Cyndeo Wealth Partners, LLC First Trust Industrials/Produc Transaction History

Cyndeo Wealth Partners, LLC

$1.42 Billion
Q4 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in First Trust Industrials/Produc stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 24,474 shares of FXR stock, worth $1.95 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

24,474

Previous 28,367 13.72%

Holding current value

$1.95 Million

Previous $2.15 Million 14.84%

% of portfolio

0.13%

Previous 0.15%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$74.81 - $83.27 $291,235 - $324,170	-3,893 Reduced 13.72%	24,474 $1.83 Million
Q3 2024 Oct 18, 2024	SELL	$66.85 - $75.76 $90,982 - $103,109	-1,361 Reduced 4.58%	28,367 $2.15 Million
Q2 2024 Jul 30, 2024	SELL	$67.9 - $72.35 $444,745 - $473,892	-6,550 Reduced 18.06%	29,728 $2.02 Million
Q1 2024 Apr 16, 2024	SELL	$62.64 - $72.96 $692,172 - $806,207	-11,050 Reduced 23.35%	36,278 $2.65 Million
Q4 2023 Jan 12, 2024	SELL	$53.31 - $65.16 $3.64 Million - $4.45 Million	-68,331 Reduced 59.08%	47,328 $3.07 Million
Q3 2023 Oct 10, 2023	SELL	$56.71 - $62.05 $129,242 - $141,411	-2,279 Reduced 1.93%	115,659 $6.64 Million
Q2 2023 Jul 27, 2023	SELL	$52.94 - $60.09 $158,131 - $179,488	-2,987 Reduced 2.47%	117,938 $7.09 Million
Q1 2023 Apr 21, 2023	BUY	$51.66 - $58.57 $249,001 - $282,307	4,820 Added 4.15%	120,925 $6.72 Million
Q4 2022 Jan 25, 2023	BUY	$46.71 - $54.22 $5.42 Million - $6.3 Million	116,105 New	116,105 $0

Others Institutions Holding FXR

# of Institutions

185

Shares Held

22.9M

Call Options Held

Put Options Held

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About FIRST TRUST INDUSTRIALS/PRODUC

Ticker FXR
Sector ETFs
Industry ETFs

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Cyndeo Wealth Partners, LLC First Trust Industrials/Produc Transaction History