Institutional & Family Asset Management, LLC First Trust Industrials/Produc Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 13, 2018	SELL	$38.04 - $41.2 $78,628 - $85,160	-2,067 Closed	0 $0
Q1 2018 May 14, 2018	BUY	$38.67 - $42.63 $79,930 - $88,116	2,067 New	2,067 $82,000

Others Institutions Holding FXR

# of Institutions

181

Shares Held

22.9M

Call Options Held

Put Options Held

First Trust Advisors LP Wheaton, IL

10.9M
Shares

$826 Million
0.81% of portfolio
Wells Fargo & Company San Francisco, CA

2.01M
Shares

$153 Million
0.04% of portfolio
Morgan Stanley New York, NY

1.79M
Shares

$136 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.32M
Shares

$101 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

665K
Shares

$50.6 Million
0.02% of portfolio

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About FIRST TRUST INDUSTRIALS/PRODUC

Ticker FXR
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