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 |
---|---|---|---|---|---|---|---|
Aug 07, 2023
Q2 2023
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-1.43K- 1.99% |
$75.5K - $85.7K
|
70.4K
$5.36M
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.47K- 0.87% |
$77.7K - $88.2K
|
166K
$12.7M
|
|
Jul 13, 2023
Q2 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-1.52K- 10.04% |
$80.7K - $91.6K
|
13.6K
$1.04M
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-1.57K- 10.9% |
$82.9K - $94K
|
12.8K
$973K
|
|
Jul 13, 2023
Q2 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-1.63K- 2.24% |
$86.3K - $97.9K
|
71K
$5.4M
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.72K- 22.37% |
$91.1K - $103K
|
5.97K
$454K
|
|
Jul 21, 2023
Q2 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.89K- 2.11% |
$100K - $113K
|
87.5K
$6.66M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.99K- 5.86% |
$105K - $120K
|
32K
$2.43M
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-2.03K- 5.36% |
$108K - $122K
|
35.9K
$2.73M
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.11K- 44.46% |
$111K - $126K
|
2.63K
$200K
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-2.16K- 39.83% |
$114K - $129K
|
3.26K
$248K
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-2.99K- 2.47% |
$158K - $179K
|
118K
$8.97M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.45K- 8.88% |
$182K - $207K
|
35.4K
$2.69M
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.93K- 1.66% |
$208K - $236K
|
232K
$17.7M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.05K- 1.76% |
$267K - $303K
|
282K
$21.4M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.22K- 21.22% |
$276K - $313K
|
19.4K
$1.47M
|
|
Jul 07, 2023
Q2 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-5.35K- 39.85% |
$283K - $321K
|
8.07K
$614K
|
|
Aug 03, 2023
Q2 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-5.88K- 23.25% |
$311K - $353K
|
19.4K
$1.48M
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-7.05K- 59.26% |
$373K - $423K
|
4.84K
$368K
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-8.25K- 39.13% |
$437K - $496K
|
12.8K
$976K
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.66K- 6.01% |
$511K - $580K
|
151K
$11.5M
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-10.4K- 10.16% |
$550K - $625K
|
91.9K
$6.99M
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-10.9K- 54.2% |
$580K - $658K
|
9.25K
$704K
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11.8K- 27.22% |
$627K - $712K
|
31.7K
$2.41M
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-13.1K- 55.31% |
$691K - $784K
|
10.5K
$802K
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-15.2K- 8.33% |
$803K - $912K
|
167K
$12.7M
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-17.2K- 78.56% |
$911K - $1.03M
|
4.7K
$357K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-21.4K- 58.42% |
$1.13M - $1.29M
|
15.2K
$1.16M
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-24.2K- 57.85% |
$1.28M - $1.46M
|
17.7K
$1.34M
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-26.6K- 68.17% |
$1.41M - $1.6M
|
12.4K
$946K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27K- 23.22% |
$1.43M - $1.62M
|
89.2K
$6.78M
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-28.4K- 31.94% |
$1.51M - $1.71M
|
60.6K
$4.61M
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-41.9K- 89.97% |
$2.22M - $2.52M
|
4.67K
$355K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-51.3K- 21.7% |
$2.72M - $3.08M
|
185K
$14.1M
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-56.3K- 97.05% |
$2.98M - $3.38M
|
1.71K
$130K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-64.5K- 33.54% |
$3.41M - $3.87M
|
128K
$9.72M
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-66.9K- 16.01% |
$3.54M - $4.02M
|
351K
$26.7M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-87.1K- 13.0% |
$4.61M - $5.23M
|
583K
$44.3M
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-95.7K- 56.54% |
$5.06M - $5.75M
|
73.5K
$5.59M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-96.7K- 4.88% |
$5.12M - $5.81M
|
1.88M
$143M
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-97.3K- 0.8% |
$5.15M - $5.85M
|
12M
$915M
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-190K- 8.98% |
$10M - $11.4M
|
1.92M
$146M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-256K- 17.81% |
$13.6M - $15.4M
|
1.18M
$90M
|