Advisory Services Network, LLC First Trust Dow Jones Select M Transaction History

Advisory Services Network, LLC

$4.4 Billion
Q1 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 05, 2021	SELL	$57.24 - $62.5 $4,579 - $5,000	-80 Closed	0 $0
Q2 2021 Aug 12, 2021	BUY	$57.05 - $63.14 $4,564 - $5,051	80 New	80 $5,000
Q1 2021 May 24, 2021	SELL	$47.17 - $63.66 $3,773 - $5,092	-80 Closed	0 $0
Q4 2020 Feb 09, 2021	SELL	$38.13 - $48.82 $7,130 - $9,129	-187 Reduced 70.04%	80 $4,000
Q3 2020 Nov 16, 2020	BUY	$36.03 - $41.89 $9,620 - $11,184	267 New	267 $10,000

Q2 2020 Aug 10, 2020	SELL	$28.31 - $43.56 $7,558 - $11,630	-267 Closed	0 $0
Q1 2020 May 15, 2020	SELL	$27.16 - $50.7 $44,814 - $83,655	-1,650 Reduced 86.07%	267 $8,000
Q4 2019 Feb 04, 2020	BUY	$43.88 - $51.29 $72,402 - $84,628	1,650 Added 617.98%	1,917 $98,000
Q4 2017 Feb 08, 2018	BUY	$45.75 - $48.61 $12,215 - $12,978	267	267 $13,000

Others Institutions Holding FDM

# of Institutions

63

Shares Held

1.72M

Call Options Held

0

Put Options Held

0

Horizon Advisory Services, Inc. West Henrietta, NY

315K
Shares

$18.9 Million
9.21% of portfolio
Chicago Partners Investment Group LLC

177K
Shares

$10.6 Million
0.48% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

175K
Shares

$10.5 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

117K
Shares

$6.99 Million
0.0% of portfolio
Morgan Stanley New York, NY

110K
Shares

$6.6 Million
0.0% of portfolio

About FIRST TRUST DOW JONES SELECT M

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