Purchases and Sales Made in Q2 2023 in First Trust Industrials/Produc (FXR)
This table provides information about the institutional ownership of First Trust Industrials/Produc (FXR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
152K+ 159.16% |
$8.03M - $9.12M
|
247K
$20.3M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
106K+ 137.95% |
$5.61M - $6.36M
|
183K
$15M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
63K+ 368.64% |
$3.33M - $3.79M
|
80.1K
$6.58M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
61.3K+ 10.01% |
$3.25M - $3.68M
|
674K
$55.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
36.3K+ 48.8% |
$1.92M - $2.18M
|
111K
$9.08M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
35.9KNew |
$1.9M - $2.15M
|
35.9K
$2.95M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
35.8K+ 19.63% |
$1.89M - $2.15M
|
218K
$17.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
29.6KNew |
$1.57M - $1.78M
|
29.6K
$2.43M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
24.1K+ 8.58% |
$1.28M - $1.45M
|
305K
$25.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
21.5K+ 12.75% |
$1.14M - $1.29M
|
190K
$15.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
21.4K+ 138.61% |
$1.13M - $1.29M
|
36.8K
$3.03M
|
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
16.3KNew |
$865K - $982K
|
16.3K
$1.34M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
14.9KNew |
$791K - $898K
|
14.9K
$1.23M
|
|
|
Aug 08, 2023
Q2 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
14.2K+ 73.94% |
$754K - $856K
|
33.5K
$2.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.9K+ 61.52% |
$737K - $836K
|
36.5K
$3M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.4K+ 56.31% |
$708K - $803K
|
37.1K
$3.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
13.1KNew |
$692K - $785K
|
13.1K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.8K+ 11.93% |
$627K - $712K
|
111K
$9.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10.8KNew |
$573K - $651K
|
10.8K
$890K
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
10.5K+ 15.32% |
$553K - $628K
|
78.7K
$6.46M
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
8.71K+ 2.9% |
$461K - $524K
|
310K
$25.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Monument Capital Management
|
BUY
|
- |
8.48KNew |
$449K - $509K
|
8.48K
$696K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.92K+ 26.52% |
$367K - $416K
|
33K
$2.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.34K+ 33.22% |
$335K - $381K
|
25.4K
$2.09M
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
BUY
|
- |
4.56K+ 88.63% |
$241K - $274K
|
9.71K
$797K
|
|
|
Jul 11, 2023
Q2 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
3.83KNew |
$203K - $230K
|
3.83K
$315K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.66KNew |
$194K - $220K
|
3.66K
$301K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
3.4KNew |
$180K - $204K
|
3.4K
$279K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.35K+ 58.17% |
$178K - $201K
|
9.12K
$749K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.21K+ 16.33% |
$117K - $133K
|
15.8K
$1.29M
|
|
|
Jul 21, 2023
Q2 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
2.08K+ 13.05% |
$110K - $125K
|
18K
$1.48M
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.66K+ 20.62% |
$88K - $99.9K
|
9.72K
$799K
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.51K+ 2.68% |
$79.7K - $90.4K
|
57.7K
$4.74M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.51K+ 2.68% |
$79.7K - $90.4K
|
57.7K
$4.74M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.36K+ 92.7% |
$71.9K - $81.7K
|
2.83K
$232K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.15K+ 50.31% |
$60.8K - $69K
|
3.43K
$282K
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
857+ 3.55% |
$45.4K - $51.5K
|
25K
$2.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
800+ 6.35% |
$42.4K - $48.1K
|
13.4K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
486+ 1.65% |
$25.7K - $29.2K
|
30K
$2.47M
|
|
|
Aug 04, 2023
Q2 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
457+ 703.08% |
$24.2K - $27.5K
|
522
$42.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
407+ 3.44% |
$21.5K - $24.5K
|
12.2K
$1M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
325+ 52.85% |
$17.2K - $19.5K
|
940
$77.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
243+ 1.12% |
$12.9K - $14.6K
|
22K
$1.81M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
123+ 0.51% |
$6.51K - $7.39K
|
24.1K
$1.98M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
76+ 0.7% |
$4.02K - $4.57K
|
10.9K
$895K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
58New |
$3.07K - $3.49K
|
58
$4.76K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
22+ 0.59% |
$1.16K - $1.32K
|
3.75K
$308K
|
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
BUY
|
- |
18+ 0.14% |
$953 - $1.08K
|
13.1K
$1.07M
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
8+ 0.15% |
$424 - $481
|
5.29K
$434K
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
6+ 0.16% |
$318 - $361
|
3.65K
$300K
|