Cyndeo Wealth Partners, LLC First Trust Industrials/Produc Transaction History

Cyndeo Wealth Partners, LLC

  • $1.19 Billion
  • Q1 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in First Trust Industrials/Produc stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 36,278 shares of FXR stock, worth $2.43 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
36,278
Previous 47,328 23.35%
Holding current value
$2.43 Million
Previous $3.07 Million 13.78%
% of portfolio
0.22%
Previous 0.28%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 16, 2024
SELL
$62.64 - $72.96 $692,172 - $806,207
-11,050 Reduced 23.35%
36,278 $2.65 Million
Q4 2023

Jan 12, 2024
SELL
$53.31 - $65.16 $3.64 Million - $4.45 Million
-68,331 Reduced 59.08%
47,328 $3.07 Million
Q3 2023

Oct 10, 2023
SELL
$56.71 - $62.05 $129,242 - $141,411
-2,279 Reduced 1.93%
115,659 $6.64 Million
Q2 2023

Jul 27, 2023
SELL
$52.94 - $60.09 $158,131 - $179,488
-2,987 Reduced 2.47%
117,938 $7.09 Million
Q1 2023

Apr 21, 2023
BUY
$51.66 - $58.57 $249,001 - $282,307
4,820 Added 4.15%
120,925 $6.72 Million
Q4 2022

Jan 25, 2023
BUY
$49.6 - $54.22 $5.76 Million - $6.3 Million
116,105 New
116,105 $0

Others Institutions Holding FXR

# of Institutions
176
Shares Held
23.5M
Call Options Held
6.6K
Put Options Held
0
View Full List

About FIRST TRUST INDUSTRIALS/PRODUC

FXR Quotes by TradingView
  • Ticker FXR
  • Sector ETFs
  • Industry ETFs
More about FXR
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