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

Valeo Financial Advisors, LLC

$4.33 Billion
Q1 2025

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

187

Shares Held

23.2M

Call Options Held

0

Put Options Held

12.5K

First Trust Advisors LP Wheaton, IL

10.5M
Shares

$767 Million
0.68% of portfolio
Wells Fargo & Company San Francisco, CA

1.95M
Shares

$142 Million
0.03% of portfolio
Morgan Stanley New York, NY

1.55M
Shares

$113 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.32M
Shares

$96.4 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

688K
Shares

$50.1 Million
0.02% of portfolio

About FIRST TRUST INDUSTRIALS/PRODUC

Ticker FXR
Sector ETFs
Industry ETFs

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