Truepoint, Inc. First Trust Industrials/Produc Transaction History

Truepoint, Inc.

$3.65 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 08, 2023	BUY	$52.94 - $60.09 $241,459 - $274,070	4,561 Added 88.63%	9,707 $583,000
Q1 2023 May 08, 2023	BUY	$51.66 - $58.57 $265,842 - $301,401	5,146 New	5,146 $285,000

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

Ticker FXR
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