American Trust First Trust Dow Jones Select M Transaction History

American Trust

$1.16 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 22, 2023	BUY	$51.9 - $61.13 $31,970 - $37,656	616 Added 12.85%	5,409 $290,000
Q4 2022 Feb 16, 2023	BUY	$51.11 - $59.4 $244,970 - $284,704	4,793 New	4,793 $265,000

Others Institutions Holding FDM

# of Institutions

67

Shares Held

1.86M

Call Options Held

0

Put Options Held

0

Horizon Advisory Services, Inc. West Henrietta, NY

315K
Shares

$22.8 Million
9.22% of portfolio
Chicago Partners Investment Group LLC

186K
Shares

$13.4 Million
0.42% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

173K
Shares

$12.5 Million
0.02% of portfolio
Arkansas Financial Group, Inc.

147K
Shares

$10.6 Million
1.45% of portfolio
Lpl Financial LLC Fort Mill, SC

123K
Shares

$8.91 Million
0.0% of portfolio

About FIRST TRUST DOW JONES SELECT M

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