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
|
D.A. Davidson & Co.
|
BUY
|
- |
604+ 0.3% |
$37.8K - $44.1K
|
204K
$15.5M
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
503+ 8.03% |
$31.5K - $36.7K
|
6.77K
$515K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
416+ 4.52% |
$26.1K - $30.4K
|
9.62K
$732K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
359+ 1.97% |
$22.5K - $26.2K
|
18.6K
$1.41M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
348New |
$21.8K - $25.4K
|
348
$26.5K
|
|
|
May 13, 2024
Q1 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
336+ 4.21% |
$21K - $24.5K
|
8.32K
$633K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
329+ 4.56% |
$20.6K - $24K
|
7.55K
$574K
|
|
|
Apr 19, 2024
Q1 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
307+ 1.61% |
$19.2K - $22.4K
|
19.4K
$1.47M
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
261+ 5.81% |
$16.3K - $19K
|
4.75K
$361K
|
|
|
Apr 18, 2024
Q1 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
254+ 6.33% |
$15.9K - $18.5K
|
4.27K
$325K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
196+ 83.05% |
$12.3K - $14.3K
|
432
$32.9K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
166New |
$10.4K - $12.1K
|
166
$12.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
133+ 2.35% |
$8.33K - $9.7K
|
5.78K
$440K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
128+ 0.96% |
$8.02K - $9.34K
|
13.5K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
112+ 0.32% |
$7.02K - $8.17K
|
34.6K
$2.63M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
103+ 39.31% |
$6.45K - $7.51K
|
365
$27.8K
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
98+ 1.68% |
$6.14K - $7.15K
|
5.92K
$450K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
97New |
$6.08K - $7.08K
|
97
$7.38K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
92New |
$5.76K - $6.71K
|
92
$7K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
88+ 733.33% |
$5.51K - $6.42K
|
100
$7.61K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
60+ 0.82% |
$3.76K - $4.38K
|
7.36K
$559K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
39+ 3.46% |
$2.44K - $2.85K
|
1.17K
$88.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
35+ 0.23% |
$2.19K - $2.55K
|
15.3K
$1.16M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
17New |
$1.06K - $1.24K
|
17
$1.29K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7+ 0.08% |
$438 - $511
|
9.22K
$701K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4+ 0.08% |
$251 - $292
|
5.04K
$383K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2+ 0.04% |
$125 - $146
|
4.52K
$344K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.43% |
$62.6 - $73
|
231
$17.6K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.53% |
$62.6 - $73
|
189
$14.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 1.45% |
$62.6 - $73
|
70
$5.32K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3- 3.85% |
$188 - $219
|
75
$5.71K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-12- 10.71% |
$752 - $876
|
100
$7.61K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-16- 0.13% |
$1K - $1.17K
|
12.3K
$933K
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-30- 0.42% |
$1.88K - $2.19K
|
7.09K
$539K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-56- 1.06% |
$3.51K - $4.09K
|
5.23K
$398K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-102- 2.84% |
$6.39K - $7.44K
|
3.49K
$266K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-102- 8.56% |
$6.39K - $7.44K
|
1.09K
$82.9K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-105- 5.77% |
$6.58K - $7.66K
|
1.71K
$130K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-107- 2.88% |
$6.7K - $7.81K
|
3.61K
$274K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-131- 9.56% |
$8.21K - $9.56K
|
1.24K
$94.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-142- 25.27% |
$8.89K - $10.4K
|
420
$31.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-158- 4.67% |
$9.9K - $11.5K
|
3.23K
$245K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-223- 4.1% |
$14K - $16.3K
|
5.21K
$396K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-243- 6.44% |
$15.2K - $17.7K
|
3.53K
$269K
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-258- 1.38% |
$16.2K - $18.8K
|
18.4K
$1.4M
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-347- 1.46% |
$21.7K - $25.3K
|
23.4K
$1.78M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-359- 3.43% |
$22.5K - $26.2K
|
10.1K
$769K
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-369- 5.82% |
$23.1K - $26.9K
|
5.97K
$454K
|
|
|
Apr 11, 2024
Q1 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-451- 2.53% |
$28.3K - $32.9K
|
17.4K
$1.32M
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-480- 3.79% |
$30.1K - $35K
|
12.2K
$926K
|