Purchases and Sales Made in Q2 2022 in First Trust Industrials/Produc (FXR)
This table provides information about the institutional ownership of First Trust Industrials/Produc (FXR) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
248New |
$11.7K - $14K
|
248
$20.4K
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
241+ 89.93% |
$11.4K - $13.6K
|
509
$41.8K
|
|
Jul 13, 2022
Q2 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
219+ 0.23% |
$10.4K - $12.3K
|
95.1K
$7.81M
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
189+ 3.9% |
$8.94K - $10.6K
|
5.04K
$414K
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
BUY
|
- |
172+ 2.79% |
$8.14K - $9.69K
|
6.34K
$521K
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
135New |
$6.39K - $7.6K
|
135
$11.1K
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
125+ 11.22% |
$5.91K - $7.04K
|
1.24K
$102K
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
98+ 2.38% |
$4.64K - $5.52K
|
4.21K
$346K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
95New |
$4.49K - $5.35K
|
95
$7.8K
|
|
Jun 28, 2024
Q2 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
65New |
$3.07K - $3.66K
|
65
$5.34K
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
60+ 1.3% |
$2.84K - $3.38K
|
4.69K
$385K
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
60New |
$2.84K - $3.38K
|
60
$4.93K
|
|
Aug 03, 2022
Q2 2022
|
Spc Financial, Inc.
|
BUY
|
- |
20+ 0.14% |
$946 - $1.13K
|
14.7K
$1.21M
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
16+ 0.21% |
$757 - $901
|
7.77K
$638K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
10+ 1.56% |
$473 - $563
|
649
$53.3K
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
10+ 0.24% |
$473 - $563
|
4.22K
$347K
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
4+ 0.16% |
$189 - $225
|
2.49K
$205K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3+ 0.06% |
$142 - $169
|
4.79K
$393K
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3+ 0.1% |
$142 - $169
|
2.91K
$239K
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.05% |
$94.6 - $113
|
3.9K
$320K
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.16% |
$94.6 - $113
|
1.28K
$105K
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.79% |
$47.3 - $56.3
|
128
$10.5K
|
|
Aug 01, 2022
Q2 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.38% |
$47.3 - $56.3
|
262
$21.5K
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.02% |
$47.3 - $56.3
|
6.25K
$514K
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.22% |
$47.3 - $56.3
|
455
$37.4K
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-9- 15.79% |
$426 - $507
|
48
$3.94K
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-17- 0.36% |
$804 - $957
|
4.67K
$383K
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-60Closed |
$2.84K - $3.38K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-60Closed |
$2.84K - $3.38K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-89- 0.38% |
$4.21K - $5.01K
|
23.4K
$1.93M
|
|
Jul 25, 2022
Q2 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-93- 0.64% |
$4.4K - $5.24K
|
14.4K
$1.18M
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-137Closed |
$6.48K - $7.72K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-148- 2.08% |
$7K - $8.34K
|
6.97K
$572K
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-152- 0.5% |
$7.19K - $8.56K
|
30.3K
$2.49M
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-205- 2.79% |
$9.7K - $11.5K
|
7.15K
$588K
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-256- 1.61% |
$12.1K - $14.4K
|
15.7K
$1.29M
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-285- 78.95% |
$13.5K - $16.1K
|
76
$6.24K
|
|
Aug 12, 2022
Q2 2022
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-325- 5.94% |
$15.4K - $18.3K
|
5.15K
$423K
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-330- 69.77% |
$15.6K - $18.6K
|
143
$11.7K
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-465Closed |
$22K - $26.2K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-481- 46.61% |
$22.8K - $27.1K
|
551
$45.3K
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-501- 83.36% |
$23.7K - $28.2K
|
100
$8.22K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-619- 2.37% |
$29.3K - $34.9K
|
25.5K
$2.1M
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-758- 37.49% |
$35.9K - $42.7K
|
1.26K
$104K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-817- 5.15% |
$38.6K - $46K
|
15K
$1.24M
|
|
Jul 20, 2022
Q2 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-825- 6.16% |
$39K - $46.5K
|
12.6K
$1.03M
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-903- 9.8% |
$42.7K - $50.9K
|
8.31K
$683K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-947- 6.6% |
$44.8K - $53.3K
|
13.4K
$1.1M
|
|
Jul 21, 2022
Q2 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-1.12K- 2.86% |
$52.8K - $62.9K
|
37.9K
$3.11M
|
|
Aug 08, 2022
Q2 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.27K- 9.71% |
$60.1K - $71.5K
|
11.8K
$970K
|