Purchases and Sales Made in Q1 2024 in First Trust Industrials/Produc (FXR)
This table provides information about the institutional ownership of First Trust Industrials/Produc (FXR) during Q1 2024. 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 |
---|---|---|---|---|---|---|---|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-490- 15.46% |
$30.7K - $35.8K
|
2.68K
$212K
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-511- 14.65% |
$32K - $37.3K
|
2.98K
$236K
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-521- 86.98% |
$32.6K - $38K
|
78
$6.18K
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-521- 86.98% |
$32.6K - $38K
|
78
$6.18K
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-553- 2.82% |
$34.6K - $40.3K
|
19K
$1.51M
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-573- 8.25% |
$35.9K - $41.8K
|
6.38K
$505K
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-596- 2.2% |
$37.3K - $43.5K
|
26.5K
$2.1M
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-651- 12.82% |
$40.8K - $47.5K
|
4.43K
$351K
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-696- 10.18% |
$43.6K - $50.8K
|
6.14K
$487K
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-709- 2.42% |
$44.4K - $51.7K
|
28.5K
$2.26M
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-798- 61.57% |
$50K - $58.2K
|
498
$39.5K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-868- 16.94% |
$54.4K - $63.3K
|
4.26K
$337K
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-964- 8.76% |
$60.4K - $70.3K
|
10K
$796K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.12K- 15.0% |
$69.8K - $81.4K
|
6.32K
$501K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.12K- 15.43% |
$70.2K - $81.7K
|
6.14K
$487K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.2K- 4.12% |
$75.1K - $87.5K
|
27.9K
$2.21M
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.35K- 32.28% |
$84.4K - $98.4K
|
2.83K
$224K
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.46K- 2.73% |
$91.3K - $106K
|
52K
$4.12M
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-1.83K- 24.53% |
$115K - $134K
|
5.64K
$447K
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-2.18K- 25.5% |
$137K - $159K
|
6.37K
$505K
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-2.4K- 42.11% |
$150K - $175K
|
3.3K
$262K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-3.05K- 64.8% |
$191K - $222K
|
1.66K
$131K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.18K- 42.83% |
$199K - $232K
|
4.24K
$336K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.43K- 5.33% |
$215K - $250K
|
60.9K
$4.83M
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.19K- 11.29% |
$262K - $305K
|
32.9K
$2.61M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.2K- 61.27% |
$326K - $379K
|
3.29K
$261K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.81K- 1.97% |
$364K - $424K
|
289K
$22.9M
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.35K- 29.64% |
$398K - $463K
|
15.1K
$1.19M
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-6.71K- 10.39% |
$420K - $489K
|
57.8K
$4.59M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.71K- 8.25% |
$420K - $490K
|
74.6K
$5.92M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-6.71K- 4.06% |
$421K - $490K
|
159K
$12.6M
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.38K- 60.07% |
$463K - $539K
|
4.91K
$389K
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-7.8K- 7.93% |
$488K - $569K
|
90.5K
$7.17M
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-8.53K- 4.03% |
$534K - $622K
|
203K
$16.1M
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-11.1K- 23.35% |
$692K - $806K
|
36.3K
$2.88M
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-12.5K- 99.99% |
$783K - $912K
|
1
$79.3
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13.3K- 53.14% |
$831K - $968K
|
11.7K
$927K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-19.9K- 11.59% |
$1.25M - $1.45M
|
152K
$12.1M
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-22K- 31.2% |
$1.38M - $1.61M
|
48.5K
$3.85M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-29.3K- 84.53% |
$1.84M - $2.14M
|
5.37K
$426K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-35.1K- 1.83% |
$2.2M - $2.56M
|
1.89M
$150M
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-35.2K- 31.23% |
$2.21M - $2.57M
|
77.6K
$6.15M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-36.9K- 62.12% |
$2.31M - $2.69M
|
22.5K
$1.78M
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-39.7K- 50.69% |
$2.49M - $2.9M
|
38.6K
$3.06M
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-41K- 27.16% |
$2.57M - $2.99M
|
110K
$8.72M
|