Kayne Anderson Rudnick Investment Management LLC First Trust Dow Jones Select M Transaction History

Kayne Anderson Rudnick Investment Management LLC

$43.7 Billion
Q3 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$51.11 - $59.4 $709,764 - $824,887	13,887 Added 336.9%	18,009 $999,000
Q3 2022 Nov 16, 2022	BUY	$50.0 - $60.71 $206,100 - $250,246	4,122 New	4,122 $206,000
Q3 2022 Nov 14, 2022	SELL	$50.0 - $60.71 $113,450 - $137,750	-2,269 Closed	0 $206,000
Q2 2022 Aug 12, 2022	BUY	$51.18 - $60.64 $116,127 - $137,592	2,269 New	2,269 $119,000
Q1 2022 May 16, 2022	SELL	$58.38 - $64.94 $5.94 Million - $6.6 Million	-101,691 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$60.38 - $66.59 $6.14 Million - $6.77 Million	101,691 New	101,691 $6.5 Million

Others Institutions Holding FDM

# of Institutions

Shares Held

1.86M

Call Options Held

Put Options Held

Horizon Advisory Services, Inc. West Henrietta, NY

315K
Shares

$21.4 Million
9.22% of portfolio
Chicago Partners Investment Group LLC

186K
Shares

$12.6 Million
0.42% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

173K
Shares

$11.7 Million
0.02% of portfolio
Arkansas Financial Group, Inc.

147K
Shares

$9.95 Million
1.45% of portfolio
Lpl Financial LLC Fort Mill, SC

123K
Shares

$8.37 Million
0.0% of portfolio

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About FIRST TRUST DOW JONES SELECT M

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