Naviter Wealth, LLC First Trust Dow Jones Select M Transaction History

Naviter Wealth, LLC

$662 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 21, 2022	SELL	$58.38 - $64.94 $2.13 Million - $2.36 Million	-36,416 Closed	0 $0
Q4 2021 Feb 03, 2022	BUY	$60.38 - $66.59 $2.2 Million - $2.42 Million	36,416 New	36,416 $2.33 Million

Others Institutions Holding FDM

# of Institutions

64

Shares Held

2.11M

Call Options Held

0

Put Options Held

0

Strategic Financial Concepts, LLC San Antonio, TX

388K
Shares

$24.2 Million
0.0% of portfolio
Horizon Advisory Services, Inc. West Henrietta, NY

315K
Shares

$19.7 Million
9.04% of portfolio
Chicago Partners Investment Group LLC

182K
Shares

$11.3 Million
0.45% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

174K
Shares

$10.9 Million
0.02% of portfolio
Arkansas Financial Group, Inc.

126K
Shares

$7.87 Million
1.35% of portfolio

About FIRST TRUST DOW JONES SELECT M

Ticker FDM
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