Modern Wealth Management, LLC First Trust Industrials/Produc Transaction History
Modern Wealth Management, LLC
- $3.04 Billion
- Q1 2025
A detailed history of Modern Wealth Management, LLC transactions in First Trust Industrials/Produc stock. As of the latest transaction made, Modern Wealth Management, LLC holds 96,486 shares of FXR stock, worth $7.48 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
96,486
Previous 95,783
0.73%
Holding current value
$7.48 Million
Previous $6.67 Billion
99.9%
% of portfolio
0.22%
Previous 0.22%
Shares
5 transactions
Others Institutions Holding FXR
# of Institutions
190Shares Held
23.2MCall Options Held
0Put Options Held
12.5K-
First Trust Advisors LP Wheaton, IL10.5MShares$815 Million0.68% of portfolio
-
Wells Fargo & Company San Francisco, CA1.95MShares$151 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.55MShares$120 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.32MShares$102 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL688KShares$53.3 Million0.02% of portfolio