Ifp Advisors, Inc First Trust Dow Jones Select M Transaction History

Ifp Advisors, Inc

$3.28 Billion
Q2 2025

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 18, 2023	SELL	$51.9 - $61.13 $118,487 - $139,559	-2,283 Closed	0 $0
Q4 2022 Feb 07, 2023	SELL	$51.11 - $59.4 $9,659 - $11,226	-189 Reduced 7.65%	2,283 $114,000
Q3 2022 Nov 08, 2022	SELL	$50.0 - $60.71 $13,700 - $16,634	-274 Reduced 9.98%	2,472 $120,000
Q2 2022 Sep 06, 2022	BUY	$51.18 - $60.64 $140,540 - $166,517	2,746 New	2,746 $131,000
Q2 2022 Aug 12, 2022	SELL	$51.18 - $60.64 $140,540 - $166,517	-2,746 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$58.38 - $64.94 $160,311 - $178,325	2,746 New	2,746 $165,000
Q3 2021 Oct 06, 2021	SELL	$57.24 - $62.5 $0 - $0	0 Closed	0 $0
Q2 2021 Jul 13, 2021	BUY	$57.05 - $63.14 $0 - $0	0 New	0 $0
Q1 2021 Apr 30, 2021	BUY	$47.17 - $63.66 $0 - $0	0 New	0 $0
Q4 2020 Jan 25, 2021	BUY	$38.13 - $48.82 $0 - $0	0 New	0 $0
Q3 2020 Oct 29, 2020	BUY	$36.03 - $41.89 $0 - $0	0 New	0 $0
Q2 2020 Aug 05, 2020	BUY	$28.31 - $43.56 $0 - $0	0 New	0 $0
Q1 2020 May 12, 2020	BUY	$27.16 - $50.7 $0 - $0	0 New	0 $0
Q4 2019 Jan 17, 2020	BUY	$43.88 - $51.29 $0 - $0	0 New	0 $0
Q3 2019 Nov 07, 2019	SELL	$42.06 - $48.11 $1.49 Million - $1.71 Million	-35,508 Closed	0 $0
Q1 2019 May 15, 2019	BUY	$40.88 - $47.84 $31,027 - $36,310	759 Added 2.18%	35,508 $1.58 Million
Q4 2018 Jan 23, 2019	BUY	$38.71 - $50.54 $69,329 - $90,517	1,791 Added 5.43%	34,749 $1.41 Million
Q3 2018 Oct 25, 2018	BUY	$50.84 - $53.18 $95,477 - $99,872	1,878 Added 6.04%	32,958 $0
Q2 2018 Aug 07, 2018	BUY	$46.33 - $52.61 $321,113 - $364,639	6,931 Added 28.7%	31,080 $0
Q1 2018 Jun 03, 2019	SELL	$44.87 - $48.95 $95,259 - $103,920	-2,123 Reduced 8.08%	24,149 $1.15 Million
Q1 2018 May 09, 2018	BUY	$44.87 - $48.95 $95,259 - $103,920	2,123 Added 8.79%	26,272 $0
Q4 2017 Jan 24, 2018	BUY	$45.75 - $48.61 $113,322 - $120,406	2,477 Added 11.43%	24,149 $0
Q3 2017 Oct 30, 2017	BUY	$45.28 - $46.36 $191,308 - $195,871	4,225 Added 24.22%	21,672 $1 Million
Q2 2017 Jun 03, 2019	BUY	N/A	7,348 Added 72.76%	17,447 $769,000
Q1 2017 Jun 03, 2019	BUY	N/A	9,922 Added 5605.65%	10,099 $430,000
Q4 2016 Jun 03, 2019	SELL	N/A	-35,331 Reduced 99.5%	177 $8,000
Q1 2016 Jun 03, 2019	BUY	N/A	35,508	35,508 $1.58 Million

Others Institutions Holding FDM

# of Institutions

Shares Held

1.52M

Call Options Held

Put Options Held

Chicago Partners Investment Group LLC

191K
Shares

$14.3 Million
0.43% of portfolio
Arkansas Financial Group, Inc.

175K
Shares

$13.1 Million
1.95% of portfolio
Private Advisory Group LLC Redmond, WA

172K
Shares

$12.9 Million
1.16% of portfolio
Lpl Financial LLC Fort Mill, SC

142K
Shares

$10.7 Million
0.0% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

135K
Shares

$10.2 Million
0.02% of portfolio

View Full List

About FIRST TRUST DOW JONES SELECT M

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