Purchases and Sales Made in Q4 2024 in First Trust Industrials/Produc (FXR)
This table provides information about the institutional ownership of First Trust Industrials/Produc (FXR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
698KNew |
$52.2M - $58.1M
|
698K
$49.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
96.3KNew |
$7.21M - $8.02M
|
96.3K
$6.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
95.9K+ 14.43% |
$7.17M - $7.99M
|
760K
$53.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
81.6KNew |
$6.1M - $6.79M
|
81.6K
$5.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
74.6KNew |
$5.58M - $6.21M
|
74.6K
$5.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
46.7K+ 2.33% |
$3.5M - $3.89M
|
2.05M
$145M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
32.1K+ 381.96% |
$2.4M - $2.67M
|
40.5K
$2.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
19.9K+ 1.5% |
$1.49M - $1.66M
|
1.34M
$94.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.2K+ 1.02% |
$1.36M - $1.52M
|
1.81M
$128M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.6K+ 6.05% |
$1.24M - $1.38M
|
290K
$20.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
15.2K+ 6.09% |
$1.14M - $1.26M
|
264K
$18.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
14.7K+ 6.16% |
$1.1M - $1.23M
|
254K
$17.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.4K+ 36.2% |
$1.08M - $1.2M
|
54.3K
$3.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.1K+ 10.38% |
$904K - $1.01M
|
129K
$9.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
12K+ 16.89% |
$896K - $997K
|
82.9K
$5.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
11.5KNew |
$860K - $958K
|
11.5K
$810K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
8.98KNew |
$672K - $748K
|
8.98K
$633K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
8.59K+ 5.24% |
$643K - $716K
|
172K
$12.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
6.38K+ 164.4% |
$477K - $531K
|
10.3K
$723K
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
5.18K+ 14.33% |
$387K - $431K
|
41.3K
$2.91M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
4.32KNew |
$323K - $360K
|
4.32K
$304K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.01KNew |
$300K - $334K
|
4.01K
$283K
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
4KNew |
$299K - $333K
|
4K
$282K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
3.97K+ 22.29% |
$297K - $331K
|
21.8K
$1.53M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.96KNew |
$296K - $330K
|
3.96K
$279K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.57KNew |
$267K - $297K
|
3.57K
$251K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.42KNew |
$256K - $285K
|
3.42K
$241K
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
3.36KNew |
$251K - $280K
|
3.36K
$237K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
3.09KNew |
$231K - $257K
|
3.09K
$218K
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
3.07K+ 26.11% |
$230K - $256K
|
14.8K
$1.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.72KNew |
$203K - $226K
|
2.72K
$191K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.28K+ 16.05% |
$170K - $190K
|
16.5K
$1.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.17K+ 47.85% |
$162K - $181K
|
6.7K
$472K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.99KNew |
$148K - $165K
|
1.99K
$140K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.84K+ 22.41% |
$138K - $153K
|
10K
$707K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.81K+ 6.2% |
$135K - $151K
|
31K
$2.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.8K+ 7.64% |
$135K - $150K
|
25.4K
$1.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.61KNew |
$120K - $134K
|
1.61K
$113K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.49K+ 4.21% |
$111K - $124K
|
36.8K
$2.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.31K+ 99.7% |
$98.1K - $109K
|
2.63K
$185K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.21K+ 511.44% |
$90.3K - $101K
|
1.44K
$102K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.04K+ 4.91% |
$77.5K - $86.3K
|
22.1K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1K+ 2.54% |
$75.1K - $83.6K
|
40.6K
$2.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
986New |
$73.8K - $82.1K
|
986
$69.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
847+ 24.49% |
$63.4K - $70.5K
|
4.31K
$303K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
827New |
$61.9K - $68.9K
|
827
$58.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
811+ 2.8% |
$60.7K - $67.5K
|
29.8K
$2.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
612+ 10.01% |
$45.8K - $51K
|
6.73K
$474K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
601+ 3.08% |
$45K - $50K
|
20.1K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
600+ 16.36% |
$44.9K - $50K
|
4.27K
$301K
|