FDM — First Trust Dow Jones Sel Micr

Ownership history in WESCAP Management Group, Inc.  ·  29 quarters on record

This page tracks every 13F SEC filing in which WESCAP Management Group, Inc. reported a position in First Trust Dow Jones Sel Micr (FDM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.83% (2022 Q1)
Avg. % of fund
0.42%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
29
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 19,980 -1,552 -7.2% 0.32% $1.6M $79.62
2025 Q3 REDUCED 21,532 -420 -1.9% 0.34% $1.6M $75.40
2025 Q2 REDUCED 21,952 -622 -2.8% 0.36% $1.6M $71.06
2025 Q1 REDUCED 22,574 -511 -2.2% 0.34% $1.4M $61.49
25 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FDM price (monthly, adj. close)

Other funds also holding FDM

As of 2025 Q4 — sorted by position size

ARKANSAS FINANCIAL GROUP, INC. 3Y 7Y 1.99% Private Advisory Group LLC 3Y 7Y 1.19% Camelot Portfolios, LLC 3Y 7Y 0.69% NORTHBRIDGE FINANCIAL GROUP, LLC 0.54% Chicago Partners Investment Group LLC 3Y 7Y 0.39% Urban Financial Advisory Corp 0.39% Kendall Capital Management 3Y 7Y 0.37% PACIFIC SUN FINANCIAL CORP 3Y 7Y 0.31% Noble Family Wealth, LLC 0.25% Wagner Wealth Management, LLC 3Y 7Y 0.1%
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