Strategic Financial Concepts, LLC First Trust Dow Jones Select M Transaction History

Strategic Financial Concepts, LLC

$549 Billion
Q4 2024

A detailed history of Strategic Financial Concepts, LLC transactions in First Trust Dow Jones Select M stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 365,804 shares of FDM stock, worth $25.8 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

365,804

Previous 5,779 6229.88%

Holding current value

$25.8 Million

Previous $370 Million 1.26%

% of portfolio

0.07%

Previous 0.12%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$62.59 - $73.1 $22.6 Million - $26.3 Million	-360,437 Reduced 98.53%	5,367 $366 Million
Q4 2024 Jan 27, 2025	BUY	$62.59 - $73.1 $22.5 Million - $26.3 Million	360,025 Added 6229.88%	365,804 $366 Million
Q3 2024 Nov 12, 2024	SELL	$58.44 - $67.29 $22.3 Million - $25.7 Million	-381,742 Reduced 98.51%	5,779 $370 Million
Q2 2024 Aug 06, 2024	BUY	$58.3 - $63.04 $22.3 Million - $24.1 Million	382,227 Added 7220.0%	387,521 $5.86 Million
Q1 2024 Apr 22, 2024	BUY	$57.51 - $62.77 $304,457 - $332,304	5,294 New	5,294 $332 Million
Q3 2023 Nov 07, 2023	BUY	$54.06 - $60.45 $259,433 - $290,099	4,799 New	4,799 $263 Million

Others Institutions Holding FDM

# of Institutions

Shares Held

1.73M

Call Options Held

Put Options Held

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About FIRST TRUST DOW JONES SELECT M

Ticker FDM
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Strategic Financial Concepts, LLC First Trust Dow Jones Select M Transaction History