Empirical Financial Services, LLC D.B.A. Empirical Wealth Management First Trust Dow Jones Select M Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

$3.37 Billion
Q2 2024

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in First Trust Dow Jones Select M stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 32,608 shares of FDM stock, worth $2.07 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

32,608

Previous 37,613 13.31%

Holding current value

$2.07 Million

Previous $2.36 Million 17.2%

% of portfolio

0.06%

Previous 0.07%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$58.3 - $63.04 $291,791 - $315,515	-5,005 Reduced 13.31%	32,608 $1.95 Million
Q1 2024 May 06, 2024	SELL	$57.51 - $62.77 $352,191 - $384,403	-6,124 Reduced 14.0%	37,613 $2.36 Million
Q4 2023 Feb 06, 2024	SELL	$51.55 - $62.77 $84,026 - $102,315	-1,630 Reduced 3.59%	43,737 $2.68 Million
Q3 2023 Nov 02, 2023	SELL	$54.06 - $60.45 $63,736 - $71,270	-1,179 Reduced 2.53%	45,367 $2.49 Million
Q2 2023 Aug 11, 2023	SELL	$49.4 - $57.45 $73,704 - $85,715	-1,492 Reduced 3.11%	46,546 $2.62 Million
Q1 2023 May 09, 2023	SELL	$51.9 - $61.13 $34,150 - $40,223	-658 Reduced 1.35%	48,038 $2.58 Million
Q4 2022 Feb 07, 2023	SELL	$51.11 - $59.4 $88,164 - $102,465	-1,725 Reduced 3.42%	48,696 $2.7 Million
Q3 2022 Nov 02, 2022	SELL	$50.0 - $60.71 $63,800 - $77,465	-1,276 Reduced 2.47%	50,421 $2.52 Million
Q2 2022 Aug 02, 2022	BUY	$51.18 - $60.64 $371,003 - $439,579	7,249 Added 16.31%	51,697 $2.71 Million
Q1 2022 May 13, 2022	SELL	$58.38 - $64.94 $95,568 - $106,306	-1,637 Reduced 3.55%	44,448 $2.68 Million
Q4 2021 Feb 14, 2022	SELL	$60.38 - $66.59 $119,129 - $131,382	-1,973 Reduced 4.11%	46,085 $2.95 Million
Q3 2021 Nov 02, 2021	BUY	$57.24 - $62.5 $34,687 - $37,875	606 Added 1.28%	48,058 $2.88 Million
Q2 2021 Aug 12, 2021	SELL	$57.05 - $63.14 $67,718 - $74,947	-1,187 Reduced 2.44%	47,452 $2.93 Million
Q1 2021 May 17, 2021	SELL	$47.17 - $63.66 $248,302 - $335,106	-5,264 Reduced 9.77%	48,639 $2.93 Million
Q4 2020 Feb 12, 2021	SELL	$38.13 - $48.82 $188,095 - $240,829	-4,933 Reduced 8.38%	53,903 $2.58 Million
Q3 2020 Nov 12, 2020	SELL	$36.03 - $41.89 $139,796 - $162,533	-3,880 Reduced 6.19%	58,836 $2.21 Million
Q2 2020 Aug 12, 2020	SELL	$28.31 - $43.56 $354,129 - $544,892	-12,509 Reduced 16.63%	62,716 $2.45 Million
Q1 2020 May 11, 2020	BUY	$27.16 - $50.7 $1.3 Million - $2.42 Million	47,709 Added 173.39%	75,225 $2.36 Million
Q4 2019 Feb 13, 2020	SELL	$43.88 - $51.29 $56,210 - $65,702	-1,281 Reduced 4.45%	27,516 $1.4 Million
Q3 2019 Nov 13, 2019	BUY	$42.06 - $48.11 $95,097 - $108,776	2,261 Added 8.52%	28,797 $1.32 Million
Q2 2019 Aug 12, 2019	BUY	$42.37 - $46.25 $245,364 - $267,833	5,791 Added 27.92%	26,536 $1.2 Million
Q1 2019 May 13, 2019	BUY	$40.88 - $47.84 $241,192 - $282,256	5,900 Added 39.74%	20,745 $926,000
Q4 2018 Feb 13, 2019	BUY	$38.71 - $50.54 $160,840 - $209,993	4,155 Added 38.87%	14,845 $602,000
Q1 2018 May 14, 2018	BUY	$44.87 - $48.95 $123,841 - $135,102	2,760 Added 34.8%	10,690 $506,000
Q4 2017 Feb 12, 2018	BUY	$45.75 - $48.61 $100,650 - $106,942	2,200 Added 38.39%	7,930 $376,000
Q3 2017 Nov 13, 2017	BUY	$45.28 - $46.36 $259,454 - $265,642	5,730	5,730 $265,000

Others Institutions Holding FDM

# of Institutions

Shares Held

2.13M

Call Options Held

Put Options Held

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Empirical Financial Services, LLC D.B.A. Empirical Wealth Management First Trust Dow Jones Select M Transaction History