Mml Investors Services, LLC First Trust Dow Jones Select M Transaction History

Mml Investors Services, LLC

$24.8 Billion
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$51.55 - $62.77 $191,405 - $233,065	3,713 New	3,713 $228,000
Q2 2022 Aug 12, 2022	SELL	$51.18 - $60.64 $360,256 - $426,844	-7,039 Closed	0 $0
Q1 2022 May 13, 2022	SELL	$58.38 - $64.94 $87,161 - $96,955	-1,493 Reduced 17.5%	7,039 $424,000
Q4 2021 Feb 14, 2022	BUY	$60.38 - $66.59 $515,162 - $568,145	8,532 New	8,532 $546,000
Q2 2021 Aug 13, 2021	SELL	$57.05 - $63.14 $210,571 - $233,049	-3,691 Closed	0 $0
Q1 2021 May 14, 2021	SELL	$47.17 - $63.66 $60,943 - $82,248	-1,292 Reduced 25.93%	3,691 $222,000
Q4 2020 Feb 12, 2021	BUY	$38.13 - $48.82 $190,001 - $243,270	4,983 New	4,983 $239,000
Q2 2018 Aug 13, 2018	SELL	$46.33 - $52.61 $407,009 - $462,178	-8,785 Closed	0 $0
Q1 2018 May 11, 2018	BUY	$44.87 - $48.95 $394,182 - $430,025	8,785 New	8,785 $416,000

Others Institutions Holding FDM

# of Institutions

64

Shares Held

2.22M

Call Options Held

0

Put Options Held

0

Strategic Financial Concepts, LLC San Antonio, TX

388K
Shares

$25 Million
0.0% of portfolio
Horizon Advisory Services, Inc. West Henrietta, NY

315K
Shares

$20.4 Million
9.04% of portfolio
Chicago Partners Investment Group LLC

186K
Shares

$12 Million
0.42% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

174K
Shares

$11.3 Million
0.02% of portfolio
Arkansas Financial Group, Inc.

147K
Shares

$9.49 Million
1.45% 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 Mml Investors Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mml Investors Services, LLC with notifications on news.