Strategic Financial Concepts, LLC First Trust Dow Jones Select M Transaction History

Strategic Financial Concepts, LLC

  • $549 Billion
  • Q4 2024

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 365,804 shares of FDM stock, worth $25.6 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
365,804
Previous 5,779 6229.88%
Holding current value
$25.6 Million
Previous $370 Million 1.26%
% of portfolio
0.07%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$62.59 - $73.1 $22.5 Million - $26.3 Million
360,025 Added 6229.88%
365,804 $366 Million
Q3 2024

Nov 12, 2024
SELL
$58.44 - $67.29 $22.3 Million - $25.7 Million
-381,742 Reduced 98.51%
5,779 $370 Million
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

# of Institutions
66
Shares Held
2.04M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST DOW JONES SELECT M

FDM Quotes by TradingView
  • 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.

Choose your preferred platform and Sign Up 👇 Telegram Email