A detailed history of Captrust Financial Advisors transactions in First Trust Dow Jones Select M stock. As of the latest transaction made, Captrust Financial Advisors holds 6,194 shares of FDM stock, worth $420,015. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,194
Previous 6,261 1.07%
Holding current value
$420,015
Previous $375,000 5.87%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$58.44 - $67.29 $3,915 - $4,508
-67 Reduced 1.07%
6,194 $397,000
Q2 2024

Aug 14, 2024

SELL
$58.3 - $63.04 $4,255 - $4,601
-73 Reduced 1.15%
6,261 $375,000
Q4 2023

Feb 14, 2024

SELL
$51.55 - $62.77 $2,010 - $2,448
-39 Reduced 0.61%
6,334 $388,000
Q2 2023

Aug 14, 2023

SELL
$49.4 - $57.45 $4,001 - $4,653
-81 Reduced 1.26%
6,373 $358,000
Q1 2023

May 15, 2023

SELL
$51.9 - $61.13 $12,507 - $14,732
-241 Reduced 3.6%
6,454 $346,000
Q4 2022

Feb 15, 2023

SELL
$51.11 - $59.4 $255 - $297
-5 Reduced 0.07%
6,695 $371,000
Q3 2022

Nov 16, 2022

BUY
$50.0 - $60.71 $335,000 - $406,757
6,700 New
6,700 $335,000

Others Institutions Holding FDM

About FIRST TRUST DOW JONES SELECT M


  • Ticker FDM
  • Sector ETFs
  • Industry ETFs
More about FDM
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