Valeo Financial Advisors, LLC First Trust Industrials/Produc Transaction History

Valeo Financial Advisors, LLC

$3.81 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2017 Feb 09, 2018	SELL	$37.4 - $40.8 $0 - $0	0 Closed	0 $0
Q3 2017 Nov 15, 2017	BUY	$36.81 - $37.12 $0 - $0	0 New	0 $0
Q3 2017 Nov 14, 2017	BUY	$36.81 - $37.12 $0 - $0	0	0 $0

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
Sector ETFs
Industry ETFs

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