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 |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
16K+ 6775.0% |
$861K - $1.01M
|
16.2K
$1.13M
|
|
May 16, 2022
Q1 2022
|
1776 Wealth LLC
|
SELL
|
- |
-4.43KClosed |
$238K - $279K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-667Closed |
$35.9K - $42K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-5.24KClosed |
$282K - $330K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-59.4KClosed |
$3.2M - $3.74M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-75Closed |
$4.04K - $4.72K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-186Closed |
$10K - $11.7K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-290Closed |
$15.6K - $18.2K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-9.1KClosed |
$490K - $572K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-3.99KClosed |
$215K - $251K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-2KClosed |
$108K - $126K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
13+ 3.68% |
$700 - $818
|
366
$25.4K
|
|
Q4 2021 | |||||||
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-246Closed |
$14.2K - $15.5K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
687New |
$39.5K - $43.3K
|
687
$47.7K
|
|
Feb 08, 2022
Q4 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
85+ 0.33% |
$4.89K - $5.36K
|
26K
$1.81M
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-11.1KClosed |
$640K - $701K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Wespac Advisors, LLC
|
SELL
|
- |
-4KClosed |
$230K - $252K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-24Closed |
$1.38K - $1.51K
|
0
$0
|
|
Q3 2021 | |||||||
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10.7K+ 234.2% |
$609K - $660K
|
15.3K
$1.06M
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-17KClosed |
$965K - $1.05M
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-11.4KClosed |
$648K - $702K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
SELL
|
- |
-2.7KClosed |
$154K - $166K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-6.07KClosed |
$345K - $374K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Empowered Funds, LLC
|
SELL
|
- |
-206KClosed |
$11.7M - $12.7M
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
8.79KNew |
$500K - $542K
|
8.79K
$611K
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-27.2KClosed |
$1.55M - $1.68M
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-5.1KClosed |
$290K - $315K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Founders Financial Securities LLC
|
SELL
|
- |
-9.49KClosed |
$541K - $580K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-251Closed |
$14.3K - $15.3K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-595Closed |
$33.9K - $36.3K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-9.49KClosed |
$541K - $580K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-73Closed |
$4.16K - $4.46K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.25KClosed |
$71K - $76.1K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1KClosed |
$57K - $61.1K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-32Closed |
$1.82K - $1.95K
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-4.63KClosed |
$264K - $283K
|
0
$0
|
|
Q4 2020 | |||||||
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-2.21KClosed |
$90.1K - $111K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-443Closed |
$18.1K - $22.2K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-533Closed |
$21.8K - $26.7K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-9Closed |
$368 - $452
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
1KNew |
$40.9K - $50.2K
|
1K
$69.5K
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.65KClosed |
$208K - $243K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-268Closed |
$9.87K - $11.5K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.03K+ 63.39% |
$29K - $42.4K
|
2.64K
$184K
|
|
Aug 14, 2020
Q2 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-6.68KClosed |
$189K - $276K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Oakworth Capital, Inc.
|
SELL
|
- |
-47Closed |
$1.33K - $1.95K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-8.17KClosed |
$231K - $338K
|
0
$0
|
|
Jul 07, 2020
Q2 2020
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-3.66KClosed |
$103K - $152K
|
0
$0
|
|
Q1 2020 | |||||||
Jul 31, 2020
Q1 2020
|
Milestone Advisory Partners
|
SELL
|
- |
-8.58KClosed |
$221K - $399K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-20KClosed |
$514K - $930K
|
0
$0
|