Wealth Enhancement & Preservation Of Ga, LLC First Trust Dow Jones Select M Transaction History

Wealth Enhancement & Preservation Of Ga, LLC

$104 Million
Q2 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 22, 2021	SELL	$57.05 - $63.14 $2.21 Million - $2.45 Million	-38,734 Closed	0 $0
Q1 2021 Apr 21, 2021	BUY	$47.17 - $63.66 $1.83 Million - $2.47 Million	38,734 New	38,734 $2.31 Million

Others Institutions Holding FDM

# of Institutions

Shares Held

1.72M

Call Options Held

Put Options Held

Horizon Advisory Services, Inc. West Henrietta, NY

315K
Shares

$18.4 Million
9.21% of portfolio
Chicago Partners Investment Group LLC

177K
Shares

$10.3 Million
0.48% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

175K
Shares

$10.2 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

117K
Shares

$6.82 Million
0.0% of portfolio
Morgan Stanley New York, NY

110K
Shares

$6.43 Million
0.0% of portfolio

View Full List

About FIRST TRUST DOW JONES SELECT M

Ticker FDM
Sector ETFs
Industry ETFs

More about FDM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement & Preservation Of Ga, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement & Preservation Of Ga, LLC with notifications on news.

Account