Heritage Wealth Advisors First Trust Dow Jones Select M Transaction History

Heritage Wealth Advisors

$2.72 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 04, 2020	SELL	$43.88 - $51.29 $53,753 - $62,830	-1,225 Closed	0 $0
Q1 2019 May 06, 2019	BUY	$40.88 - $47.84 $50,078 - $58,604	1,225 New	1,225 $0

Others Institutions Holding FDM

# of Institutions

63

Shares Held

1.72M

Call Options Held

0

Put Options Held

0

Horizon Advisory Services, Inc. West Henrietta, NY

315K
Shares

$18.8 Million
9.21% of portfolio
Chicago Partners Investment Group LLC

177K
Shares

$10.5 Million
0.48% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

175K
Shares

$10.4 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

117K
Shares

$6.96 Million
0.0% of portfolio
Morgan Stanley New York, NY

110K
Shares

$6.56 Million
0.0% of portfolio

About FIRST TRUST DOW JONES SELECT M

Ticker FDM
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