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First Trust Dow Jones Sel.MicroCap shares owned by WESCAP Management

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

Historical chart of WESCAP Management investment in First Trust Dow Jones Sel.MicroCap

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All positions including First Trust Dow Jones Sel.MicroCap held by WESCAP 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 WESCAP Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.3M 22k 59.94
2024-03-31 $1.4M 23k 62.77
2023-12-31 $1.4M 23k 61.34
2023-09-30 $1.3M 24k 54.78
2023-06-30 $1.4M 24k 56.23
2023-03-31 $2.0M 37k 53.65
2022-12-31 $2.2M 40k 55.50
2022-09-30 $2.0M 41k 49.98
2022-06-30 $2.3M 44k 52.35
2022-03-31 $2.9M 49k 60.24
2021-12-31 $2.5M 38k 63.95
2021-09-30 $1.8M 29k 59.94
2021-06-30 $1.6M 26k 61.74
2021-03-31 $1.3M 22k 60.09
2020-12-31 $720k 15k 47.85
2020-09-30 $440k 12k 37.42
2020-06-30 $462k 12k 39.12
2020-03-31 $493k 16k 31.29
2019-12-31 $660k 13k 50.93
2019-09-30 $592k 13k 45.69
2019-06-30 $655k 15k 45.18
2019-03-31 $680k 15k 44.65
2018-12-31 $519k 13k 40.56

More positions owned by WESCAP Management

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Gold Tr Ishares New (IAU)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Spdr Ser Tr Bloomberg Invt (FLRN)
Ishares Tr TRS FLT RT BD (TFLO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for WESCAP 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