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 |
---|---|---|---|---|---|---|---|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
304+ 7.06% |
$20.8K - $24.3K
|
4.61K
$311K
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
1.06K+ 5.99% |
$72.5K - $84.7K
|
18.8K
$1.26M
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
11.2KNew |
$765K - $894K
|
11.2K
$755K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.45K- 2.95% |
$167K - $195K
|
80.4K
$5.42M
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.16K+ 5.22% |
$78.9K - $92.2K
|
23.3K
$1.57M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
5.68K+ 3.29% |
$388K - $453K
|
178K
$12M
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.91K- 1.02% |
$131K - $153K
|
186K
$12.5M
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-108- 0.56% |
$7.38K - $8.62K
|
19.3K
$1.3M
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-472- 17.97% |
$32.2K - $37.7K
|
2.15K
$145K
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.02% |
$68.3 - $79.8
|
4.04K
$272K
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
SELL
|
- |
-1.06K- 1.62% |
$72.6K - $84.8K
|
64.4K
$4.34M
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-118- 50.0% |
$8.06K - $9.42K
|
118
$7.95K
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-397- 9.3% |
$27.1K - $31.7K
|
3.87K
$261K
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
16+ 0.4% |
$1.09K - $1.28K
|
4.03K
$271K
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-125- 0.23% |
$8.54K - $9.98K
|
55.2K
$3.72M
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-514- 13.05% |
$35.1K - $41K
|
3.43K
$231K
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
209+ 2.27% |
$14.3K - $16.7K
|
9.43K
$635K
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
1+ 0.02% |
$68.3 - $79.8
|
4.32K
$291K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-10.1K- 14.34% |
$692K - $808K
|
60.5K
$4.08M
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-306- 0.88% |
$20.9K - $24.4K
|
34.5K
$2.33M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.03K- 7.46% |
$207K - $242K
|
37.6K
$2.53M
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
18.1K+ 7.14% |
$1.24M - $1.45M
|
272K
$18.3M
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-315- 2.04% |
$21.5K - $25.1K
|
15.1K
$1.02M
|
|
Apr 21, 2025
Q1 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
13.6K+ 16.73% |
$932K - $1.09M
|
95.2K
$6.41M
|
|
Apr 21, 2025
Q1 2025
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2.42K+ 0.77% |
$165K - $193K
|
316K
$21.3M
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
42.5KNew |
$2.9M - $3.39M
|
42.5K
$2.86M
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$137 - $160
|
5.03K
$339K
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.19K+ 4.87% |
$81.5K - $95.2K
|
25.7K
$1.73M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.37K- 1.64% |
$162K - $189K
|
142K
$9.58M
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.24% |
$68.3 - $79.8
|
424
$28.6K
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-3- 0.02% |
$205 - $239
|
15K
$1.01M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-468- 5.58% |
$32K - $37.4K
|
7.92K
$533K
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-64- 0.88% |
$4.37K - $5.11K
|
7.21K
$486K
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-360- 4.38% |
$24.6K - $28.7K
|
7.86K
$529K
|
|
Apr 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
2.56K+ 17.25% |
$175K - $204K
|
17.4K
$1.17M
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
36.8KNew |
$2.51M - $2.94M
|
36.8K
$2.48M
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
3.18K+ 26.83% |
$217K - $253K
|
15K
$1.01M
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-5.9K- 2.09% |
$403K - $471K
|
277K
$18.7M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.6K+ 321.93% |
$789K - $922K
|
15.1K
$1.02M
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-1- 0.43% |
$68.3 - $79.8
|
231
$15.6K
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-784- 5.23% |
$53.5K - $62.6K
|
14.2K
$957K
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2+ 0.05% |
$137 - $160
|
3.98K
$268K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
849New |
$58K - $67.8K
|
849
$57.2K
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-505- 9.99% |
$34.5K - $40.3K
|
4.55K
$307K
|
|
Q4 2024 | |||||||
Apr 29, 2025
Q4 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-37- 1.13% |
$2.77K - $3.08K
|
3.22K
$217K
|
|
Apr 23, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1+ 0.0% |
$74.8 - $83.3
|
698K
$47M
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
8.84KNew |
$662K - $736K
|
8.84K
$596K
|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
13.5KNew |
$1.01M - $1.12M
|
13.5K
$909K
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-895- 9.22% |
$67K - $74.5K
|
8.82K
$594K
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
170New |
$12.7K - $14.2K
|
170
$11.5K
|