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First Trust Dow Jones Sel.MicroCap shares owned by Graves-Light Private Wealth Management

Quarter-by-quarter ownership of First Trust Dow Jones Sel.MicroCap (FDM) shares owned by Graves-Light Private Wealth Management from 13F filings

Historical chart of Graves-Light Private 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 Graves-Light Private Wealth Management 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 Graves-Light Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $360k 6.1k 59.20
2024-03-31 $381k 6.1k 62.76
2023-12-31 $372k 6.1k 61.34

More positions owned by Graves-Light Private Wealth Management

Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Core Msci Eafe Etf Etf (IEFA)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Apple Stock (AAPL)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Spdr S&p Dividend Etf Etf (SDY)
Vanguard Dividend Appreciation Etf Etf (VIG)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Health Care Select Sector Spdr Fund Etf (XLV)
Dimensional National Municipal Bond ETF Etf (DFNM)
Dimensional Core Fixed Income Etf Etf (DFCF)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Invesco S&p 500 Quality Etf Etf (SPHQ)
Vanguard Short-term Bond Etf Etf (BSV)

View all positions for Graves-Light Private Wealth Management

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