Outlook Wealth Advisors, LLC First Trust Industrials/Produc Transaction History
Outlook Wealth Advisors, LLC
- $298 Million
- Q1 2025
A detailed history of Outlook Wealth Advisors, LLC transactions in First Trust Industrials/Produc stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 15,009 shares of FXR stock, worth $1 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
15,009
Previous 11,834
26.83%
Holding current value
$1 Million
Previous $885,000
17.51%
% of portfolio
0.35%
Previous 0.31%
Shares
17 transactions
Others Institutions Holding FXR
# of Institutions
195Shares Held
23.9MCall Options Held
0Put Options Held
12.5K-
First Trust Advisors LP Wheaton, IL10.6MShares$709 Million0.73% of portfolio
-
Wells Fargo & Company San Francisco, CA2.05MShares$137 Million0.04% of portfolio
-
Morgan Stanley New York, NY1.81MShares$121 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.34MShares$89.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC760KShares$50.9 Million0.02% of portfolio