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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
12.6K+ 5.31% |
$854K - $910K
|
249K
$19.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
210New |
$14.3K - $15.2K
|
210
$16.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-9.48K- 4.67% |
$644K - $686K
|
194K
$15.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
377New |
$25.6K - $27.3K
|
377
$29.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-174- 1.16% |
$11.8K - $12.6K
|
14.9K
$1.17M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.44KNew |
$369K - $394K
|
5.44K
$427K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-389- 8.79% |
$26.4K - $28.1K
|
4.04K
$317K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
141New |
$9.57K - $10.2K
|
141
$11.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
165New |
$11.2K - $11.9K
|
165
$13K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
854+ 11.31% |
$58K - $61.8K
|
8.4K
$660K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.27% |
$67.9 - $72.4
|
366
$28.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-340- 20.54% |
$23.1K - $24.6K
|
1.32K
$103K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
330New |
$22.4K - $23.9K
|
330
$25.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
187+ 0.96% |
$12.7K - $13.5K
|
19.6K
$1.54M
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
BUY
|
- |
2.83K+ 30.41% |
$192K - $205K
|
12.1K
$953K
|
|
| Q1 2024 | |||||||
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-12- 10.71% |
$752 - $876
|
100
$7.85K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-521- 86.98% |
$32.6K - $38K
|
78
$6.12K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
36K+ 210.41% |
$2.25M - $2.62M
|
53K
$4.16M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-521- 86.98% |
$32.6K - $38K
|
78
$6.12K
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
3.41KNew |
$213K - $249K
|
3.41K
$267K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-36.9K- 62.12% |
$2.31M - $2.69M
|
22.5K
$1.76M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.13K+ 57.28% |
$259K - $302K
|
11.4K
$891K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-2.4K- 42.11% |
$150K - $175K
|
3.3K
$259K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.12K- 15.0% |
$69.8K - $81.4K
|
6.32K
$496K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
97New |
$6.08K - $7.08K
|
97
$7.61K
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.35K- 32.28% |
$84.4K - $98.4K
|
2.83K
$222K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.15KNew |
$72K - $83.9K
|
1.15K
$90.3K
|
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
2.95KNew |
$185K - $215K
|
2.95K
$232K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.79KNew |
$175K - $203K
|
2.79K
$219K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
166New |
$10.4K - $12.1K
|
166
$13K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3- 3.85% |
$188 - $219
|
75
$5.89K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
7.02K+ 88.01% |
$440K - $512K
|
15K
$1.18M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 1.45% |
$62.6 - $73
|
70
$5.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
17New |
$1.06K - $1.24K
|
17
$1.33K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
348New |
$21.8K - $25.4K
|
348
$27.3K
|
|
| Q4 2023 | |||||||
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
90New |
$4.8K - $5.86K
|
90
$7.07K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-42.4K- 92.22% |
$2.26M - $2.76M
|
3.58K
$281K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.84KNew |
$205K - $250K
|
3.84K
$302K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-35.4K- 68.36% |
$1.89M - $2.3M
|
16.4K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
20.5KNew |
$1.09M - $1.34M
|
20.5K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
100+ 0.89% |
$5.33K - $6.52K
|
11.3K
$889K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.5K+ 12.05% |
$79.9K - $97.6K
|
13.9K
$1.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
210New |
$11.2K - $13.7K
|
210
$16.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-15.4K- 32.92% |
$823K - $1.01M
|
31.5K
$2.47M
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-12.2K- 75.65% |
$652K - $797K
|
3.94K
$309K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
546New |
$29.1K - $35.6K
|
546
$42.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
4.68KNew |
$249K - $305K
|
4.68K
$367K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
615+ 4.22% |
$32.8K - $40.1K
|
15.2K
$1.19M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
70New |
$3.97K - $4.34K
|
70
$5.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-599Closed |
$34K - $37.2K
|
0
$0
|
|