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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-44- 0.98% |
$2.27K - $2.58K
|
4.43K
$337K
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-62- 0.49% |
$3.2K - $3.63K
|
12.7K
$968K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-71- 1.49% |
$3.67K - $4.16K
|
4.69K
$357K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-87- 17.43% |
$4.49K - $5.1K
|
412
$31.3K
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-107- 1.35% |
$5.53K - $6.27K
|
7.83K
$596K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-109- 29.14% |
$5.63K - $6.38K
|
265
$20.2K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-120- 2.32% |
$6.2K - $7.03K
|
5.05K
$384K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-227- 1.83% |
$11.7K - $13.3K
|
12.2K
$928K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-235- 26.89% |
$12.1K - $13.8K
|
639
$48.6K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-303- 17.13% |
$15.7K - $17.7K
|
1.47K
$112K
|
|
|
May 10, 2023
Q1 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-325- 2.0% |
$16.8K - $19K
|
16K
$1.21M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-367- 1.66% |
$19K - $21.5K
|
21.7K
$1.65M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-460- 37.13% |
$23.8K - $26.9K
|
779
$59.3K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-699- 3.21% |
$36.1K - $40.9K
|
21.1K
$1.6M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-730- 5.84% |
$37.7K - $42.8K
|
11.8K
$896K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-773- 44.02% |
$39.9K - $45.3K
|
983
$74.8K
|
|
|
Apr 10, 2023
Q1 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-870- 4.23% |
$44.9K - $51K
|
19.7K
$1.5M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.05K- 27.42% |
$54.2K - $61.4K
|
2.78K
$211K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.05K- 3.44% |
$54.4K - $61.7K
|
29.5K
$2.25M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.51K- 17.83% |
$77.7K - $88.1K
|
6.94K
$528K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.61K- 25.69% |
$83K - $94.1K
|
4.65K
$353K
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-1.62K- 6.69% |
$83.6K - $94.8K
|
22.6K
$1.72M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.71K- 31.48% |
$88.5K - $100K
|
3.73K
$284K
|
|
|
Apr 18, 2023
Q1 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-2.3K- 26.05% |
$119K - $134K
|
6.52K
$496K
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-2.34K- 26.23% |
$121K - $137K
|
6.57K
$500K
|
|
|
Apr 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-2.34K- 2.55% |
$121K - $137K
|
89.4K
$6.8M
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-2.86K- 7.25% |
$148K - $167K
|
36.5K
$2.78M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.92K- 27.0% |
$151K - $171K
|
7.9K
$601K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-3.18K- 4.11% |
$164K - $186K
|
74.3K
$5.65M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.89K- 17.07% |
$252K - $286K
|
23.7K
$1.81M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-5.04K- 22.77% |
$260K - $295K
|
17.1K
$1.3M
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-5.04K- 22.77% |
$260K - $295K
|
17.1K
$1.3M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.28K- 16.83% |
$273K - $309K
|
26.1K
$1.99M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.52K- 46.93% |
$285K - $323K
|
6.24K
$475K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.54K- 4.55% |
$286K - $324K
|
116K
$8.83M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.7K- 29.63% |
$295K - $334K
|
13.5K
$1.03M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-8.3K- 16.53% |
$429K - $486K
|
41.9K
$3.19M
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-9.27K- 61.44% |
$479K - $543K
|
5.82K
$443K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10K- 19.06% |
$518K - $587K
|
42.6K
$3.24M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-13K- 51.63% |
$672K - $761K
|
12.2K
$927K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-13.3K- 28.12% |
$687K - $779K
|
34K
$2.59M
|
|
|
Apr 21, 2023
Q1 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-13.8K- 71.81% |
$712K - $807K
|
5.41K
$412K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-14.1K- 39.15% |
$728K - $825K
|
21.9K
$1.67M
|
|
|
Apr 19, 2023
Q1 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-14.5K- 16.62% |
$748K - $848K
|
72.6K
$5.52M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-16K- 25.59% |
$827K - $938K
|
46.6K
$3.54M
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-16.9K- 52.27% |
$873K - $990K
|
15.4K
$1.17M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-17.9K- 10.05% |
$927K - $1.05M
|
161K
$12.2M
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
SELL
|
- |
-18K- 15.91% |
$932K - $1.06M
|
95.3K
$7.25M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-18.1K- 29.32% |
$933K - $1.06M
|
43.5K
$3.31M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-21.1K- 75.96% |
$1.09M - $1.24M
|
6.68K
$508K
|