Coastal Investment Advisors, Inc. First Trust Industrials/Produc Transaction History

Coastal Investment Advisors, Inc.

$212 Million
Q1 2025

A detailed history of Coastal Investment Advisors, Inc. transactions in First Trust Industrials/Produc stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 8,933 shares of FXR stock, worth $645,766. This represents 0.29% of its overall portfolio holdings.

Number of Shares

8,933

Previous 8,348 7.01%

Holding current value

$645,766

Previous $624,000 0.32%

% of portfolio

0.29%

Previous 0.27%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$68.3 - $79.81 $39,955 - $46,688	585 Added 7.01%	8,933 $622,000
Q4 2024 Jan 28, 2025	BUY	$74.81 - $83.27 $33,066 - $36,805	442 Added 5.59%	8,348 $624,000
Q3 2024 Oct 29, 2024	SELL	$66.85 - $75.76 $88,108 - $99,851	-1,318 Reduced 14.29%	7,906 $598,000
Q2 2024 Jul 15, 2024	SELL	$67.9 - $72.35 $59,752 - $63,667	-880 Reduced 8.71%	9,224 $627,000
Q1 2024 Apr 19, 2024	SELL	$62.64 - $72.96 $22,487 - $26,192	-359 Reduced 3.43%	10,104 $737,000
Q4 2023 Jan 19, 2024	SELL	$53.31 - $65.16 $23,083 - $28,214	-433 Reduced 3.97%	10,463 $678,000
Q2 2023 Aug 09, 2023	BUY	$52.94 - $60.09 $4,023 - $4,566	76 Added 0.7%	10,896 $654,000
Q1 2023 May 05, 2023	BUY	$51.66 - $58.57 $774 - $878	15 Added 0.14%	10,820 $601,000
Q4 2022 Feb 10, 2023	BUY	$46.71 - $54.22 $18,777 - $21,796	402 Added 3.86%	10,805 $556,000
Q3 2022 Oct 27, 2022	BUY	$45.72 - $55.81 $45 - $55	1 Added 0.01%	10,403 $478,000
Q2 2022 Aug 09, 2022	BUY	$47.3 - $56.32 $14,190 - $16,896	300 Added 2.97%	10,402 $507,000
Q1 2022 Apr 13, 2022	BUY	$53.82 - $62.92 $23,196 - $27,118	431 Added 4.46%	10,102 $571,000
Q2 2021 Jul 15, 2021	BUY	$57.0 - $61.09 $64,980 - $69,642	1,140 Added 13.36%	9,671 $570,000
Q1 2021 Apr 12, 2021	BUY	$49.18 - $56.84 $419,554 - $484,902	8,531 New	8,531 $483,000
Q3 2019 Oct 18, 2019	SELL	$39.31 - $43.36 $432 - $476	-11 Closed	0 $0
Q1 2019 May 15, 2019	BUY	$33.26 - $40.47 $365 - $445	11 New	11 $0

Others Institutions Holding FXR

# of Institutions

187

Shares Held

23.2M

Call Options Held

Put Options Held

12.5K

View Full List

About FIRST TRUST INDUSTRIALS/PRODUC

Ticker FXR
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Coastal Investment Advisors, Inc. First Trust Industrials/Produc Transaction History