Truist Financial Corp First Trust Dow Jones Select M Transaction History

Truist Financial Corp

$65 Billion
Q2 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 14, 2023	BUY	$54.06 - $60.45 $432 - $483	8 Added 0.2%	4,028 $220,000
Q2 2023 Aug 01, 2023	BUY	$49.4 - $57.45 $2,074 - $2,412	42 Added 1.06%	4,020 $226,000
Q1 2023 May 05, 2023	SELL	$51.9 - $61.13 $160,941 - $189,564	-3,101 Reduced 43.81%	3,978 $213,000
Q4 2022 Feb 17, 2023	SELL	$51.11 - $59.4 $135,032 - $156,934	-2,642 Reduced 27.18%	7,079 $392,000
Q3 2022 Oct 26, 2022	SELL	$50.0 - $60.71 $20,300 - $24,648	-406 Reduced 4.01%	9,721 $486,000
Q2 2022 Jul 22, 2022	SELL	$51.18 - $60.64 $87,620 - $103,815	-1,712 Reduced 14.46%	10,127 $530,000
Q1 2022 Apr 22, 2022	BUY	$58.38 - $64.94 $5,079 - $5,649	87 Added 0.74%	11,839 $713,000
Q4 2021 Feb 14, 2022	SELL	$60.38 - $66.59 $238,078 - $262,564	-3,943 Reduced 25.12%	11,752 $752,000
Q3 2021 Nov 05, 2021	SELL	$57.24 - $62.5 $144,073 - $157,312	-2,517 Reduced 13.82%	15,695 $941,000
Q2 2021 Aug 16, 2021	BUY	$57.05 - $63.14 $32,632 - $36,116	572 Added 3.24%	18,212 $1.13 Million
Q1 2021 May 17, 2021	BUY	$47.17 - $63.66 $51,509 - $69,516	1,092 Added 6.6%	17,640 $1.06 Million
Q4 2020 Feb 18, 2021	SELL	$38.13 - $48.82 $5,338 - $6,834	-140 Reduced 0.84%	16,548 $792,000
Q3 2020 Nov 13, 2020	SELL	$36.03 - $41.89 $12,754 - $14,829	-354 Reduced 2.08%	16,688 $626,000
Q2 2020 Aug 14, 2020	SELL	$28.31 - $43.56 $111,626 - $171,757	-3,943 Reduced 18.79%	17,042 $667,000
Q1 2020 May 15, 2020	SELL	$27.16 - $50.7 $126,375 - $235,907	-4,653 Reduced 18.15%	20,985 $657,000
Q4 2019 Feb 14, 2020	BUY	$43.88 - $51.29 $1.12 Million - $1.31 Million	25,638 New	25,638 $1.31 Million

Others Institutions Holding FDM

# of Institutions

64

Shares Held

2.11M

Call Options Held

0

Put Options Held

0

Strategic Financial Concepts, LLC San Antonio, TX

388K
Shares

$24.2 Million
0.0% of portfolio
Horizon Advisory Services, Inc. West Henrietta, NY

315K
Shares

$19.7 Million
9.04% of portfolio
Chicago Partners Investment Group LLC

182K
Shares

$11.3 Million
0.45% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

174K
Shares

$10.9 Million
0.02% of portfolio
Arkansas Financial Group, Inc.

126K
Shares

$7.87 Million
1.35% of portfolio

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