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 $447,082. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,194
Previous 6,261 1.07%
Holding current value
$447,082
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
Track This Portfolio

Track Captrust Financial Advisors Portfolio

Follow Captrust Financial Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.