A detailed history of Hb Wealth Management, LLC transactions in First Trust Dow Jones Select M stock. As of the latest transaction made, Hb Wealth Management, LLC holds 45,000 shares of FDM stock, worth $2.78 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
45,000
Previous 35,000 28.57%
Holding current value
$2.78 Million
Previous $2.2 Million 22.81%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 26, 2024

BUY
$58.3 - $63.04 $583,000 - $630,400
10,000 Added 28.57%
45,000 $2.7 Million
Q4 2023

Jan 16, 2024

BUY
$51.55 - $62.77 $515,500 - $627,700
10,000 Added 40.0%
35,000 $2.15 Million
Q3 2022

Oct 19, 2022

BUY
$50.68 - $60.71 $1.27 Million - $1.52 Million
25,000 New
25,000 $1.25 Million

Others Institutions Holding FDM

About FIRST TRUST DOW JONES SELECT M


  • Ticker FDM
  • Sector ETFs
  • Industry ETFs
More about FDM
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