A detailed history of Strategic Financial Concepts, LLC transactions in First Trust Dow Jones Select M stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 387,521 shares of FDM stock, worth $24.2 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
387,521
Previous 5,294 7220.0%
Holding current value
$24.2 Million
Previous $332 Million 98.24%
% of portfolio
0.0%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

BUY
$58.3 - $63.04 $22.3 Million - $24.1 Million
382,227 Added 7220.0%
387,521 $5.86 Million
Q1 2024

Apr 22, 2024

BUY
$57.51 - $62.77 $304,457 - $332,304
5,294 New
5,294 $332 Million
Q3 2023

Nov 07, 2023

BUY
$54.06 - $60.45 $259,433 - $290,099
4,799 New
4,799 $263 Million

Others Institutions Holding FDM

About FIRST TRUST DOW JONES SELECT M


  • Ticker FDM
  • Sector ETFs
  • Industry ETFs
More about FDM
Track This Portfolio

Track Strategic Financial Concepts, LLC Portfolio

Follow Strategic Financial Concepts, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Financial Concepts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Financial Concepts, LLC with notifications on news.