Cambridge Investment Research Advisors, Inc. First Trust Dow Jones Select M Transaction History

Cambridge Investment Research Advisors, Inc.

$29.4 Billion
Q3 2024

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	BUY	$51.55 - $62.77 $176,919 - $215,426	3,432 New	3,432 $211,000
Q2 2023 Jul 13, 2023	SELL	$49.4 - $57.45 $6,718 - $7,813	-136 Reduced 3.62%	3,619 $204,000
Q1 2023 May 11, 2023	SELL	$51.9 - $61.13 $81,586 - $96,096	-1,572 Reduced 29.51%	3,755 $201,000
Q4 2022 Feb 08, 2023	BUY	$51.11 - $59.4 $44,670 - $51,915	874 Added 19.63%	5,327 $296,000
Q3 2022 Oct 17, 2022	BUY	$50.0 - $60.71 $3,050 - $3,703	61 Added 1.39%	4,453 $0
Q2 2022 Jul 13, 2022	SELL	$51.18 - $60.64 $1,074 - $1,273	-21 Reduced 0.48%	4,392 $229,000
Q1 2022 May 12, 2022	SELL	$58.38 - $64.94 $17,864 - $19,871	-306 Reduced 6.48%	4,413 $265,000
Q4 2021 Feb 03, 2022	BUY	$60.38 - $66.59 $20,710 - $22,840	343 Added 7.84%	4,719 $301,000
Q3 2021 Nov 02, 2021	BUY	$57.24 - $62.5 $6,410 - $7,000	112 Added 2.63%	4,376 $262,000
Q2 2021 Aug 10, 2021	SELL	$57.05 - $63.14 $20,709 - $22,919	-363 Reduced 7.85%	4,264 $263,000
Q1 2021 May 07, 2021	BUY	$47.17 - $63.66 $218,255 - $294,554	4,627 New	4,627 $278,000
Q1 2020 May 08, 2020	SELL	$27.16 - $50.7 $216,655 - $404,433	-7,977 Closed	0 $0
Q4 2019 Feb 04, 2020	BUY	$43.88 - $51.29 $88,857 - $103,862	2,025 Added 34.02%	7,977 $406,000
Q3 2019 Nov 06, 2019	BUY	$42.06 - $48.11 $8,748 - $10,006	208 Added 3.62%	5,952 $272,000
Q2 2019 Aug 15, 2019	BUY	$42.37 - $46.25 $243,373 - $265,660	5,744 New	5,744 $0

Others Institutions Holding FDM

# of Institutions

Shares Held

1.86M

Call Options Held

Put Options Held

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

View Full List

About FIRST TRUST DOW JONES SELECT M

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