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 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
181+ 0.24% |
$12.3K - $13.1K
|
74.8K
$5.69M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
178+ 6.16% |
$12.1K - $12.9K
|
3.07K
$233K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
165New |
$11.2K - $11.9K
|
165
$12.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
141New |
$9.57K - $10.2K
|
141
$10.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
95New |
$6.45K - $6.87K
|
95
$7.23K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
88+ 11.14% |
$5.98K - $6.37K
|
878
$66.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
67+ 1.22% |
$4.55K - $4.85K
|
5.54K
$422K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
58New |
$3.94K - $4.2K
|
58
$4.41K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
56+ 0.05% |
$3.8K - $4.05K
|
117K
$8.92M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
51+ 1.55% |
$3.46K - $3.69K
|
3.34K
$254K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
46+ 2.68% |
$3.12K - $3.33K
|
1.76K
$134K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
7+ 0.22% |
$475 - $506
|
3.23K
$246K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5+ 0.11% |
$340 - $362
|
4.53K
$345K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2+ 0.48% |
$136 - $145
|
422
$32.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$136 - $145
|
5.04K
$383K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.35% |
$136 - $145
|
579
$44K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.27% |
$67.9 - $72.4
|
366
$27.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-20- 0.16% |
$1.36K - $1.45K
|
12.2K
$931K
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-36- 0.51% |
$2.44K - $2.6K
|
7.05K
$536K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-65- 1.06% |
$4.41K - $4.7K
|
6.07K
$462K
|
|
|
Aug 12, 2024
Q2 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-71- 0.41% |
$4.82K - $5.14K
|
17.3K
$1.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-72- 0.31% |
$4.89K - $5.21K
|
23.3K
$1.77M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-73- 1.4% |
$4.96K - $5.28K
|
5.16K
$392K
|
|
|
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-76- 0.91% |
$5.16K - $5.5K
|
8.25K
$627K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-96- 2.26% |
$6.52K - $6.95K
|
4.16K
$317K
|
|
|
Jul 25, 2024
Q2 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-109- 1.09% |
$7.4K - $7.89K
|
9.93K
$756K
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-147- 2.31% |
$9.98K - $10.6K
|
6.23K
$474K
|
|
|
Jul 12, 2024
Q2 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-164- 1.07% |
$11.1K - $11.9K
|
15.1K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-166- 3.09% |
$11.3K - $12K
|
5.2K
$396K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-174- 1.16% |
$11.8K - $12.6K
|
14.9K
$1.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-189Closed |
$12.8K - $13.7K
|
0
$0
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-190- 15.33% |
$12.9K - $13.7K
|
1.05K
$79.8K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-196- 45.37% |
$13.3K - $14.2K
|
236
$18K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-207- 4.88% |
$14.1K - $15K
|
4.03K
$307K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-211- 2.14% |
$14.3K - $15.3K
|
9.65K
$734K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-213- 5.9% |
$14.5K - $15.4K
|
3.4K
$258K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-232- 1.72% |
$15.8K - $16.8K
|
13.3K
$1.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-263- 0.76% |
$17.9K - $19K
|
34.4K
$2.61M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-340- 20.54% |
$23.1K - $24.6K
|
1.32K
$100K
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-350- 4.11% |
$23.8K - $25.3K
|
8.17K
$621K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-389- 8.79% |
$26.4K - $28.1K
|
4.04K
$307K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-417- 8.0% |
$28.3K - $30.2K
|
4.79K
$365K
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-435- 2.29% |
$29.5K - $31.5K
|
18.6K
$1.41M
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-448- 12.83% |
$30.4K - $32.4K
|
3.05K
$232K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-496- 1.78% |
$33.7K - $35.9K
|
27.4K
$2.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-534- 8.7% |
$36.3K - $38.6K
|
5.6K
$426K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-556- 8.64% |
$37.8K - $40.2K
|
5.88K
$447K
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-606- 10.15% |
$41.1K - $43.8K
|
5.36K
$408K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-718- 8.96% |
$48.8K - $51.9K
|
7.3K
$555K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-880- 8.71% |
$59.8K - $63.7K
|
9.22K
$702K
|