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

Cascade Investment Advisors, Inc.

$156 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 23, 2021	SELL	$47.17 - $63.66 $4,717 - $6,366	-100 Closed	0 $0
Q4 2020 Jan 21, 2021	BUY	$38.13 - $48.82 $3,813 - $4,882	100 New	100 $21.2 Million

Others Institutions Holding FDM

# of Institutions

64

Shares Held

2.11M

Call Options Held

0

Put Options Held

0

Strategic Financial Concepts, LLC San Antonio, TX

388K
Shares

$24.3 Million
0.0% of portfolio
Horizon Advisory Services, Inc. West Henrietta, NY

315K
Shares

$19.8 Million
9.04% of portfolio
Chicago Partners Investment Group LLC

182K
Shares

$11.4 Million
0.45% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

174K
Shares

$10.9 Million
0.02% of portfolio
Arkansas Financial Group, Inc.

147K
Shares

$9.22 Million
1.45% of portfolio

About FIRST TRUST DOW JONES SELECT M

Ticker FDM
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Cascade Investment Advisors, Inc. with notifications on news.