HB Wealth Management, LLC
Position in FDM — First Trust Dow Jones Select MicroCap Index Fund
CIK 1911253
Atlanta, GA
All Filings in FDM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FDM | $3,694,050 | 45,000 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 FDM | $3,582,900 | 45,000 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 FDM | $3,408,750 | 45,000 | Shares | Sole | 2025-10-23 | |
| 2025-03-31 FDM | $2,798,100 | 45,000 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 FDM | $3,067,200 | 45,000 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 FDM | $2,884,500 | 45,000 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 FDM | $2,697,300 | 45,000 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 FDM | $2,196,950 | 35,000 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 FDM | $2,146,900 | 35,000 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 FDM | $1,369,500 | 25,000 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 FDM | $1,405,750 | 25,000 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 FDM | $1,341,250 | 25,000 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 FDM | $1,387,250 | 25,000 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 FDM | $1,250,000 | 25,000 | Shares | Sole | 2022-10-19 | |
| No filing history on record for this holder in this stock. | ||||||