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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2023
Q2 2023
|
First Community Trust Na
|
SELL
|
- |
-84- 62.69% |
$4.45K - $5.05K
|
50
$3.78K
|
|
| Q1 2023 | |||||||
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
100New |
$5.17K - $5.86K
|
100
$7.57K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.65KNew |
$240K - $272K
|
4.65K
$352K
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
12.7K+ 118.69% |
$654K - $742K
|
23.3K
$1.77M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-235- 26.89% |
$12.1K - $13.8K
|
639
$48.4K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.62KNew |
$239K - $271K
|
4.62K
$350K
|
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
30KNew |
$1.55M - $1.76M
|
30K
$2.27M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$51.7 - $58.6
|
1
$75.7
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
14.8KNew |
$766K - $868K
|
14.8K
$1.12M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
14+ 0.09% |
$723 - $820
|
14.9K
$1.13M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.52K- 46.93% |
$285K - $323K
|
6.24K
$472K
|
|
|
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
$853K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10K- 19.06% |
$518K - $587K
|
42.6K
$3.22M
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
53.9KNew |
$2.78M - $3.16M
|
53.9K
$4.08M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
41.5K+ 2019.87% |
$2.14M - $2.43M
|
43.5K
$3.29M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
212New |
$11K - $12.4K
|
212
$16K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.66KNew |
$189K - $214K
|
3.66K
$277K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
3+ 0.12% |
$155 - $176
|
2.51K
$190K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
75New |
$3.87K - $4.39K
|
75
$5.68K
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.12K+ 28.98% |
$57.7K - $65.4K
|
4.97K
$376K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
283+ 2.94% |
$14.6K - $16.6K
|
9.91K
$750K
|
|
|
Apr 06, 2023
Q1 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
103KNew |
$5.34M - $6.05M
|
103K
$7.82M
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.39KNew |
$205K - $238K
|
4.39K
$332K
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.19K- 35.9% |
$102K - $119K
|
3.92K
$296K
|
|
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
9.43KNew |
$440K - $511K
|
9.43K
$714K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
100New |
$4.67K - $5.42K
|
100
$7.57K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
3.96KNew |
$185K - $215K
|
3.96K
$300K
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
254New |
$11.9K - $13.8K
|
254
$19.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-8.92K- 96.75% |
$417K - $484K
|
300
$22.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
27New |
$1.26K - $1.46K
|
27
$2.04K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
39+ 0.74% |
$1.82K - $2.11K
|
5.27K
$399K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
800New |
$36.6K - $44.6K
|
800
$60.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.38% |
$45.7 - $55.8
|
263
$19.9K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-100- 0.83% |
$4.57K - $5.58K
|
11.9K
$904K
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
13K+ 289.23% |
$595K - $727K
|
17.5K
$1.33M
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
303New |
$13.9K - $16.9K
|
303
$22.9K
|
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
5.71KNew |
$261K - $319K
|
5.71K
$432K
|
|
| Q2 2022 | |||||||
|
Jun 28, 2024
Q2 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
65New |
$3.07K - $3.66K
|
65
$4.92K
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.45KClosed |
$210K - $250K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-137Closed |
$6.48K - $7.72K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
60+ 1.3% |
$2.84K - $3.38K
|
4.69K
$355K
|
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
10+ 0.24% |
$473 - $563
|
4.22K
$319K
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
135New |
$6.39K - $7.6K
|
135
$10.2K
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.82KClosed |
$417K - $497K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-7.43KClosed |
$351K - $418K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
16.2KNew |
$765K - $910K
|
16.2K
$1.22M
|
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
98+ 2.38% |
$4.64K - $5.52K
|
4.21K
$319K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
95New |
$4.49K - $5.35K
|
95
$7.19K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
288New |
$13.6K - $16.2K
|
288
$21.8K
|
|