Pinnacle Family Advisors, LLC First Trust Industrials/Produc Transaction History

Pinnacle Family Advisors, LLC

$171 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	BUY	$51.66 - $58.57 $654,067 - $741,554	12,661 Added 118.69%	23,328 $1.3 Million
Q4 2022 Feb 10, 2023	SELL	$46.71 - $54.22 $16,722 - $19,410	-358 Reduced 3.25%	10,667 $549,000
Q3 2022 Nov 14, 2022	SELL	$45.72 - $55.81 $97,795 - $119,377	-2,139 Reduced 16.25%	11,025 $507,000
Q2 2022 Aug 15, 2022	BUY	$47.3 - $56.32 $36,231 - $43,141	766 Added 6.18%	13,164 $634,000
Q1 2022 May 16, 2022	BUY	$53.82 - $62.92 $238,368 - $278,672	4,429 Added 55.58%	12,398 $701,000
Q4 2021 Feb 14, 2022	BUY	$57.54 - $63.0 $33,891 - $37,107	589 Added 7.98%	7,969 $497,000
Q3 2021 Nov 12, 2021	BUY	$56.87 - $61.64 $10,634 - $11,526	187 Added 2.6%	7,380 $423,000
Q2 2021 Aug 16, 2021	BUY	$57.0 - $61.09 $410,001 - $439,420	7,193 New	7,193 $424,000
Q1 2020 May 13, 2020	SELL	$25.71 - $46.5 $1.01 Million - $1.82 Million	-39,210 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$39.89 - $45.36 $1.56 Million - $1.78 Million	39,210 New	39,210 $1.77 Million

Others Institutions Holding FXR

# of Institutions

181

Shares Held

22.9M

Call Options Held

0

Put Options Held

0

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

About FIRST TRUST INDUSTRIALS/PRODUC

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