Orion Portfolio Solutions, LLC First Trust Industrials/Produc Transaction History

Orion Portfolio Solutions, LLC

$9.27 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 13, 2020	SELL	$36.82 - $43.05 $9,867 - $11,537	-268 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$39.89 - $45.36 $10,690 - $12,156	268 New	268 $12,000

Others Institutions Holding FXR

# of Institutions

186

Shares Held

21.9M

Call Options Held

0

Put Options Held

0

First Trust Advisors LP Wheaton, IL

9.98M
Shares

$754 Million
0.61% of portfolio
Wells Fargo & Company San Francisco, CA

1.83M
Shares

$138 Million
0.03% of portfolio
Morgan Stanley New York, NY

1.48M
Shares

$112 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.01M
Shares

$76.6 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

658K
Shares

$49.7 Million
0.02% of portfolio

About FIRST TRUST INDUSTRIALS/PRODUC

Ticker FXR
Sector ETFs
Industry ETFs

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