Purchases and Sales Made in Q1 2024 in First Trust Industrials/Produc (FXR)
This table provides information about the institutional ownership of First Trust Industrials/Produc (FXR) during Q1 2024. 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 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
215K+ 2.0% |
$13.5M - $15.7M
|
11M
$837M
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
96.3K+ 70.65% |
$6.03M - $7.03M
|
233K
$17.7M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
85.2K+ 7.04% |
$5.34M - $6.22M
|
1.3M
$98.6M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
85.1K+ 4.42% |
$5.33M - $6.21M
|
2.01M
$153M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
85.1K+ 4.42% |
$5.33M - $6.21M
|
2.01M
$153M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
84.7K+ 13.76% |
$5.31M - $6.18M
|
700K
$53.3M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
61.6K+ 27.5% |
$3.86M - $4.49M
|
285K
$21.7M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
52.1K+ 11.26% |
$3.26M - $3.8M
|
515K
$39.1M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
47K+ 15.41% |
$2.95M - $3.43M
|
352K
$26.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
BUY
|
- |
43.7K+ 418.32% |
$2.73M - $3.19M
|
54.1K
$4.12M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
43.2K+ 13.98% |
$2.71M - $3.15M
|
352K
$26.8M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
40.3K+ 19.38% |
$2.52M - $2.94M
|
248K
$18.9M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
36K+ 210.41% |
$2.25M - $2.62M
|
53K
$4.03M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
33.8K+ 289.15% |
$2.12M - $2.47M
|
45.5K
$3.46M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
29.9K+ 59.43% |
$1.87M - $2.18M
|
80.3K
$6.11M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
29.9K+ 1.51% |
$1.87M - $2.18M
|
2.01M
$153M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
24.9K+ 4.62% |
$1.56M - $1.81M
|
563K
$42.8M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21K+ 128.28% |
$1.31M - $1.53M
|
37.3K
$2.84M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17.1K+ 11.38% |
$1.07M - $1.25M
|
168K
$12.8M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
13.8K+ 56.4% |
$861K - $1M
|
38.1K
$2.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.2K+ 12.65% |
$825K - $960K
|
117K
$8.92M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.8K+ 5.07% |
$800K - $932K
|
265K
$20.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
7.02K+ 88.01% |
$440K - $512K
|
15K
$1.14M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
6.01K+ 2.61% |
$376K - $438K
|
237K
$18M
|
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
4.64K+ 21.16% |
$291K - $339K
|
26.6K
$2.02M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.13K+ 57.28% |
$259K - $302K
|
11.4K
$863K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.09K+ 13.73% |
$256K - $298K
|
33.9K
$2.58M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
3.41KNew |
$213K - $249K
|
3.41K
$259K
|
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
3.39KNew |
$212K - $247K
|
3.39K
$258K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.33K+ 4.26% |
$209K - $243K
|
81.5K
$6.2M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.99KNew |
$187K - $218K
|
2.99K
$227K
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.98K+ 3.6% |
$187K - $218K
|
85.9K
$6.54M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.96KNew |
$185K - $216K
|
2.96K
$225K
|
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
2.95KNew |
$185K - $215K
|
2.95K
$224K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.89KNew |
$181K - $211K
|
2.89K
$220K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.79KNew |
$175K - $203K
|
2.79K
$212K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.58K+ 28.77% |
$162K - $188K
|
11.6K
$880K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.52K+ 14.88% |
$158K - $183K
|
19.4K
$1.48M
|
|
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
2.2K+ 26.83% |
$138K - $161K
|
10.4K
$791K
|
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
2.04K+ 2.36% |
$128K - $149K
|
88.6K
$6.74M
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.99K+ 6.53% |
$124K - $145K
|
32.4K
$2.46M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.86K+ 51.63% |
$117K - $136K
|
5.47K
$416K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.83K+ 7.54% |
$115K - $134K
|
26.2K
$1.99M
|
|
|
May 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.45K+ 0.47% |
$91K - $106K
|
311K
$23.7M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.31K+ 5.32% |
$81.8K - $95.3K
|
25.9K
$1.97M
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.15KNew |
$72K - $83.9K
|
1.15K
$87.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.14K+ 3.3% |
$71.7K - $83.5K
|
35.8K
$2.72M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
857+ 60.18% |
$53.7K - $62.5K
|
2.28K
$174K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
715+ 2.34% |
$44.8K - $52.2K
|
31.2K
$2.38M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
712+ 7.78% |
$44.6K - $51.9K
|
9.86K
$750K
|