Envision Financial LLC First Trust Dow Jones Select M Transaction History
Envision Financial LLC
- $150 Billion
- Q2 2025
A detailed history of Envision Financial LLC transactions in First Trust Dow Jones Select M stock. As of the latest transaction made, Envision Financial LLC holds 14,313 shares of FDM stock, worth $1.06 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
14,313
Previous 15,980
10.43%
Holding current value
$1.06 Million
Previous $994 Million
3.17%
% of portfolio
0.68%
Previous 0.75%
Shares
3 transactions
Others Institutions Holding FDM
# of Institutions
79Shares Held
1.53MCall Options Held
0Put Options Held
0-
Chicago Partners Investment Group LLC191KShares$14.1 Million0.43% of portfolio
-
Arkansas Financial Group, Inc.175KShares$12.9 Million1.95% of portfolio
-
Private Advisory Group LLC Redmond, WA172KShares$12.7 Million1.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC142KShares$10.5 Million0.0% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI135KShares$10 Million0.02% of portfolio