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First Trust Dow Jones Sel.MicroCap shares owned by HB Wealth Management

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

Historical chart of HB 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 HB 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 HB Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.1M 35k 61.34
2023-09-30 $1.4M 25k 54.78
2023-06-30 $1.4M 25k 56.23
2023-03-31 $1.3M 25k 53.65
2022-12-31 $1.4M 25k 55.49
2022-09-30 $1.3M 25k 50.00

More positions owned by HB Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Home Depot (HD)
Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

View all positions for HB Wealth Management

Top funds holding First Trust Dow Jones Sel.MicroCap

Baird Financial
Chicago Partners Investment
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