Sowell Financial Services LLC First Trust Dow Jones Select M Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 12, 2020	SELL	$27.16 - $50.7 $54,320 - $101,400	-2,000 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	$43.88 - $51.29 $87,760 - $102,580	2,000 New	2,000 $101,000

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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