Latest Institutional Transactions on First Trust Industrials/Produc (FXR)
This table provides information on the latest institutional transactions involving First Trust Industrials/Produc (FXR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
84+ 1.32% |
$6.28K - $6.99K
|
6.45K
$514K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-105- 12.27% |
$7.86K - $8.74K
|
751
$59.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.99KNew |
$148K - $165K
|
1.99K
$158K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
442+ 5.59% |
$33.1K - $36.8K
|
8.35K
$665K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
847+ 24.49% |
$63.4K - $70.5K
|
4.31K
$343K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
261+ 1.36% |
$19.5K - $21.7K
|
19.4K
$1.55M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.96KNew |
$296K - $330K
|
3.96K
$316K
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
417+ 2.77% |
$31.2K - $34.7K
|
15.5K
$1.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.24% |
$74.8 - $83.3
|
423
$33.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-1.64K- 4.55% |
$123K - $137K
|
34.4K
$2.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
131New |
$9.8K - $10.9K
|
131
$10.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.04K+ 4.91% |
$77.5K - $86.3K
|
22.1K
$1.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
111New |
$8.3K - $9.24K
|
111
$8.84K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
14.7K+ 6.16% |
$1.1M - $1.23M
|
254K
$20.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.72KNew |
$203K - $226K
|
2.72K
$216K
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
2+ 0.04% |
$150 - $167
|
4.56K
$363K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-3.89K- 13.72% |
$291K - $324K
|
24.5K
$1.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-222- 13.21% |
$16.6K - $18.5K
|
1.46K
$116K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-374- 3.9% |
$28K - $31.1K
|
9.22K
$734K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$150 - $167
|
5.03K
$401K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
601+ 3.08% |
$45K - $50K
|
20.1K
$1.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
516+ 3.02% |
$38.6K - $43K
|
17.6K
$1.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-14.5K- 9.13% |
$1.09M - $1.21M
|
145K
$11.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-242- 1.59% |
$18.1K - $20.2K
|
15K
$1.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
3.97K+ 22.29% |
$297K - $331K
|
21.8K
$1.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
6+ 0.1% |
$449 - $500
|
6.24K
$497K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-554- 12.22% |
$41.4K - $46.1K
|
3.98K
$317K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-1- 4.55% |
$74.8 - $83.3
|
21
$1.67K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-600- 4.83% |
$44.9K - $50K
|
11.8K
$942K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1+ 0.01% |
$74.8 - $83.3
|
11.6K
$925K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-117- 2.26% |
$8.75K - $9.74K
|
5.06K
$403K
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
3.07K+ 26.11% |
$230K - $256K
|
14.8K
$1.18M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.01KNew |
$300K - $334K
|
4.01K
$319K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-357- 53.77% |
$26.7K - $29.7K
|
307
$24.4K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.21K+ 68.69% |
$80.8K - $91.6K
|
2.97K
$236K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.32K- 18.31% |
$155K - $176K
|
10.3K
$824K
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-130- 3.83% |
$8.69K - $9.85K
|
3.26K
$260K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-55- 20.52% |
$3.68K - $4.17K
|
213
$17K
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-5.17K- 5.56% |
$346K - $392K
|
87.8K
$7M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-121- 2.18% |
$8.09K - $9.17K
|
5.42K
$432K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-15.6K- 11.81% |
$1.04M - $1.18M
|
116K
$9.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.48K- 43.98% |
$366K - $415K
|
6.97K
$555K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.43K- 24.29% |
$95.5K - $108K
|
4.45K
$355K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
122+ 0.04% |
$8.16K - $9.24K
|
274K
$21.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-42- 1.01% |
$2.81K - $3.18K
|
4.12K
$328K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
31KNew |
$2.07M - $2.34M
|
31K
$2.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
230+ 0.67% |
$15.4K - $17.4K
|
34.6K
$2.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-69K- 14.33% |
$4.61M - $5.23M
|
412K
$32.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-39.8K- 45.46% |
$2.66M - $3.02M
|
47.8K
$3.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-50- 1.05% |
$3.34K - $3.79K
|
4.7K
$374K
|
|