Purchases and Sales Made in Q2 2025 in First Trust Industrials/Produc (FXR)
This table provides information about the institutional ownership of First Trust Industrials/Produc (FXR) during Q2 2025. 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 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
207+ 2.2% |
$12.6K - $15.4K
|
9.63K
$754K
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
139+ 92.67% |
$8.46K - $10.3K
|
289
$22.6K
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
133+ 15.3% |
$8.09K - $9.87K
|
1K
$78.5K
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
126+ 34.43% |
$7.67K - $9.35K
|
492
$38.5K
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
110+ 0.73% |
$6.69K - $8.16K
|
15.1K
$1.18M
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
100+ 1.27% |
$6.09K - $7.42K
|
7.96K
$623K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
21New |
$1.28K - $1.56K
|
21
$1.64K
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
16+ 0.41% |
$974 - $1.19K
|
3.89K
$304K
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11+ 0.12% |
$669 - $816
|
9.39K
$735K
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
4+ 0.09% |
$243 - $297
|
4.68K
$367K
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$122 - $148
|
5.04K
$394K
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2+ 0.04% |
$122 - $148
|
4.55K
$357K
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.17% |
$60.9 - $74.2
|
583
$45.7K
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.24% |
$60.9 - $74.2
|
425
$33.3K
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
1+ 0.02% |
$60.9 - $74.2
|
4.32K
$338K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-36- 49.32% |
$2.19K - $2.67K
|
37
$2.9K
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-48- 0.87% |
$2.92K - $3.56K
|
5.44K
$426K
|
|
Aug 11, 2025
Q2 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-100- 2.44% |
$6.09K - $7.42K
|
4K
$313K
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-100- 2.5% |
$6.09K - $7.42K
|
3.9K
$305K
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-100- 50.0% |
$6.09K - $7.42K
|
100
$7.83K
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-120- 1.73% |
$7.3K - $8.91K
|
6.82K
$534K
|
|
Aug 11, 2025
Q2 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-125- 0.58% |
$7.61K - $9.28K
|
21.4K
$1.67M
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-134- 0.52% |
$8.15K - $9.95K
|
25.4K
$1.99M
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-164- 2.91% |
$9.98K - $12.2K
|
5.47K
$428K
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-228- 0.66% |
$13.9K - $16.9K
|
34.3K
$2.69M
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-270- 0.49% |
$16.4K - $20K
|
54.9K
$4.3M
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-271- 0.72% |
$16.5K - $20.1K
|
37.3K
$2.92M
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-280- 6.63% |
$17K - $20.8K
|
3.94K
$309K
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-300- 10.17% |
$18.3K - $22.3K
|
2.65K
$208K
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-365- 1.08% |
$22.2K - $27.1K
|
33.3K
$2.61M
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-379- 2.35% |
$23.1K - $28.1K
|
15.7K
$1.23M
|
|
Aug 05, 2025
Q2 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-427- 2.82% |
$26K - $31.7K
|
14.7K
$1.15M
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-433- 10.27% |
$26.3K - $32.1K
|
3.78K
$296K
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-449- 54.29% |
$27.3K - $33.3K
|
378
$29.6K
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
SELL
|
- |
-451- 0.16% |
$27.4K - $33.5K
|
277K
$21.7M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-462- 5.84% |
$28.1K - $34.3K
|
7.46K
$584K
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-491- 2.54% |
$29.9K - $36.4K
|
18.8K
$1.48M
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-514- 14.5% |
$31.3K - $38.1K
|
3.03K
$237K
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-524- 11.6% |
$31.9K - $38.9K
|
3.99K
$313K
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-550- 61.59% |
$33.5K - $40.8K
|
343
$26.9K
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-621- 12.7% |
$37.8K - $46.1K
|
4.27K
$334K
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-637- 2.48% |
$38.8K - $47.3K
|
25.1K
$1.97M
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-671- 0.26% |
$40.8K - $49.8K
|
258K
$20.2M
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-739- 3.17% |
$45K - $54.8K
|
22.5K
$1.77M
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-807- 4.13% |
$49.1K - $59.9K
|
18.7K
$1.47M
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-849- 8.22% |
$51.7K - $63K
|
9.47K
$742K
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-860- 38.51% |
$52.3K - $63.8K
|
1.37K
$108K
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-887- 14.19% |
$54K - $65.8K
|
5.36K
$420K
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-890- 12.04% |
$54.2K - $66.1K
|
6.5K
$509K
|