1776 Wealth LLC First Trust Industrials/Produc Transaction History

1776 Wealth LLC

$213 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	SELL	$53.82 - $62.92 $238,368 - $278,672	-4,429 Closed	0 $0
Q4 2021 Jan 31, 2022	BUY	$57.54 - $63.0 $254,844 - $279,027	4,429 New	4,429 $276,000

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

$819 Million
0.81% of portfolio
Wells Fargo & Company San Francisco, CA

2.01M
Shares

$151 Million
0.04% of portfolio
Morgan Stanley New York, NY

1.79M
Shares

$135 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.32M
Shares

$99.7 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

665K
Shares

$50.1 Million
0.02% of portfolio

About FIRST TRUST INDUSTRIALS/PRODUC

Ticker FXR
Sector ETFs
Industry ETFs

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