Sound Income Strategies, LLC First Trust Industrials/Produc Transaction History

Sound Income Strategies, LLC

$1.76 Billion
Q3 2025

Number of Shares

0

Holding current value

$0

% of portfolio

0.0%

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 10, 2025	BUY	$75.64 - $80.06 $0 - $0	0 New	0 $0
Q1 2024 Apr 15, 2024	BUY	$62.64 - $72.96 $1,064 - $1,240	17 New	17 $1,000
Q2 2023 Jul 10, 2023	BUY	$52.94 - $60.09 $3,070 - $3,485	58 New	58 $3,000

Others Institutions Holding FXR

# of Institutions

188

Shares Held

22.3M

Call Options Held

0

Put Options Held

0

First Trust Advisors LP Wheaton, IL

10.3M
Shares

$805 Million
0.64% of portfolio
Wells Fargo & Company San Francisco, CA

1.86M
Shares

$146 Million
0.03% of portfolio
Morgan Stanley New York, NY

1.5M
Shares

$117 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.02M
Shares

$79.7 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

675K
Shares

$52.9 Million
0.02% of portfolio

About FIRST TRUST INDUSTRIALS/PRODUC

Ticker FXR
Sector ETFs
Industry ETFs

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