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
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-6- 3.53% |
$410 - $479
|
164
$12.4K
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
11.2KNew |
$765K - $894K
|
11.2K
$848K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.45K- 2.95% |
$167K - $195K
|
80.4K
$6.09M
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.16K+ 5.22% |
$78.9K - $92.2K
|
23.3K
$1.76M
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-108- 0.56% |
$7.38K - $8.62K
|
19.3K
$1.46M
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.02% |
$68.3 - $79.8
|
4.04K
$306K
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.91K- 1.02% |
$131K - $153K
|
186K
$14.1M
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-472- 17.97% |
$32.2K - $37.7K
|
2.15K
$163K
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
SELL
|
- |
-1.06K- 1.62% |
$72.6K - $84.8K
|
64.4K
$4.88M
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-397- 9.3% |
$27.1K - $31.7K
|
3.87K
$293K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-118- 50.0% |
$8.06K - $9.42K
|
118
$8.93K
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-514- 13.05% |
$35.1K - $41K
|
3.43K
$259K
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-125- 0.23% |
$8.54K - $9.98K
|
55.2K
$4.18M
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
16+ 0.4% |
$1.09K - $1.28K
|
4.03K
$305K
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
18.1K+ 7.14% |
$1.24M - $1.45M
|
272K
$20.6M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.03K- 7.46% |
$207K - $242K
|
37.6K
$2.84M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-10.1K- 14.34% |
$692K - $808K
|
60.5K
$4.58M
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
1+ 0.02% |
$68.3 - $79.8
|
4.32K
$327K
|
|
Apr 21, 2025
Q1 2025
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2.42K+ 0.77% |
$165K - $193K
|
316K
$23.9M
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
42.5KNew |
$2.9M - $3.39M
|
42.5K
$3.22M
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-315- 2.04% |
$21.5K - $25.1K
|
15.1K
$1.15M
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$137 - $160
|
5.03K
$381K
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.24% |
$68.3 - $79.8
|
424
$32.1K
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.19K+ 4.87% |
$81.5K - $95.2K
|
25.7K
$1.94M
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-3- 0.02% |
$205 - $239
|
15K
$1.13M
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-64- 0.88% |
$4.37K - $5.11K
|
7.21K
$546K
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-360- 4.38% |
$24.6K - $28.7K
|
7.86K
$595K
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-1- 0.43% |
$68.3 - $79.8
|
231
$17.5K
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-5.9K- 2.09% |
$403K - $471K
|
277K
$21M
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
3.18K+ 26.83% |
$217K - $253K
|
15K
$1.14M
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2+ 0.05% |
$137 - $160
|
3.98K
$301K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.4K+ 12.25% |
$404K - $450K
|
49.5K
$3.75M
|
|
Apr 29, 2025
Q4 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-37- 1.13% |
$2.77K - $3.08K
|
3.22K
$244K
|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
13.5KNew |
$1.01M - $1.12M
|
13.5K
$1.02M
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.69K- 26.04% |
$202K - $224K
|
7.65K
$579K
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
3.09KNew |
$231K - $257K
|
3.09K
$234K
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.21K+ 511.44% |
$90.3K - $101K
|
1.44K
$109K
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-32.2K- 91.97% |
$2.41M - $2.68M
|
2.81K
$213K
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.53% |
$74.8 - $83.3
|
190
$14.4K
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-41- 52.56% |
$3.07K - $3.41K
|
37
$2.8K
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-392- 1.66% |
$29.3K - $32.6K
|
23.3K
$1.76M
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.42KNew |
$256K - $285K
|
3.42K
$259K
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-5- 6.41% |
$374 - $416
|
73
$5.52K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
12.5KNew |
$935K - $1.04M
|
12.5K
$946K
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.61KNew |
$120K - $134K
|
1.61K
$122K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
104New |
$7.78K - $8.66K
|
104
$7.87K
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-516- 15.35% |
$38.6K - $43K
|
2.85K
$215K
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-570- 36.54% |
$42.6K - $47.5K
|
990
$74.9K
|
|
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
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
184+ 6.95% |
$13.8K - $15.3K
|
2.83K
$214K
|