Columbia Asset Management First Trust Industrials/Produc Transaction History

Columbia Asset Management

$574 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 15, 2019	SELL	$38.75 - $42.4 $155,000 - $169,600	-4,000 Closed	0 $0
Q1 2019 May 20, 2019	BUY	$33.26 - $40.47 $133,040 - $161,880	4,000 New	4,000 $160,000

Others Institutions Holding FXR

# of Institutions

181

Shares Held

22.9M

Call Options Held

0

Put Options Held

0

First Trust Advisors LP Wheaton, IL

10.9M
Shares

$826 Million
0.81% of portfolio
Wells Fargo & Company San Francisco, CA

2.01M
Shares

$153 Million
0.04% of portfolio
Morgan Stanley New York, NY

1.79M
Shares

$136 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.32M
Shares

$101 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

665K
Shares

$50.6 Million
0.02% of portfolio

About FIRST TRUST INDUSTRIALS/PRODUC

Ticker FXR
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