Envision Financial LLC First Trust Dow Jones Select M Transaction History

Envision Financial LLC

  • $150 Billion
  • Q2 2025

A detailed history of Envision Financial LLC transactions in First Trust Dow Jones Select M stock. As of the latest transaction made, Envision Financial LLC holds 14,313 shares of FDM stock, worth $1.03 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
14,313
Previous 15,980 10.43%
Holding current value
$1.03 Million
Previous $994 Million 3.17%
% of portfolio
0.68%
Previous 0.75%

Shares

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

Jul 10, 2025
SELL
$55.48 - $71.63 $92,485 - $119,407
-1,667 Reduced 10.43%
14,313 $1.03 Billion
Q1 2025

Apr 22, 2025
SELL
$61.73 - $71.81 $68,582 - $79,780
-1,111 Reduced 6.5%
15,980 $994 Million
Q4 2024

Jan 13, 2025
BUY
$62.59 - $73.1 $1.07 Million - $1.25 Million
17,091 New
17,091 $1.16 Billion

Others Institutions Holding FDM

# of Institutions
76
Shares Held
1.39M
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 Envision Financial LLC Portfolio

Follow Envision Financial LLC 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 Envision Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Envision Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email