Purchases and Sales Made in Q1 2025 in First Trust Industrials/Produc (FXR)
This table provides information about the institutional ownership of First Trust Industrials/Produc (FXR) during Q1 2025. 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 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
85.5K+ 752.35% |
$5.84M - $6.82M
|
96.8K
$7.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
42.5KNew |
$2.9M - $3.39M
|
42.5K
$3.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
36.8KNew |
$2.51M - $2.94M
|
36.8K
$2.79M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
28.3K+ 22.0% |
$1.93M - $2.26M
|
157K
$11.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
18.1K+ 7.14% |
$1.24M - $1.45M
|
272K
$20.6M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
15.8K+ 3.85% |
$1.08M - $1.26M
|
427K
$32.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
13.6K+ 16.73% |
$932K - $1.09M
|
95.2K
$7.21M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
12.6K+ 14.33% |
$862K - $1.01M
|
101K
$7.62M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.8K+ 4.06% |
$804K - $940K
|
302K
$22.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.6K+ 321.93% |
$789K - $922K
|
15.1K
$1.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
11.2KNew |
$765K - $894K
|
11.2K
$848K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10.7K+ 30.95% |
$733K - $856K
|
45.4K
$3.44M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.03K+ 1740.84% |
$480K - $561K
|
7.44K
$563K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
5.68K+ 3.29% |
$388K - $453K
|
178K
$13.5M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.45K+ 97.03% |
$304K - $355K
|
9.03K
$683K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
3.92KNew |
$267K - $313K
|
3.92K
$296K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.66KNew |
$250K - $292K
|
3.66K
$277K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
3.18K+ 26.83% |
$217K - $253K
|
15K
$1.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
2.56K+ 17.25% |
$175K - $204K
|
17.4K
$1.32M
|
|
|
Apr 21, 2025
Q1 2025
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2.42K+ 0.77% |
$165K - $193K
|
316K
$23.9M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.09K+ 31.24% |
$143K - $167K
|
8.79K
$665K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
1.4K+ 15.74% |
$95.9K - $112K
|
10.3K
$781K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.26K+ 86.5% |
$86.2K - $101K
|
2.72K
$206K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.25K+ 4.05% |
$85.5K - $99.9K
|
32.2K
$2.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.19K+ 4.87% |
$81.5K - $95.2K
|
25.7K
$1.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.16K+ 5.22% |
$78.9K - $92.2K
|
23.3K
$1.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
1.06K+ 5.99% |
$72.5K - $84.7K
|
18.8K
$1.42M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
849New |
$58K - $67.8K
|
849
$64.3K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
802+ 3.99% |
$54.8K - $64K
|
20.9K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
751+ 298.02% |
$51.3K - $59.9K
|
1K
$75.9K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
703+ 0.73% |
$48K - $56.1K
|
96.5K
$7.3M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
650+ 18.23% |
$44.4K - $51.9K
|
4.22K
$319K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
585+ 7.01% |
$40K - $46.7K
|
8.93K
$676K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
507+ 5.44% |
$34.6K - $40.5K
|
9.83K
$744K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
354+ 4.02% |
$24.2K - $28.3K
|
9.17K
$694K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
304+ 7.06% |
$20.8K - $24.3K
|
4.61K
$349K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
250+ 5.86% |
$17.1K - $20K
|
4.52K
$342K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
236New |
$16.1K - $18.8K
|
236
$17.9K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
233+ 0.53% |
$15.9K - $18.6K
|
44.1K
$3.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
209+ 2.27% |
$14.3K - $16.7K
|
9.43K
$713K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
193+ 3.12% |
$13.2K - $15.4K
|
6.39K
$483K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
156+ 5.16% |
$10.7K - $12.5K
|
3.18K
$241K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
150New |
$10.2K - $12K
|
150
$11.4K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
111+ 1.2% |
$7.58K - $8.86K
|
9.37K
$709K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
98+ 0.17% |
$6.69K - $7.82K
|
57.1K
$4.32M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
48+ 0.88% |
$3.28K - $3.83K
|
5.49K
$415K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
16+ 0.4% |
$1.09K - $1.28K
|
4.03K
$305K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$137 - $160
|
5.03K
$381K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2+ 0.05% |
$137 - $160
|
3.98K
$301K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
1+ 0.02% |
$68.3 - $79.8
|
4.32K
$327K
|