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

Sound Income Strategies, LLC

$1.4 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

179

Shares Held

22.9M

Call Options Held

0

Put Options Held

0

First Trust Advisors LP Wheaton, IL

10.9M
Shares

$892 Million
0.81% of portfolio
Wells Fargo & Company San Francisco, CA

2.01M
Shares

$165 Million
0.04% of portfolio
Morgan Stanley New York, NY

1.79M
Shares

$147 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.32M
Shares

$109 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

665K
Shares

$54.6 Million
0.02% of portfolio

About FIRST TRUST INDUSTRIALS/PRODUC

Ticker FXR
Sector ETFs
Industry ETFs

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