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

67

Shares Held

1.86M

Call Options Held

0

Put Options Held

0

Horizon Advisory Services, Inc. West Henrietta, NY

315K
Shares

$21.4 Million
9.22% of portfolio
Chicago Partners Investment Group LLC

186K
Shares

$12.6 Million
0.42% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

173K
Shares

$11.7 Million
0.02% of portfolio
Arkansas Financial Group, Inc.

147K
Shares

$9.95 Million
1.45% of portfolio
Lpl Financial LLC Fort Mill, SC

123K
Shares

$8.37 Million
0.0% 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 Confluence Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Confluence Wealth Services, Inc. with notifications on news.