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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
36New |
$2.04K - $2.23K
|
36
$2.83K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
4.6KNew |
$261K - $285K
|
4.6K
$361K
|
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-3.11K- 38.57% |
$177K - $193K
|
4.96K
$389K
|
|
|
Nov 13, 2023
Q3 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
59.8KNew |
$3.39M - $3.71M
|
59.8K
$4.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.05KNew |
$230K - $252K
|
4.05K
$318K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
317New |
$18K - $19.7K
|
317
$24.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
942+ 7.34% |
$53.4K - $58.5K
|
13.8K
$1.08M
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-21- 32.31% |
$1.19K - $1.3K
|
44
$3.45K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
500New |
$28.4K - $31K
|
500
$39.3K
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
15.1KNew |
$857K - $937K
|
15.1K
$1.19M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-12.8K- 72.61% |
$727K - $796K
|
4.84K
$380K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.37K- 94.41% |
$305K - $333K
|
318
$25K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3New |
$170 - $186
|
3
$236
|
|
| Q2 2023 | |||||||
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
5.03KNew |
$266K - $302K
|
5.03K
$395K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
35.9KNew |
$1.9M - $2.15M
|
35.9K
$2.81M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-935- 95.12% |
$49.5K - $56.2K
|
48
$3.77K
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
BUY
|
- |
4.56K+ 88.63% |
$241K - $274K
|
9.71K
$762K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
407+ 3.44% |
$21.5K - $24.5K
|
12.2K
$960K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.72K- 22.37% |
$91.1K - $103K
|
5.97K
$469K
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
SELL
|
- |
-130- 1.4% |
$6.88K - $7.81K
|
9.14K
$718K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
3.4KNew |
$180K - $204K
|
3.4K
$267K
|
|
|
Jul 07, 2023
Q2 2023
|
First Community Trust Na
|
SELL
|
- |
-84- 62.69% |
$4.45K - $5.05K
|
50
$3.93K
|
|
| Q1 2023 | |||||||
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
100New |
$5.17K - $5.86K
|
100
$7.85K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.65KNew |
$240K - $272K
|
4.65K
$365K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.62KNew |
$239K - $271K
|
4.62K
$363K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-235- 26.89% |
$12.1K - $13.8K
|
639
$50.2K
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
12.7K+ 118.69% |
$654K - $742K
|
23.3K
$1.83M
|
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
30KNew |
$1.55M - $1.76M
|
30K
$2.36M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$51.7 - $58.6
|
1
$78.5
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
14.8KNew |
$766K - $868K
|
14.8K
$1.16M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
14+ 0.09% |
$723 - $820
|
14.9K
$1.17M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.52K- 46.93% |
$285K - $323K
|
6.24K
$490K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
11.3KNew |
$583K - $660K
|
11.3K
$885K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10K- 19.06% |
$518K - $587K
|
42.6K
$3.34M
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
53.9KNew |
$2.78M - $3.16M
|
53.9K
$4.23M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
41.5K+ 2019.87% |
$2.14M - $2.43M
|
43.5K
$3.42M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.2KNew |
$62K - $70.3K
|
1.2K
$94.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
212New |
$11K - $12.4K
|
212
$16.6K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.66KNew |
$189K - $214K
|
3.66K
$287K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
3+ 0.12% |
$155 - $176
|
2.51K
$197K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
75New |
$3.87K - $4.39K
|
75
$5.89K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
283+ 2.94% |
$14.6K - $16.6K
|
9.91K
$778K
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.12K+ 28.98% |
$57.7K - $65.4K
|
4.97K
$390K
|
|
|
Apr 06, 2023
Q1 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
103KNew |
$5.34M - $6.05M
|
103K
$8.11M
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.39KNew |
$205K - $238K
|
4.39K
$344K
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.19K- 35.9% |
$102K - $119K
|
3.92K
$307K
|
|
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
9.43KNew |
$440K - $511K
|
9.43K
$740K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
3.96KNew |
$185K - $215K
|
3.96K
$311K
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
254New |
$11.9K - $13.8K
|
254
$19.9K
|
|