Purchases and Sales Made in Q3 2021 in First Trust Industrials/Produc (FXR)
This table provides information about the institutional ownership of First Trust Industrials/Produc (FXR) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 19, 2021
Q3 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
835+ 2.16% |
$47.5K - $51.5K
|
39.6K
$3.01M
|
|
Nov 05, 2021
Q3 2021
|
Spc Financial, Inc.
|
BUY
|
- |
781+ 5.6% |
$44.4K - $48.1K
|
14.7K
$1.12M
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
741+ 1.8% |
$42.1K - $45.7K
|
41.9K
$3.18M
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
739+ 0.51% |
$42K - $45.6K
|
145K
$11M
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
649New |
$36.9K - $40K
|
649
$49.4K
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
567New |
$32.2K - $34.9K
|
567
$43.1K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
532+ 24.17% |
$30.3K - $32.8K
|
2.73K
$208K
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
502+ 7.65% |
$28.5K - $30.9K
|
7.07K
$538K
|
|
Sep 21, 2023
Q3 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
350New |
$19.9K - $21.6K
|
350
$26.6K
|
|
Oct 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
326+ 1.94% |
$18.5K - $20.1K
|
17.1K
$1.3M
|
|
Nov 10, 2021
Q3 2021
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
295+ 0.99% |
$16.8K - $18.2K
|
30K
$2.28M
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
207+ 5.33% |
$11.8K - $12.8K
|
4.09K
$311K
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
187+ 2.6% |
$10.6K - $11.5K
|
7.38K
$561K
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
185+ 36.35% |
$10.5K - $11.4K
|
694
$52.8K
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
173+ 0.64% |
$9.84K - $10.7K
|
27.1K
$2.06M
|
|
Nov 15, 2021
Q3 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
167+ 1.52% |
$9.5K - $10.3K
|
11.1K
$846K
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
152+ 4.3% |
$8.64K - $9.37K
|
3.68K
$280K
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
100+ 1.84% |
$5.69K - $6.16K
|
5.52K
$420K
|
|
Nov 12, 2021
Q3 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
98+ 0.64% |
$5.57K - $6.04K
|
15.4K
$1.18M
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
60New |
$3.41K - $3.7K
|
60
$4.56K
|
|
Nov 12, 2021
Q3 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
50+ 0.55% |
$2.84K - $3.08K
|
9.12K
$694K
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
24New |
$1.36K - $1.48K
|
24
$1.83K
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
10+ 0.06% |
$569 - $616
|
15.4K
$1.17M
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3+ 0.06% |
$171 - $185
|
4.78K
$364K
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.08% |
$114 - $123
|
2.48K
$189K
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2+ 0.07% |
$114 - $123
|
3.08K
$234K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 0.06% |
$114 - $123
|
3.15K
$240K
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1+ 1.01% |
$56.9 - $61.6
|
100
$7.61K
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.22% |
$56.9 - $61.6
|
453
$34.5K
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.08% |
$56.9 - $61.6
|
1.27K
$96.8K
|
|
Nov 15, 2021
Q3 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-6- 0.57% |
$341 - $370
|
1.05K
$80.1K
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7- 0.06% |
$398 - $431
|
12.4K
$942K
|
|
Oct 21, 2021
Q3 2021
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-33- 0.36% |
$1.88K - $2.03K
|
9.13K
$695K
|
|
Oct 28, 2021
Q3 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-37- 0.25% |
$2.1K - $2.28K
|
14.6K
$1.11M
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-100- 56.18% |
$5.69K - $6.16K
|
78
$5.93K
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-105- 1.4% |
$5.97K - $6.47K
|
7.42K
$564K
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-129- 2.39% |
$7.34K - $7.95K
|
5.27K
$401K
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-252- 6.1% |
$14.3K - $15.5K
|
3.88K
$295K
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-261- 93.21% |
$14.8K - $16.1K
|
19
$1.45K
|
|
Nov 05, 2021
Q3 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-269- 3.77% |
$15.3K - $16.6K
|
6.87K
$522K
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-358- 5.13% |
$20.4K - $22.1K
|
6.62K
$504K
|
|
Nov 10, 2021
Q3 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-394- 2.02% |
$22.4K - $24.3K
|
19.1K
$1.46M
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-632- 76.14% |
$35.9K - $39K
|
198
$15.1K
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-844- 3.89% |
$48K - $52K
|
20.8K
$1.58M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-850- 39.61% |
$48.3K - $52.4K
|
1.3K
$98.6K
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.1K- 15.0% |
$62.7K - $68K
|
6.25K
$476K
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.12K- 7.56% |
$63.6K - $69K
|
13.7K
$1.04M
|
|
Jan 02, 2024
Q3 2021
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.44K- 7.7% |
$82K - $88.9K
|
17.3K
$1.32M
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.5K- 29.02% |
$85.4K - $92.6K
|
3.67K
$279K
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.81K- 5.53% |
$103K - $112K
|
30.9K
$2.35M
|