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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
516+ 3.02% |
$38.6K - $43K
|
17.6K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
473New |
$35.4K - $39.4K
|
473
$33.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
442+ 5.59% |
$33.1K - $36.8K
|
8.35K
$588K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
421+ 0.88% |
$31.5K - $35.1K
|
48.2K
$3.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
417+ 2.77% |
$31.2K - $34.7K
|
15.5K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
400+ 8.51% |
$29.9K - $33.3K
|
5.1K
$359K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
294New |
$22K - $24.5K
|
294
$20.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
261+ 1.36% |
$19.5K - $21.7K
|
19.4K
$1.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
184+ 6.95% |
$13.8K - $15.3K
|
2.83K
$200K
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
181+ 0.21% |
$13.5K - $15.1K
|
88K
$6.2M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
170New |
$12.7K - $14.2K
|
170
$12K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
160+ 333.33% |
$12K - $13.3K
|
208
$14.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
154+ 2.72% |
$11.5K - $12.8K
|
5.82K
$410K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
131New |
$9.8K - $10.9K
|
131
$9.23K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
111New |
$8.3K - $9.24K
|
111
$7.82K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
104New |
$7.78K - $8.66K
|
104
$7.33K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
84+ 1.32% |
$6.28K - $6.99K
|
6.45K
$455K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
42+ 0.99% |
$3.14K - $3.5K
|
4.27K
$301K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
26+ 0.87% |
$1.95K - $2.17K
|
3.02K
$213K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16+ 0.17% |
$1.2K - $1.33K
|
9.26K
$653K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
8+ 0.04% |
$598 - $666
|
20K
$1.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
6+ 0.1% |
$449 - $500
|
6.24K
$440K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
2+ 0.07% |
$150 - $167
|
2.7K
$191K
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
2+ 0.04% |
$150 - $167
|
4.56K
$321K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.05% |
$150 - $167
|
4.04K
$285K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$150 - $167
|
5.03K
$355K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.53% |
$74.8 - $83.3
|
190
$13.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.24% |
$74.8 - $83.3
|
423
$29.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1+ 0.01% |
$74.8 - $83.3
|
11.6K
$818K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.17% |
$74.8 - $83.3
|
581
$40.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-1- 4.55% |
$74.8 - $83.3
|
21
$1.48K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-5- 6.41% |
$374 - $416
|
73
$5.14K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-13- 0.24% |
$973 - $1.08K
|
5.33K
$376K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-41- 52.56% |
$3.07K - $3.41K
|
37
$2.61K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-78Closed |
$5.84K - $6.5K
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-85- 0.74% |
$6.36K - $7.08K
|
11.4K
$801K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-85- 2.06% |
$6.36K - $7.08K
|
4.03K
$284K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-87- 2.37% |
$6.51K - $7.24K
|
3.59K
$253K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-105- 12.27% |
$7.86K - $8.74K
|
751
$52.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-117- 2.26% |
$8.75K - $9.74K
|
5.06K
$356K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-135- 4.32% |
$10.1K - $11.2K
|
2.99K
$211K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-197- 0.35% |
$14.7K - $16.4K
|
55.3K
$3.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-222- 13.21% |
$16.6K - $18.5K
|
1.46K
$103K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-242- 1.59% |
$18.1K - $20.2K
|
15K
$1.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-281- 0.4% |
$21K - $23.4K
|
70.6K
$4.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-309- 26.23% |
$23.1K - $25.7K
|
869
$61.2K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-357- 53.77% |
$26.7K - $29.7K
|
307
$21.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-374- 3.9% |
$28K - $31.1K
|
9.22K
$650K
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-392- 1.66% |
$29.3K - $32.6K
|
23.3K
$1.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-481- 7.2% |
$36K - $40.1K
|
6.2K
$436K
|