Purchases and Sales Made in Q3 2023 in First Trust Industrials/Produc (FXR)
This table provides information about the institutional ownership of First Trust Industrials/Produc (FXR) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
121K+ 1.01% |
$6.86M - $7.51M
|
12.2M
$924M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
121K+ 6.41% |
$6.85M - $7.49M
|
2M
$152M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
91.5K+ 258.73% |
$5.19M - $5.68M
|
127K
$9.65M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
90K+ 122.44% |
$5.11M - $5.59M
|
164K
$12.4M
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
78.3K+ 99.47% |
$4.44M - $4.86M
|
157K
$11.9M
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
77.7KNew |
$4.41M - $4.82M
|
77.7K
$5.91M
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
73.8K+ 29.88% |
$4.19M - $4.58M
|
321K
$24.4M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
64.5K+ 34.82% |
$3.66M - $4M
|
250K
$19M
|
|
Nov 13, 2023
Q3 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
59.8KNew |
$3.39M - $3.71M
|
59.8K
$4.55M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
46KNew |
$2.61M - $2.85M
|
46K
$3.5M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
41.7K+ 37.72% |
$2.36M - $2.59M
|
152K
$11.6M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
41.1KNew |
$2.33M - $2.55M
|
41.1K
$3.13M
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
32.9KNew |
$1.86M - $2.04M
|
32.9K
$2.5M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
31.6K+ 28.41% |
$1.79M - $1.96M
|
143K
$10.9M
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
25.3K+ 13.84% |
$1.43M - $1.57M
|
208K
$15.8M
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
17.3K+ 58.32% |
$980K - $1.07M
|
46.9K
$3.57M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.6K+ 44.67% |
$940K - $1.03M
|
53.7K
$4.08M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16K+ 17.97% |
$909K - $994K
|
105K
$8M
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
15.1KNew |
$857K - $937K
|
15.1K
$1.15M
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
14K+ 299.51% |
$793K - $868K
|
18.7K
$1.42M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.8K+ 55.32% |
$785K - $859K
|
38.9K
$2.96M
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
12.4KNew |
$705K - $772K
|
12.4K
$946K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.4K+ 68.39% |
$590K - $646K
|
25.6K
$1.95M
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10.2K+ 6.12% |
$577K - $632K
|
177K
$13.4M
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
10K+ 4.68% |
$570K - $624K
|
225K
$17.1M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10K+ 0.52% |
$568K - $621K
|
1.93M
$147M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
10KNew |
$567K - $620K
|
10K
$760K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.33K+ 2.96% |
$473K - $517K
|
290K
$22.1M
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.56KNew |
$429K - $469K
|
7.56K
$575K
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.52K+ 71.25% |
$426K - $466K
|
18.1K
$1.37M
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
7.1K+ 19.27% |
$403K - $440K
|
43.9K
$3.34M
|
|
Oct 16, 2023
Q3 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
6.96K+ 181.73% |
$395K - $432K
|
10.8K
$821K
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.73K+ 38.41% |
$381K - $417K
|
24.2K
$1.84M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
6.64K+ 1.89% |
$377K - $412K
|
358K
$27.2M
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.32K+ 231.67% |
$358K - $392K
|
9.05K
$688K
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.96K+ 0.85% |
$281K - $307K
|
588K
$44.7M
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
4.6KNew |
$261K - $285K
|
4.6K
$350K
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.47K+ 35.94% |
$253K - $277K
|
16.9K
$1.29M
|
|
Nov 13, 2023
Q3 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
4.44K+ 1.43% |
$252K - $275K
|
314K
$23.9M
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.05KNew |
$230K - $252K
|
4.05K
$308K
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4KNew |
$227K - $248K
|
4K
$304K
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.21K+ 14.58% |
$182K - $199K
|
25.2K
$1.92M
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.54K+ 16.98% |
$144K - $157K
|
17.5K
$1.33M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.29K+ 11.83% |
$130K - $142K
|
21.7K
$1.65M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.95KNew |
$111K - $121K
|
1.95K
$148K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.76K+ 1.16% |
$99.6K - $109K
|
153K
$11.6M
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.64K+ 2.34% |
$92.7K - $101K
|
71.5K
$5.44M
|
|
Nov 13, 2023
Q3 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.59K+ 5.41% |
$90.3K - $98.8K
|
31K
$2.36M
|
|
Oct 23, 2023
Q3 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.53K+ 4.56% |
$86.5K - $94.7K
|
35K
$2.66M
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.46K+ 0.77% |
$82.9K - $90.7K
|
191K
$14.5M
|