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 |
---|---|---|---|---|---|---|---|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
473New |
$35.4K - $39.4K
|
473
$35.8K
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
4KNew |
$299K - $333K
|
4K
$303K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-309- 26.23% |
$23.1K - $25.7K
|
869
$65.8K
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-1.46K- 22.16% |
$109K - $122K
|
5.14K
$389K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.89K- 6.69% |
$142K - $158K
|
26.4K
$2M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
74.6KNew |
$5.58M - $6.21M
|
74.6K
$5.65M
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-16.9K- 39.22% |
$1.26M - $1.41M
|
26.2K
$1.98M
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
5.18K+ 14.33% |
$387K - $431K
|
41.3K
$3.13M
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
3.36KNew |
$251K - $280K
|
3.36K
$254K
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.99KNew |
$148K - $165K
|
1.99K
$150K
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-105- 12.27% |
$7.86K - $8.74K
|
751
$56.8K
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.96KNew |
$296K - $330K
|
3.96K
$300K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
131New |
$9.8K - $10.9K
|
131
$9.91K
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.72KNew |
$203K - $226K
|
2.72K
$206K
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
111New |
$8.3K - $9.24K
|
111
$8.4K
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
2+ 0.04% |
$150 - $167
|
4.56K
$345K
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
516+ 3.02% |
$38.6K - $43K
|
17.6K
$1.33M
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1+ 0.01% |
$74.8 - $83.3
|
11.6K
$879K
|
|
Q3 2024 | |||||||
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
200New |
$13.4K - $15.2K
|
200
$15.1K
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-55- 20.52% |
$3.68K - $4.17K
|
213
$16.1K
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
31KNew |
$2.07M - $2.34M
|
31K
$2.34M
|
|
Nov 14, 2024
Q3 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
8.7KNew |
$582K - $659K
|
8.7K
$658K
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-1.49K- 1.65% |
$99.6K - $113K
|
88.6K
$6.7M
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.89K- 39.2% |
$126K - $143K
|
2.93K
$222K
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.35KNew |
$358K - $406K
|
5.35K
$405K
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-36- 1.2% |
$2.41K - $2.73K
|
2.95K
$223K
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-9- 0.83% |
$602 - $682
|
1.08K
$81.8K
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-1.29K- 19.08% |
$86.2K - $97.7K
|
5.47K
$414K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.64KNew |
$176K - $200K
|
2.64K
$199K
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-112- 1.59% |
$7.49K - $8.49K
|
6.94K
$525K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
184New |
$12.3K - $13.9K
|
184
$13.9K
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
464New |
$31K - $35.2K
|
464
$35.1K
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
2.68KNew |
$179K - $203K
|
2.68K
$203K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-84.8K- 18.35% |
$5.67M - $6.42M
|
377K
$28.5M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.64K- 2.59% |
$577K - $654K
|
325K
$24.6M
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-700- 50.0% |
$46.8K - $53K
|
700
$53K
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-620- 18.26% |
$41.4K - $47K
|
2.78K
$210K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-411- 1.67% |
$27.5K - $31.1K
|
24.3K
$1.84M
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-450- 43.9% |
$30.1K - $34.1K
|
575
$43.5K
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-900- 13.64% |
$61.1K - $65.1K
|
5.7K
$431K
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
95New |
$6.45K - $6.87K
|
95
$7.19K
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
15.9KNew |
$1.08M - $1.15M
|
15.9K
$1.21M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-9.48K- 4.67% |
$644K - $686K
|
194K
$14.6M
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
210New |
$14.3K - $15.2K
|
210
$15.9K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-174- 1.16% |
$11.8K - $12.6K
|
14.9K
$1.13M
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
377New |
$25.6K - $27.3K
|
377
$28.5K
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
141New |
$9.57K - $10.2K
|
141
$10.7K
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
165New |
$11.2K - $11.9K
|
165
$12.5K
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
854+ 11.31% |
$58K - $61.8K
|
8.4K
$636K
|
|
Jul 23, 2024
Q2 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
187+ 0.96% |
$12.7K - $13.5K
|
19.6K
$1.48M
|