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Envision Financial »

First Trust Dow Jones Sel.MicroCap shares owned by Envision Financial

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

Historical chart of Envision Financial 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 Envision Financial 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 Envision Financial

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$1.1M	14k	79.61
2025-09-30	$1.1M	14k	75.75
2025-06-30	$1.0M	14k	71.63
2025-03-31	$994k	16k	62.19
2024-12-31	$1.2M	17k	68.16

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Vanguard Index Fds Mcap Vl Idxvip (VOE)

Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Envision Financial

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