Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 25, 2022

SELL
$51.18 - $60.64 $191,208 - $226,551
-3,736 Closed
0 $0
Q1 2022

May 10, 2022

SELL
$58.38 - $64.94 $35,203 - $39,158
-603 Reduced 13.9%
3,736 $225,000
Q4 2021

Jan 27, 2022

SELL
$60.38 - $66.59 $747,142 - $823,984
-12,374 Reduced 74.04%
4,339 $277,000
Q3 2021

Oct 28, 2021

BUY
$57.24 - $62.5 $31,710 - $34,625
554 Added 3.43%
16,713 $1 Million
Q2 2021

Jul 14, 2021

BUY
$57.05 - $63.14 $24,759 - $27,402
434 Added 2.76%
16,159 $998,000
Q1 2021

Apr 20, 2021

BUY
$47.17 - $63.66 $14,245 - $19,225
302 Added 1.96%
15,725 $946,000
Q4 2020

Jan 29, 2021

BUY
$38.13 - $48.82 $588,078 - $752,950
15,423 New
15,423 $738,000

Others Institutions Holding FDM

About FIRST TRUST DOW JONES SELECT M


  • Ticker FDM
  • Sector ETFs
  • Industry ETFs
More about FDM
Track This Portfolio

Track Marshall Financial Group LLC Portfolio

Follow Marshall Financial Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marshall Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marshall Financial Group LLC with notifications on news.