Purchases and Sales Made in Q2 2023 in First Trust Industrials/Produc (FXR)
This table provides information about the institutional ownership of First Trust Industrials/Produc (FXR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
5+ 0.08% |
$265 - $300
|
6.57K
$500K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$106 - $120
|
5.05K
$384K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.17% |
$52.9 - $60.1
|
574
$43.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.22% |
$52.9 - $60.1
|
459
$34.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.21% |
$52.9 - $60.1
|
487
$37K
|
|
|
Aug 14, 2023
Q2 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
1+ 0.02% |
$52.9 - $60.1
|
4.01K
$305K
|
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.01% |
$52.9 - $60.1
|
13.8K
$1.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-16- 0.06% |
$847 - $961
|
27.3K
$2.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-17- 0.2% |
$900 - $1.02K
|
8.65K
$658K
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-25- 27.78% |
$1.32K - $1.5K
|
65
$4.94K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-29- 0.62% |
$1.54K - $1.74K
|
4.66K
$354K
|
|
|
Jul 26, 2023
Q2 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-50- 0.25% |
$2.65K - $3K
|
19.6K
$1.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-70- 0.57% |
$3.71K - $4.21K
|
12.1K
$921K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-72- 1.86% |
$3.81K - $4.33K
|
3.79K
$288K
|
|
|
Aug 03, 2023
Q2 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-76- 0.26% |
$4.02K - $4.57K
|
29.5K
$2.24M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-80- 1.95% |
$4.24K - $4.81K
|
4.03K
$307K
|
|
|
Jul 07, 2023
Q2 2023
|
First Community Trust Na
|
SELL
|
- |
-84- 62.69% |
$4.45K - $5.05K
|
50
$3.8K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-100- 1.12% |
$5.29K - $6.01K
|
8.83K
$672K
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-100- 1.15% |
$5.29K - $6.01K
|
8.62K
$656K
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
SELL
|
- |
-130- 1.4% |
$6.88K - $7.81K
|
9.14K
$695K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-150- 36.41% |
$7.94K - $9.01K
|
262
$19.9K
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-158- 1.24% |
$8.36K - $9.49K
|
12.6K
$956K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-180- 23.11% |
$9.53K - $10.8K
|
599
$45.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-217- 15.86% |
$11.5K - $13K
|
1.15K
$87.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-321- 1.8% |
$17K - $19.3K
|
17.5K
$1.33M
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-330- 6.38% |
$17.5K - $19.8K
|
4.84K
$368K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-331- 2.71% |
$17.5K - $19.9K
|
11.9K
$902K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-349- 6.6% |
$18.5K - $21K
|
4.94K
$375K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-350- 2.76% |
$18.5K - $21K
|
12.3K
$938K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-375- 1.68% |
$19.9K - $22.5K
|
21.9K
$1.67M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-414- 3.52% |
$21.9K - $24.9K
|
11.4K
$864K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-484- 6.13% |
$25.6K - $29.1K
|
7.42K
$564K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-484- 6.13% |
$25.6K - $29.1K
|
7.42K
$564K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-530Closed |
$28.1K - $31.8K
|
0
$0
|
|
|
Aug 09, 2023
Q2 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-583- 8.95% |
$30.9K - $35K
|
5.93K
$451K
|
|
|
Aug 10, 2023
Q2 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-678- 0.96% |
$35.9K - $40.7K
|
69.8K
$5.31M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-691- 1.24% |
$36.6K - $41.5K
|
54.9K
$4.18M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-742- 16.75% |
$39.3K - $44.6K
|
3.69K
$280K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-759- 0.35% |
$40.2K - $45.6K
|
215K
$16.4M
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-766- 9.78% |
$40.6K - $46K
|
7.07K
$538K
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-807- 11.67% |
$42.7K - $48.5K
|
6.11K
$464K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-878- 31.63% |
$46.5K - $52.8K
|
1.9K
$144K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-899- 24.79% |
$47.6K - $54K
|
2.73K
$208K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-931- 11.37% |
$49.3K - $55.9K
|
7.25K
$552K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-935- 95.12% |
$49.5K - $56.2K
|
48
$3.65K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-989- 14.8% |
$52.4K - $59.4K
|
5.69K
$433K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.01K- 15.88% |
$53.7K - $60.9K
|
5.37K
$408K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.26K- 49.34% |
$66.8K - $75.8K
|
1.3K
$98.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.35K- 45.91% |
$71.3K - $80.9K
|
1.59K
$121K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.36K- 8.63% |
$72.2K - $82K
|
14.4K
$1.1M
|