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

  • $4.37 Billion
  • Q2 2025

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 37,410 shares of FDM stock, worth $2.77 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
37,410
Previous 29,692 25.99%
Holding current value
$2.77 Million
Previous $1.85 Million 45.12%
% of portfolio
0.06%
Previous 0.05%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
BUY
$55.48 - $71.63 $428,194 - $552,840
7,718 Added 25.99%
37,410 $2.68 Million
Q1 2025

May 08, 2025
SELL
$61.73 - $71.81 $120,126 - $139,742
-1,946 Reduced 6.15%
29,692 $1.85 Million
Q4 2024

Jan 21, 2025
SELL
$62.59 - $73.1 $25,411 - $29,678
-406 Reduced 1.27%
31,638 $2.16 Million
Q3 2024

Oct 31, 2024
SELL
$58.44 - $67.29 $32,960 - $37,951
-564 Reduced 1.73%
32,044 $2.05 Million
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
79
Shares Held
1.53M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST DOW JONES SELECT M

FDM Quotes by TradingView
  • Ticker FDM
  • Sector ETFs
  • Industry ETFs
More about FDM
Track This Portfolio

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

Follow Empirical Financial Services, LLC D.B.A. Empirical Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Financial Services, LLC D.B.A. Empirical Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email