Valeo Financial Advisors, LLC First Trust Dow Jones Select M Transaction History

Valeo Financial Advisors, LLC

$3.81 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 28, 2020	SELL	$36.03 - $41.89 $7,422 - $8,629	-206 Closed	0 $0
Q2 2020 Jul 20, 2020	BUY	$28.31 - $43.56 $5,831 - $8,973	206 New	206 $8,000

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

$22.9 Million
9.22% of portfolio
Chicago Partners Investment Group LLC

186K
Shares

$13.5 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

$8.95 Million
0.0% of portfolio

About FIRST TRUST DOW JONES SELECT M

Ticker FDM
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