Purchases and Sales Made in Q3 2022 in First Trust Industrials/Produc (FXR)
This table provides information about the institutional ownership of First Trust Industrials/Produc (FXR) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
313+ 6.21% |
$14.3K - $17.5K
|
5.35K
$440K
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
303New |
$13.9K - $16.9K
|
303
$24.9K
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
186New |
$8.5K - $10.4K
|
186
$15.3K
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
179+ 1.14% |
$8.18K - $9.99K
|
15.8K
$1.3M
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
145+ 1.73% |
$6.63K - $8.09K
|
8.5K
$699K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
131+ 10.36% |
$5.99K - $7.31K
|
1.4K
$115K
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
40+ 3.09% |
$1.83K - $2.23K
|
1.34K
$110K
|
|
Oct 12, 2022
Q3 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
15+ 0.04% |
$686 - $837
|
37.9K
$3.11M
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
5+ 0.2% |
$229 - $279
|
2.5K
$205K
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5+ 0.1% |
$229 - $279
|
4.8K
$394K
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3+ 2.34% |
$137 - $167
|
131
$10.8K
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.22% |
$45.7 - $55.8
|
456
$37.5K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.01% |
$45.7 - $55.8
|
10.4K
$855K
|
|
Nov 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.38% |
$45.7 - $55.8
|
263
$21.6K
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2- 4.17% |
$91.4 - $112
|
46
$3.78K
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-2- 2.63% |
$91.4 - $112
|
74
$6.08K
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-12- 20.0% |
$549 - $670
|
48
$3.94K
|
|
Oct 27, 2022
Q3 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-19- 0.13% |
$869 - $1.06K
|
14.4K
$1.18M
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-63- 1.35% |
$2.88K - $3.52K
|
4.6K
$378K
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-87- 0.37% |
$3.98K - $4.86K
|
23.4K
$1.92M
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-100- 0.83% |
$4.57K - $5.58K
|
11.9K
$981K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-119- 21.6% |
$5.44K - $6.64K
|
432
$35.5K
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-133- 53.63% |
$6.08K - $7.42K
|
115
$9.45K
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-135- 2.55% |
$6.17K - $7.53K
|
5.17K
$424K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-150- 23.11% |
$6.86K - $8.37K
|
499
$41K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-167- 6.86% |
$7.64K - $9.32K
|
2.27K
$186K
|
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-292- 1.84% |
$13.4K - $16.3K
|
15.6K
$1.28M
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-313- 1.23% |
$14.3K - $17.5K
|
25.2K
$2.07M
|
|
Oct 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-314- 2.13% |
$14.4K - $17.5K
|
14.4K
$1.19M
|
|
Oct 26, 2022
Q3 2022
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-476- 1.74% |
$21.8K - $26.6K
|
26.9K
$2.21M
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
SELL
|
- |
-551- 8.69% |
$25.2K - $30.8K
|
5.79K
$476K
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-723- 1.38% |
$33.1K - $40.4K
|
51.7K
$4.24M
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-729- 3.06% |
$33.3K - $40.7K
|
23.1K
$1.9M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-844- 6.3% |
$38.6K - $47.1K
|
12.5K
$1.03M
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1K- 15.32% |
$45.7K - $55.8K
|
5.53K
$454K
|
|
Oct 21, 2022
Q3 2022
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-1.09K- 5.41% |
$49.9K - $60.9K
|
19.1K
$1.57M
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.09K- 9.26% |
$50K - $61.1K
|
10.7K
$880K
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.1K- 4.52% |
$50.1K - $61.2K
|
23.1K
$1.9M
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-1.21K- 94.6% |
$55.2K - $67.4K
|
69
$5.67K
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.33K- 0.99% |
$60.9K - $74.3K
|
133K
$10.9M
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.41K- 4.67% |
$64.6K - $78.9K
|
28.9K
$2.37M
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.55K- 53.16% |
$70.7K - $86.3K
|
1.36K
$112K
|
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-1.73K- 24.84% |
$79.1K - $96.6K
|
5.24K
$430K
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.97K- 3.52% |
$90K - $110K
|
54K
$4.44M
|
|
Nov 14, 2022
Q3 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-2.14K- 16.25% |
$97.8K - $119K
|
11K
$906K
|
|
Jan 02, 2024
Q3 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.22K- 21.38% |
$101K - $124K
|
8.16K
$670K
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.32K- 18.09% |
$106K - $130K
|
10.5K
$864K
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.51K- 7.9% |
$115K - $140K
|
29.3K
$2.41M
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2.61K- 66.78% |
$119K - $145K
|
1.3K
$106K
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.88K- 9.57% |
$132K - $161K
|
27.2K
$2.23M
|