
2020-09-30 $2.2M 59k 37.48
2020-06-30 $2.5M 63k 39.13
2020-03-31 $2.4M 75k 31.32
2019-12-31 $1.4M 28k 50.95
2019-09-30 $1.3M 29k 45.70
2019-06-30 $1.2M 27k 45.18
2019-03-31 $926k 21k 44.64
2018-12-31 $602k 15k 40.55
2018-09-30 $547k 11k 51.17
2018-06-30 $545k 11k 50.98
2018-03-31 $506k 11k 47.33
2017-12-31 $376k 7.9k 47.41
2017-09-30 $265k 5.7k 46.25

More positions owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

NVIDIA Corporation (NVDA)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Msci Intl Qualty (IQLT)
Apple (AAPL)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Eafe Value Etf (EFV)
Microsoft Corporation (MSFT)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Series Trust Bloomberg Sht Te (SJNK)
Dimensional Etf Trust Internatnal Val (DFIV)
Meta Platforms Cl A (META)

View all positions for Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Top funds holding First Trust Dow Jones Sel.MicroCap

Chicago Partners Investment
Private Advisory
Arkansas Financial
LPL Financial
Baird Financial
Morgan Stanley
Wells Fargo & Company
HB Wealth Management
Wiley Bros.-aintree Capital
Raymond James Financial
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Susquehanna International
Kendall Capital Management
WESCAP Management
Darren Munn

View all funds holding First Trust Dow Jones Sel.MicroCap