Capital Asset Advisory Services LLC First Trust Dow Jones Select M Transaction History

Capital Asset Advisory Services LLC

$2.01 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 13, 2021	SELL	$47.17 - $63.66 $11,320 - $15,278	-240 Closed	0 $0
Q4 2020 Mar 02, 2021	BUY	$38.13 - $48.82 $9,151 - $11,716	240 New	240 $11,000

Others Institutions Holding FDM

# of Institutions

64

Shares Held

2.22M

Call Options Held

0

Put Options Held

0

Strategic Financial Concepts, LLC San Antonio, TX

388K
Shares

$27 Million
0.0% of portfolio
Horizon Advisory Services, Inc. West Henrietta, NY

315K
Shares

$22 Million
9.04% of portfolio
Chicago Partners Investment Group LLC

186K
Shares

$13 Million
0.42% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

174K
Shares

$12.1 Million
0.02% of portfolio
Arkansas Financial Group, Inc.

147K
Shares

$10.2 Million
1.45% of portfolio

About FIRST TRUST DOW JONES SELECT M

Ticker FDM
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