Envision Financial LLC First Trust Dow Jones Select M Transaction History

Envision Financial LLC

  • $174 Billion
  • Q3 2025

A detailed history of Envision Financial LLC transactions in First Trust Dow Jones Select M stock. As of the latest transaction made, Envision Financial LLC holds 14,341 shares of FDM stock, worth $1.08 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
14,341
Previous 14,313 0.2%
Holding current value
$1.08 Million
Previous $1.03 Billion 5.96%
% of portfolio
0.62%
Previous 0.68%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025
BUY
$69.04 - $77.89 $1,933 - $2,180
28 Added 0.2%
14,341 $1.09 Billion
Q2 2025

Jul 10, 2025
SELL
$55.48 - $71.63 $92,485 - $119,407
-1,667 Reduced 10.43%
14,313 $1.03 Billion
Q1 2025

Apr 22, 2025
SELL
$61.73 - $71.81 $68,582 - $79,780
-1,111 Reduced 6.5%
15,980 $994 Million
Q4 2024

Jan 13, 2025
BUY
$62.59 - $73.1 $1.07 Million - $1.25 Million
17,091 New
17,091 $1.16 Billion

Others Institutions Holding FDM

# of Institutions
82
Shares Held
1.6M
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
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