NAPLES GLOBAL ADVISORS, LLC - FIRST TR DJS MICROCAP INDEX ownership

FIRST TR DJS MICROCAP INDEX's ticker is FDM and the CUSIP is 33718M105. A total of 58 filers reported holding FIRST TR DJS MICROCAP INDEX in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
NAPLES GLOBAL ADVISORS, LLC ownership history of FIRST TR DJS MICROCAP INDEX
ValueSharesWeighting
Q2 2023$211,424
-0.5%
3,760
-5.1%
0.02%
-3.8%
Q1 2023$212,473
-4.5%
3,960
-1.2%
0.03%
-7.1%
Q4 2022$222,534
+7.0%
4,010
-3.6%
0.03%
-3.4%
Q3 2022$208,000
-4.6%
4,1600.0%0.03%
+3.6%
Q2 2022$218,000
-13.1%
4,1600.0%0.03%
-3.4%
Q1 2022$251,000
-7.7%
4,160
-2.3%
0.03%
-9.4%
Q4 2021$272,000
+6.7%
4,2600.0%0.03%
-3.0%
Q3 2021$255,000
-3.0%
4,2600.0%0.03%
-10.8%
Q2 2021$263,000
+2.7%
4,2600.0%0.04%
-5.1%
Q1 2021$256,000
+22.5%
4,260
-2.3%
0.04%
+11.4%
Q4 2020$209,000
+3.5%
4,360
-19.0%
0.04%
-10.3%
Q3 2020$202,000
-4.3%
5,3850.0%0.04%
-13.3%
Q2 2020$211,000
-28.5%
5,385
-6.9%
0.04%
-27.4%
Q4 2019$295,000
+9.7%
5,785
-1.7%
0.06%
-1.6%
Q3 2019$269,000
+1.1%
5,8850.0%0.06%
-3.1%
Q2 2019$266,000
-18.4%
5,885
-19.5%
0.06%
-21.7%
Q1 2019$326,000
+0.3%
7,310
-2.3%
0.08%
-10.8%
Q4 2018$325,000
-57.6%
7,485
-50.1%
0.09%
-11.4%
Q3 2018$766,000
+100.0%
14,995
+99.7%
0.10%
-2.8%
Q2 2018$383,000
+7.9%
7,5100.0%0.11%
+2.9%
Q1 2018$355,000
-0.3%
7,5100.0%0.10%0.0%
Q4 2017$356,000
+2.3%
7,5100.0%0.10%
-9.5%
Q3 2017$348,000
+1.2%
7,510
-3.8%
0.12%
-4.9%
Q2 2017$344,000
+1.8%
7,810
-1.6%
0.12%
+0.8%
Q1 2017$338,000
-3.4%
7,9350.0%0.12%
-11.0%
Q4 2016$350,000
+21.5%
7,9350.0%0.14%
+20.4%
Q3 2016$288,000
+7.1%
7,935
-1.2%
0.11%
+2.7%
Q2 2016$269,000
+1.1%
8,0350.0%0.11%
-0.9%
Q1 2016$266,000
+0.8%
8,0350.0%0.11%
-13.3%
Q4 2015$264,000
+2.3%
8,035
-1.2%
0.13%
-3.8%
Q3 2015$258,000
-8.5%
8,1350.0%0.13%
-1.5%
Q2 2015$282,000
+1.1%
8,135
-1.2%
0.14%
+1.5%
Q1 2015$279,000
-9.4%
8,235
-10.8%
0.13%
-18.4%
Q4 2014$308,000
+11.2%
9,2350.0%0.16%0.0%
Q3 2014$277,000
-6.4%
9,2350.0%0.16%
-7.4%
Q2 2014$296,000
-1.0%
9,2350.0%0.18%
-3.8%
Q1 2014$299,000
-0.7%
9,2350.0%0.18%
-9.0%
Q4 2013$301,0009,2350.20%
Other shareholders
FIRST TR DJS MICROCAP INDEX shareholders Q4 2020
NameSharesValueWeighting ↓
Camelot Portfolios, LLC 35,132$1,682,0000.88%
Marshall Financial Group LLC 15,423$738,0000.48%
Chicago Partners Investment Group LLC 85,773$4,495,0000.43%
Cardan Capital Partners, LLC 56,152$2,689,0000.33%
Precision Wealth Strategies, LLC 4,505$216,0000.23%
WESCAP Management Group, Inc. 15,047$720,0000.22%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 53,903$2,581,0000.20%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 6,486$311,0000.16%
FMA ADVISORY INC 8,602$412,0000.14%
Ausdal Financial Partners, Inc. 14,051$673,0000.13%
View complete list of FIRST TR DJS MICROCAP INDEX shareholders