Orion Portfolio Solutions, LLC First Trust Dow Jones Select M Transaction History

Orion Portfolio Solutions, LLC

$9.27 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 13, 2020	SELL	$36.03 - $41.89 $1,225 - $1,424	-34 Closed	0 $0
Q2 2020 Aug 19, 2020	BUY	$28.31 - $43.56 $962 - $1,481	34 New	34 $1,000

Others Institutions Holding FDM

# of Institutions

84

Shares Held

1.6M

Call Options Held

0

Put Options Held

0

Private Advisory Group LLC Redmond, WA

191K
Shares

$14.4 Million
1.19% of portfolio
Chicago Partners Investment Group LLC

190K
Shares

$14.3 Million
0.4% of portfolio
Arkansas Financial Group, Inc.

173K
Shares

$13.1 Million
1.91% of portfolio
Lpl Financial LLC Fort Mill, SC

160K
Shares

$12.1 Million
0.0% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

137K
Shares

$10.3 Million
0.02% of portfolio

About FIRST TRUST DOW JONES SELECT M

Ticker FDM
Sector ETFs
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