Wilbanks Smith & Thomas Asset Management LLC First Trust Industrials/Produc Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 06, 2019	SELL	$39.31 - $43.36 $278,314 - $306,988	-7,080 Closed	0 $0
Q2 2019 Aug 07, 2019	BUY	$38.75 - $42.4 $274,350 - $300,192	7,080 New	7,080 $300,000

Others Institutions Holding FXR

# of Institutions

195

Shares Held

23.9M

Call Options Held

Put Options Held

12.5K

First Trust Advisors LP Wheaton, IL

10.6M
Shares

$709 Million
0.73% of portfolio
Wells Fargo & Company San Francisco, CA

2.05M
Shares

$137 Million
0.04% of portfolio
Morgan Stanley New York, NY

1.81M
Shares

$121 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.34M
Shares

$89.7 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

760K
Shares

$50.9 Million
0.02% of portfolio

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About FIRST TRUST INDUSTRIALS/PRODUC

Ticker FXR
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