Ep Wealth Advisors, LLC First Trust Industrials/Produc Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in First Trust Industrials/Produc stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 2,182 shares of FXR stock, worth $170,872. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,182
Previous 1,607 35.78%
Holding current value
$170,872
Previous $111,000 45.05%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$60.85 - $74.22 $34,988 - $42,676
575 Added 35.78%
2,182 $161,000
Q4 2024

Feb 13, 2025
BUY
$74.81 - $83.27 $120,219 - $133,814
1,607 New
1,607 $120,000
Q1 2020

May 18, 2020
SELL
$25.71 - $46.5 $247,073 - $446,865
-9,610 Closed
0 $0
Q4 2019

Feb 14, 2020
SELL
$39.89 - $45.36 $28,521 - $32,432
-715 Reduced 6.92%
9,610 $434,000
Q3 2019

Nov 18, 2019
SELL
$39.31 - $43.36 $19,655 - $21,680
-500 Reduced 4.62%
10,325 $432,000
Q2 2019

Aug 27, 2019
BUY
$38.75 - $42.4 $419,468 - $458,980
10,825 New
10,825 $459,000
Q1 2019

May 20, 2019
SELL
$33.26 - $40.47 $586,174 - $713,243
-17,624 Closed
0 $0
Q4 2018

Feb 19, 2019
SELL
$32.01 - $42.29 $135,434 - $178,928
-4,231 Reduced 19.36%
17,624 $601,000
Q3 2018

Nov 15, 2018
SELL
$39.1 - $43.14 $104,670 - $115,485
-2,677 Reduced 10.91%
21,855 $926,000
Q2 2018

Aug 14, 2018
SELL
$38.04 - $41.2 $803,823 - $870,597
-21,131 Reduced 46.28%
24,532 $959,000
Q1 2018

May 15, 2018
SELL
$38.67 - $42.63 $408,161 - $449,959
-10,555 Reduced 18.78%
45,663 $1.81 Million
Q4 2017

Feb 15, 2018
SELL
$37.4 - $40.8 $401,937 - $438,477
-10,747 Reduced 16.05%
56,218 $2.28 Million
Q3 2017

Nov 15, 2017
SELL
$36.81 - $37.12 $721,844 - $727,923
-19,610 Reduced 22.65%
66,965 $2.49 Million
Q2 2017

Aug 17, 2017
BUY
N/A
86,575
86,575 $3.06 Million

Others Institutions Holding FXR

# of Institutions
188
Shares Held
22.3M
Call Options Held
0
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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