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

67

Shares Held

1.86M

Call Options Held

0

Put Options Held

0

Horizon Advisory Services, Inc. West Henrietta, NY

315K
Shares

$22.9 Million
9.22% of portfolio
Chicago Partners Investment Group LLC

186K
Shares

$13.5 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

$8.95 Million
0.0% of portfolio

About FIRST TRUST DOW JONES SELECT M

Ticker FDM
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