Iams Wealth Management, LLC First Trust Industrials/Produc Transaction History

Iams Wealth Management, LLC

$219 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Oct 27, 2023	BUY	$46.71 - $54.22 $440,428 - $511,240	9,429 New	9,429 $486 Million

Others Institutions Holding FXR

# of Institutions

186

Shares Held

23M

Call Options Held

0

Put Options Held

0

First Trust Advisors LP Wheaton, IL

10.9M
Shares

$846 Million
0.81% of portfolio
Wells Fargo & Company San Francisco, CA

2.01M
Shares

$156 Million
0.04% of portfolio
Morgan Stanley New York, NY

1.79M
Shares

$140 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.32M
Shares

$103 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

665K
Shares

$51.8 Million
0.02% of portfolio

About FIRST TRUST INDUSTRIALS/PRODUC

Ticker FXR
Sector ETFs
Industry ETFs

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