Summit Financial, LLC First Trust Industrials/Produc Transaction History

Summit Financial, LLC

$6 Billion
Q3 2025

A detailed history of Summit Financial, LLC transactions in First Trust Industrials/Produc stock. As of the latest transaction made, Summit Financial, LLC holds 100,003 shares of FXR stock, worth $7.55 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

100,003

Previous 100,381 0.38%

Holding current value

$7.55 Million

Previous $7.45 Million 4.78%

% of portfolio

0.13%

Previous 0.17%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$75.64 - $80.06 $28,591 - $30,262	-378 Reduced 0.38%	100,003 $7.81 Million
Q2 2025 Aug 13, 2025	BUY	$60.85 - $74.22 $215,226 - $262,516	3,537 Added 3.65%	100,381 $7.45 Million
Q1 2025 May 14, 2025	BUY	$68.3 - $79.81 $5.84 Million - $6.82 Million	85,482 Added 752.35%	96,844 $6.74 Million
Q4 2024 Feb 12, 2025	SELL	$74.81 - $83.27 $6,358 - $7,077	-85 Reduced 0.74%	11,362 $849,000
Q3 2024 Nov 12, 2024	SELL	$66.85 - $75.76 $122,201 - $138,489	-1,828 Reduced 13.77%	11,447 $867,000

Q2 2024 Jul 31, 2024	SELL	$67.9 - $72.35 $15,752 - $16,785	-232 Reduced 1.72%	13,275 $903,000
Q1 2024 Apr 24, 2024	BUY	$62.64 - $72.96 $8,017 - $9,338	128 Added 0.96%	13,507 $985,000
Q4 2023 Feb 05, 2024	BUY	$53.31 - $65.16 $9,435 - $11,533	177 Added 1.34%	13,379 $867,000
Q3 2023 Nov 07, 2023	BUY	$56.71 - $62.05 $7,712 - $8,438	136 Added 1.04%	13,202 $758,000
Q2 2023 Aug 11, 2023	BUY	$52.94 - $60.09 $691,714 - $785,135	13,066 New	13,066 $785,000

Others Institutions Holding FXR

# of Institutions

186

Shares Held

21.7M

Call Options Held

Put Options Held

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About FIRST TRUST INDUSTRIALS/PRODUC

Ticker FXR
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Summit Financial, LLC First Trust Industrials/Produc Transaction History