Confluence Wealth Services, Inc. First Trust Dow Jones Select M Transaction History

Confluence Wealth Services, Inc.

$1.31 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 26, 2022	SELL	$58.38 - $64.94 $11,676 - $12,988	-200 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$60.38 - $66.59 $12,076 - $13,318	200 New	200 $12,000

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

$25 Million
0.0% of portfolio
Horizon Advisory Services, Inc. West Henrietta, NY

315K
Shares

$20.4 Million
9.04% of portfolio
Chicago Partners Investment Group LLC

186K
Shares

$12 Million
0.42% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

174K
Shares

$11.3 Million
0.02% of portfolio
Arkansas Financial Group, Inc.

147K
Shares

$9.49 Million
1.45% of portfolio

About FIRST TRUST DOW JONES SELECT M

Ticker FDM
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