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 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-516- 15.35% |
$38.6K - $43K
|
2.85K
$200K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-554- 12.22% |
$41.4K - $46.1K
|
3.98K
$280K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-568- 2.63% |
$42.5K - $47.3K
|
21.1K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-570- 36.54% |
$42.6K - $47.5K
|
990
$69.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-600- 4.83% |
$44.9K - $50K
|
11.8K
$834K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-650- 10.05% |
$48.6K - $54.1K
|
5.82K
$410K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-656- 0.65% |
$49.1K - $54.6K
|
99.7K
$7.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-818- 2.36% |
$61.2K - $68.1K
|
33.8K
$2.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-838- 15.46% |
$62.7K - $69.8K
|
4.58K
$323K
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-982- 2.74% |
$73.5K - $81.8K
|
34.8K
$2.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-997- 0.24% |
$74.6K - $83K
|
411K
$29M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.21K- 40.75% |
$90.5K - $101K
|
1.76K
$124K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.26K- 0.67% |
$94.6K - $105K
|
188K
$13.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-1.46K- 22.16% |
$109K - $122K
|
5.14K
$362K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-1.54K- 5.95% |
$115K - $128K
|
24.3K
$1.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.58K- 4.36% |
$118K - $132K
|
34.7K
$2.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-1.64K- 4.55% |
$123K - $137K
|
34.4K
$2.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
SELL
|
- |
-1.65K- 2.45% |
$123K - $137K
|
65.5K
$4.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.82K- 87.83% |
$136K - $151K
|
252
$17.8K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.89K- 6.69% |
$142K - $158K
|
26.4K
$1.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.01K- 4.37% |
$150K - $167K
|
43.9K
$3.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-2.17K- 19.54% |
$162K - $180K
|
8.92K
$628K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2.2K- 6.47% |
$165K - $184K
|
31.9K
$2.25M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-2.41K- 0.84% |
$180K - $201K
|
283K
$19.9M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.69K- 26.04% |
$202K - $224K
|
7.65K
$539K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-2.84K- 4.74% |
$212K - $236K
|
57K
$4.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-3.68K- 12.84% |
$275K - $307K
|
25K
$1.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-3.89K- 13.72% |
$291K - $324K
|
24.5K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.39K- 2.41% |
$403K - $448K
|
218K
$15.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.57K- 94.21% |
$492K - $547K
|
404
$28.5K
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-6.8K- 2.12% |
$509K - $566K
|
313K
$22.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.87K- 13.33% |
$514K - $572K
|
44.7K
$3.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.05K- 46.33% |
$602K - $670K
|
9.32K
$657K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.43K- 9.7% |
$705K - $785K
|
87.7K
$6.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-12.2K- 6.29% |
$914K - $1.02M
|
182K
$12.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-14.5K- 9.13% |
$1.09M - $1.21M
|
145K
$10.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-16.9K- 39.22% |
$1.26M - $1.41M
|
26.2K
$1.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-24.5K- 8.03% |
$1.83M - $2.04M
|
281K
$19.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-32.2K- 91.97% |
$2.41M - $2.68M
|
2.81K
$198K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-257K- 2.37% |
$19.3M - $21.4M
|
10.6M
$747M
|