Calton & Associates, Inc. First Trust Industrials/Produc Transaction History

Calton & Associates, Inc.

$211 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 Apr 17, 2018	SELL	$38.67 - $42.63 $3,789 - $4,177	-98 Closed	0 $0
Q4 2017 Feb 05, 2018	BUY	$37.4 - $40.8 $3,665 - $3,998	98	98 $4,000

Others Institutions Holding FXR

# of Institutions

192

Shares Held

23.8M

Call Options Held

0

Put Options Held

12.5K

First Trust Advisors LP Wheaton, IL

10.6M
Shares

$816 Million
0.73% of portfolio
Wells Fargo & Company San Francisco, CA

2.05M
Shares

$158 Million
0.04% of portfolio
Morgan Stanley New York, NY

1.81M
Shares

$139 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.34M
Shares

$103 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

760K
Shares

$58.5 Million
0.02% of portfolio

About FIRST TRUST INDUSTRIALS/PRODUC

Ticker FXR
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