Purchases and Sales Made in Q1 2023 in First Trust Industrials/Produc (FXR)
This table provides information about the institutional ownership of First Trust Industrials/Produc (FXR) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TRUST INDUSTRIALS/PRODUC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
3.85M+ 5713.33% |
$199M - $226M
|
3.92M
$298M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
221K+ 49.38% |
$11.4M - $13M
|
670K
$51M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
182KNew |
$9.41M - $10.7M
|
182K
$13.9M
|
|
|
Apr 06, 2023
Q1 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
103KNew |
$5.34M - $6.05M
|
103K
$7.86M
|
|
|
May 12, 2023
Q1 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
71.8KNew |
$3.71M - $4.21M
|
71.8K
$5.46M
|
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
68.2KNew |
$3.52M - $4M
|
68.2K
$5.19M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
66.8K+ 301.23% |
$3.45M - $3.91M
|
89K
$6.77M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
59.4K+ 4.3% |
$3.07M - $3.48M
|
1.44M
$110M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
57.7K+ 16915.54% |
$2.98M - $3.38M
|
58K
$4.41M
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
53.9KNew |
$2.78M - $3.16M
|
53.9K
$4.1M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
50.3K+ 950.73% |
$2.6M - $2.95M
|
55.6K
$4.23M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
47K+ 24.78% |
$2.43M - $2.75M
|
236K
$18M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
41.5K+ 2019.87% |
$2.14M - $2.43M
|
43.5K
$3.31M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
38K+ 1.83% |
$1.96M - $2.22M
|
2.11M
$161M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
37.9KNew |
$1.96M - $2.22M
|
37.9K
$2.88M
|
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
30KNew |
$1.55M - $1.76M
|
30K
$2.28M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
23.3K+ 30.64% |
$1.2M - $1.36M
|
99.3K
$7.55M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
20.5K+ 580.57% |
$1.06M - $1.2M
|
24K
$1.83M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
20.2KNew |
$1.04M - $1.18M
|
20.2K
$1.54M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
19.5K+ 99.19% |
$1M - $1.14M
|
39.1K
$2.97M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
19.2K+ 9.76% |
$990K - $1.12M
|
216K
$16.4M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
18.4K+ 31.45% |
$949K - $1.08M
|
76.8K
$5.84M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
14.8KNew |
$766K - $868K
|
14.8K
$1.13M
|
|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
BUY
|
- |
13.4KNew |
$693K - $786K
|
13.4K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
12.7K+ 118.69% |
$654K - $742K
|
23.3K
$1.77M
|
|
|
May 11, 2023
Q1 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
12.6KNew |
$651K - $738K
|
12.6K
$958K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.9K+ 167.04% |
$616K - $699K
|
19.1K
$1.45M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11.8KNew |
$611K - $692K
|
11.8K
$899K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
11.3KNew |
$583K - $660K
|
11.3K
$858K
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
9.45K+ 5.96% |
$488K - $553K
|
168K
$12.8M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.16K+ 19.46% |
$473K - $536K
|
56.2K
$4.28M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.16K+ 19.46% |
$473K - $536K
|
56.2K
$4.28M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.12K+ 1.51% |
$471K - $534K
|
613K
$46.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
8.45K+ 90.15% |
$436K - $495K
|
17.8K
$1.36M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.28K+ 109.99% |
$428K - $485K
|
15.8K
$1.2M
|
|
|
May 12, 2023
Q1 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
8.11K+ 2.77% |
$419K - $475K
|
301K
$22.9M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
7.69KNew |
$397K - $450K
|
7.69K
$585K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
6.95K+ 34.1% |
$359K - $407K
|
27.3K
$2.08M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.17K+ 107.81% |
$319K - $361K
|
11.9K
$904K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.7K+ 42.1% |
$295K - $334K
|
19.2K
$1.46M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
5.28KNew |
$273K - $309K
|
5.28K
$402K
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
BUY
|
- |
5.15KNew |
$266K - $301K
|
5.15K
$391K
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4.82K+ 4.15% |
$249K - $282K
|
121K
$9.2M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.65KNew |
$240K - $272K
|
4.65K
$353K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.62KNew |
$239K - $271K
|
4.62K
$352K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.49K+ 54.82% |
$232K - $263K
|
12.7K
$965K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.11KNew |
$212K - $241K
|
4.11K
$313K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.86KNew |
$200K - $226K
|
3.86K
$294K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.81K+ 1.64% |
$197K - $223K
|
236K
$18M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.66KNew |
$189K - $214K
|
3.66K
$278K
|