Personal Wealth Partners First Trust Dow Jones Select M Transaction History

Personal Wealth Partners

$0
Q2 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 20, 2021	SELL	$57.24 - $62.5 $57,240 - $62,500	-1,000 Closed	0 $0
Q2 2021 Jul 23, 2021	BUY	$57.05 - $63.14 $57,050 - $63,140	1,000 New	1,000 $62,000

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
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