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

Modern Wealth Management, LLC

$3.78 Billion
Q2 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 95,393 shares of FXR stock, worth $7.6 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

95,393

Previous 96,486 1.13%

Holding current value

$7.6 Million

Previous $6.72 Million 5.37%

% of portfolio

0.19%

Previous 0.22%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$60.85 - $74.22 $66,509 - $81,122	-1,093 Reduced 1.13%	95,393 $7.08 Million
Q1 2025 May 30, 2025	BUY	$68.3 - $79.81 $48,014 - $56,106	703 Added 0.73%	96,486 $6.72 Million
Q1 2025 May 15, 2025	SELL	$68.3 - $79.81 $36,813 - $43,017	-539 Reduced 0.56%	95,783 $6.67 Billion
Q4 2024 May 30, 2025	BUY	$74.81 - $83.27 $58,875 - $65,533	787 Added 0.82%	96,570 $7.22 Million
Q4 2024 May 29, 2025	BUY	$74.81 - $83.27 $58,875 - $65,533	787 Added 0.82%	96,570 $7.22 Million
Q4 2024 Feb 11, 2025	BUY	$74.81 - $83.27 $7.21 Million - $8.02 Million	96,322 New	96,322 $7.42 Billion

Others Institutions Holding FXR

# of Institutions

189

Shares Held

22.4M

Call Options Held

Put Options Held

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About FIRST TRUST INDUSTRIALS/PRODUC

Ticker FXR
Sector ETFs
Industry ETFs

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