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First Trust Dow Jones Sel.MicroCap shares owned by Whitaker-Myers Wealth Managers

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

Historical chart of Whitaker-Myers Wealth Managers 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 Whitaker-Myers Wealth Managers 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 Whitaker-Myers Wealth Managers

Quarter filed Position value Share count Share price at filing
2025-12-31 $224k 2.8k 79.61
2025-09-30 $210k 2.8k 75.74

More positions owned by Whitaker-Myers Wealth Managers

Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV)
Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM)

View all positions for Whitaker-Myers Wealth Managers

Top funds holding First Trust Dow Jones Sel.MicroCap

Private Advisory
Chicago Partners Investment
Arkansas Financial
LPL Financial
Baird Financial
Wells Fargo & Company
Wiley Bros.-aintree Capital
HB Wealth Management
Raymond James Financial
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Kendall Capital Management
WESCAP Management
Susquehanna International
Bristlecone Value Partners
Northbridge Financial Group

View all funds holding First Trust Dow Jones Sel.MicroCap