Purchases and Sales Made in Q1 2023 in First Trust Industrials/Produc (FXR)
This table provides information about the institutional ownership of First Trust Industrials/Produc (FXR) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TRUST INDUSTRIALS/PRODUC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.65KNew |
$188K - $213K
|
3.65K
$285K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.64K+ 17.38% |
$188K - $213K
|
24.6K
$1.92M
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.63KNew |
$187K - $212K
|
3.63K
$284K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.49K+ 22.16% |
$180K - $204K
|
19.2K
$1.5M
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.38K+ 249.96% |
$175K - $198K
|
4.74K
$370K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
2.83K+ 2694.29% |
$146K - $166K
|
2.93K
$229K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.75K+ 53.3% |
$142K - $161K
|
7.9K
$618K
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
2.61K+ 11.49% |
$135K - $153K
|
25.3K
$1.98M
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.59K+ 47.25% |
$134K - $152K
|
8.06K
$630K
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
2.31K+ 50.22% |
$119K - $135K
|
6.91K
$541K
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.83K+ 8.19% |
$94.4K - $107K
|
24.2K
$1.89M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.69K+ 4.55% |
$87.2K - $98.9K
|
38.8K
$3.03M
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.4K+ 27.99% |
$72.1K - $81.8K
|
6.38K
$499K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.2KNew |
$62K - $70.3K
|
1.2K
$93.9K
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.12K+ 28.98% |
$57.7K - $65.4K
|
4.97K
$389K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.11K+ 23.8% |
$57.2K - $64.9K
|
5.76K
$451K
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
987+ 76.1% |
$51K - $57.8K
|
2.28K
$179K
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
937+ 12.42% |
$48.4K - $54.9K
|
8.48K
$663K
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
909+ 11.33% |
$47K - $53.2K
|
8.93K
$698K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
884+ 12.11% |
$45.7K - $51.8K
|
8.19K
$640K
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
798+ 160.24% |
$41.2K - $46.7K
|
1.3K
$101K
|
|
Apr 17, 2023
Q1 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
674+ 2.34% |
$34.8K - $39.5K
|
29.5K
$2.31M
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
530New |
$27.4K - $31K
|
530
$41.4K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
486New |
$25.1K - $28.5K
|
486
$38K
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
410+ 41.41% |
$21.2K - $24K
|
1.4K
$109K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
338+ 1.54% |
$17.5K - $19.8K
|
22.3K
$1.74M
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
BUY
|
- |
325+ 2.55% |
$16.8K - $19K
|
13.1K
$1.02M
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
283+ 2.94% |
$14.6K - $16.6K
|
9.91K
$775K
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
212New |
$11K - $12.4K
|
212
$16.6K
|
|
Apr 24, 2023
Q1 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
111+ 0.58% |
$5.73K - $6.5K
|
19.3K
$1.51M
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
100New |
$5.17K - $5.86K
|
100
$7.82K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
78New |
$4.03K - $4.57K
|
78
$6.1K
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
75New |
$3.87K - $4.39K
|
75
$5.86K
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
69+ 0.48% |
$3.56K - $4.04K
|
14.4K
$1.12M
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
65New |
$3.36K - $3.81K
|
65
$5.08K
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
56New |
$2.89K - $3.28K
|
56
$4.38K
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
52+ 0.03% |
$2.69K - $3.05K
|
168K
$13.2M
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
15+ 0.14% |
$775 - $879
|
10.8K
$846K
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
14+ 0.09% |
$723 - $820
|
14.9K
$1.16M
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
11+ 0.21% |
$568 - $644
|
5.17K
$404K
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
3+ 0.12% |
$155 - $176
|
2.51K
$196K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 0.15% |
$103 - $117
|
1.37K
$107K
|
|
Apr 20, 2023
Q1 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$51.7 - $58.6
|
15.2K
$1.19M
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$51.7 - $58.6
|
1
$78.2
|
|
May 01, 2023
Q1 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
1+ 0.02% |
$51.7 - $58.6
|
4.01K
$314K
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.22% |
$51.7 - $58.6
|
458
$35.8K
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 1.12% |
$51.7 - $58.6
|
90
$7.04K
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.17% |
$51.7 - $58.6
|
573
$44.8K
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-31- 4.8% |
$1.6K - $1.82K
|
615
$48.1K
|