Captrust Financial Advisors »

First Trust Dow Jones Sel.MicroCap shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors 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 Captrust Financial Advisors 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $397k 6.2k 64.10
2024-06-30 $375k 6.3k 59.94
2024-03-31 $398k 6.3k 62.77
2023-12-31 $389k 6.3k 61.34
2023-09-30 $349k 6.4k 54.78
2023-06-30 $358k 6.4k 56.23
2023-03-31 $346k 6.5k 53.66
2022-12-31 $372k 6.7k 55.49
2022-09-30 $335k 6.7k 50.00

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Vanguard Value Etf (VTV)
Microsoft Corp Stock (MSFT)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Vanguard S&p 500 Etf Etf (VOO)
Nvidia Corporation Stock (NVDA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Growth Etf Etf (VUG)
Vanguard Small-cap Etf Etf (VB)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

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