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

Mml Investors Services, LLC

$27.4 Billion
Q3 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

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

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