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 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.59K- 17.72% |
$109K - $127K
|
7.39K
$559K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.72K- 14.95% |
$117K - $137K
|
9.78K
$740K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.91K- 1.02% |
$131K - $153K
|
186K
$14.1M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.05K- 4.58% |
$140K - $163K
|
42.6K
$3.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.37K- 1.64% |
$162K - $189K
|
142K
$10.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.45K- 2.95% |
$167K - $195K
|
80.4K
$6.09M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.81KClosed |
$192K - $224K
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.03K- 7.46% |
$207K - $242K
|
37.6K
$2.84M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-3.79K- 37.73% |
$259K - $302K
|
6.25K
$473K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.22K- 14.16% |
$288K - $337K
|
25.6K
$1.94M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.94K- 9.11% |
$338K - $395K
|
49.3K
$3.73M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-5.9K- 2.09% |
$403K - $471K
|
277K
$21M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.99K- 2.27% |
$409K - $478K
|
258K
$19.6M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-9.46K- 44.92% |
$646K - $755K
|
11.6K
$878K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-9.72K- 1.39% |
$664K - $776K
|
688K
$52.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-10.1K- 14.34% |
$692K - $808K
|
60.5K
$4.58M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-10.4K- 28.22% |
$710K - $830K
|
26.5K
$2M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.9K- 26.94% |
$745K - $871K
|
29.6K
$2.24M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11.3K- 12.93% |
$775K - $905K
|
76.4K
$5.78M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-11.5K- 45.85% |
$782K - $914K
|
13.5K
$1.02M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-12.6K- 6.92% |
$861K - $1.01M
|
169K
$12.8M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-15.4K- 15.41% |
$1.05M - $1.23M
|
84.4K
$6.38M
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-18.1K- 52.72% |
$1.24M - $1.45M
|
16.3K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-19.7K- 1.47% |
$1.34M - $1.57M
|
1.32M
$100M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-22.7K- 47.17% |
$1.55M - $1.81M
|
25.5K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-31K- 11.05% |
$2.12M - $2.47M
|
250K
$18.9M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-79.3K- 0.75% |
$5.42M - $6.33M
|
10.5M
$796M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-87.2K- 11.46% |
$5.95M - $6.96M
|
673K
$51M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-103K- 5.04% |
$7.06M - $8.25M
|
1.95M
$148M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-261K- 14.39% |
$17.8M - $20.8M
|
1.55M
$117M
|