Heritage Wealth Advisors First Trust Dow Jones Select M Transaction History

Heritage Wealth Advisors

$2.06 Billion
Q3 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

67

Shares Held

1.86M

Call Options Held

0

Put Options Held

0

Horizon Advisory Services, Inc. West Henrietta, NY

315K
Shares

$22.8 Million
9.22% of portfolio
Chicago Partners Investment Group LLC

186K
Shares

$13.4 Million
0.42% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

173K
Shares

$12.5 Million
0.02% of portfolio
Arkansas Financial Group, Inc.

147K
Shares

$10.6 Million
1.45% of portfolio
Lpl Financial LLC Fort Mill, SC

123K
Shares

$8.91 Million
0.0% of portfolio

About FIRST TRUST DOW JONES SELECT M

Ticker FDM
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Advisors with notifications on news.