Purchases and Sales Made in Q2 2024 in First Trust Industrials/Produc (FXR)
This table provides information about the institutional ownership of First Trust Industrials/Produc (FXR) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
127K+ 6.71% |
$8.59M - $9.16M
|
2.01M
$153M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
65.7K+ 5.07% |
$4.46M - $4.76M
|
1.36M
$104M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
44.3K+ 15.32% |
$3.01M - $3.2M
|
333K
$25.4M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.1KNew |
$1.77M - $1.89M
|
26.1K
$1.98M
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
16.8K+ 468.55% |
$1.14M - $1.21M
|
20.4K
$1.55M
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
16.3K+ 150.52% |
$1.11M - $1.18M
|
27.1K
$2.06M
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
15.9KNew |
$1.08M - $1.15M
|
15.9K
$1.21M
|
|
Jul 19, 2024
Q2 2024
|
Monument Capital Management
|
BUY
|
- |
15.8K+ 29.11% |
$1.07M - $1.14M
|
69.8K
$5.31M
|
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
13.5K+ 199.72% |
$918K - $978K
|
20.3K
$1.54M
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
12.7KNew |
$860K - $916K
|
12.7K
$963K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
12.6K+ 5.31% |
$854K - $910K
|
249K
$19M
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12.4K+ 1244900.0% |
$845K - $901K
|
12.5K
$947K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.67K+ 3.27% |
$589K - $627K
|
273K
$20.8M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.8K+ 20.91% |
$529K - $564K
|
45.1K
$3.43M
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
6.11KNew |
$415K - $442K
|
6.11K
$465K
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.44KNew |
$369K - $394K
|
5.44K
$414K
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
4.87K+ 2.09% |
$330K - $352K
|
238K
$18.1M
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
4.82KNew |
$327K - $348K
|
4.82K
$366K
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
3.39KNew |
$230K - $245K
|
3.39K
$258K
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
3.21K+ 2.02% |
$218K - $232K
|
162K
$12.3M
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
BUY
|
- |
2.83K+ 30.41% |
$192K - $205K
|
12.1K
$923K
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.53K+ 2.79% |
$172K - $183K
|
93K
$7.08M
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.94K+ 2.41% |
$131K - $140K
|
82.2K
$6.25M
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.71K+ 1.99% |
$116K - $124K
|
87.6K
$6.67M
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.62K+ 5.0% |
$110K - $117K
|
34K
$2.59M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.6K+ 4.73% |
$109K - $116K
|
35.5K
$2.7M
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.46K+ 1.64% |
$98.8K - $105K
|
90.1K
$6.85M
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.44K+ 7.8% |
$97.4K - $104K
|
19.8K
$1.51M
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.14K+ 3.68% |
$77.5K - $82.6K
|
32.2K
$2.45M
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.11K+ 19.75% |
$75.6K - $80.6K
|
6.75K
$514K
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
854+ 11.31% |
$58K - $61.8K
|
8.4K
$639K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
763+ 2.92% |
$51.8K - $55.2K
|
26.9K
$2.05M
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
655+ 11.33% |
$44.5K - $47.4K
|
6.44K
$490K
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
563+ 3.03% |
$38.2K - $40.7K
|
19.1K
$1.46M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
557+ 18.7% |
$37.8K - $40.3K
|
3.54K
$269K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
550+ 47.21% |
$37.3K - $39.8K
|
1.72K
$130K
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
526+ 0.21% |
$35.7K - $38.1K
|
249K
$18.9M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
498+ 100.0% |
$33.8K - $36K
|
996
$75.8K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
385+ 418.48% |
$26.1K - $27.9K
|
477
$36.3K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
377New |
$25.6K - $27.3K
|
377
$28.7K
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
372+ 1.44% |
$25.3K - $26.9K
|
26.2K
$2M
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
337+ 3.5% |
$22.9K - $24.4K
|
9.96K
$758K
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
330New |
$22.4K - $23.9K
|
330
$25.1K
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
295+ 2.55% |
$20K - $21.3K
|
11.9K
$902K
|
|
Jul 31, 2024
Q2 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
288+ 6.75% |
$19.6K - $20.8K
|
4.56K
$347K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
276+ 0.16% |
$18.7K - $20K
|
168K
$12.8M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
242+ 10.61% |
$16.4K - $17.5K
|
2.52K
$192K
|
|
Jul 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
235+ 0.66% |
$16K - $17K
|
36K
$2.74M
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
210New |
$14.3K - $15.2K
|
210
$16K
|
|
Jul 23, 2024
Q2 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
187+ 0.96% |
$12.7K - $13.5K
|
19.6K
$1.49M
|