Ridgeline Wealth Planning, LLC First Trust Industrials/Produc Transaction History
Ridgeline Wealth Planning, LLC
- $121 Billion
- Q2 2025
A detailed history of Ridgeline Wealth Planning, LLC transactions in First Trust Industrials/Produc stock. As of the latest transaction made, Ridgeline Wealth Planning, LLC holds 3,359 shares of FXR stock, worth $257,836. This represents 0.21% of its overall portfolio holdings.
Number of Shares
3,359
Previous 3,359
-0.0%
Holding current value
$257,836
Previous $234 Million
6.58%
% of portfolio
0.21%
Previous 0.23%
Shares
1 transactions
Others Institutions Holding FXR
# of Institutions
191Shares Held
23.2MCall Options Held
0Put Options Held
12.5K-
First Trust Advisors LP Wheaton, IL10.5MShares$808 Million0.68% of portfolio
-
Wells Fargo & Company San Francisco, CA1.95MShares$150 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.55MShares$119 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.32MShares$102 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL688KShares$52.8 Million0.02% of portfolio