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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
1.15K+ 72.4% |
$65.2K - $71.3K
|
2.74K
$208K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.09K+ 3.31% |
$62K - $67.9K
|
34.1K
$2.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
1.02K+ 1.17% |
$57.8K - $63.3K
|
88.5K
$6.73M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
942+ 7.34% |
$53.4K - $58.5K
|
13.8K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
919+ 8.09% |
$52.1K - $57K
|
12.3K
$934K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
907+ 18.73% |
$51.4K - $56.3K
|
5.75K
$437K
|
|
|
Nov 13, 2023
Q3 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
891+ 15.02% |
$50.5K - $55.3K
|
6.82K
$519K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
889+ 18.37% |
$50.4K - $55.2K
|
5.73K
$436K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
816+ 5.93% |
$46.3K - $50.6K
|
14.6K
$1.11M
|
|
|
Oct 25, 2023
Q3 2023
|
Monument Capital Management
|
BUY
|
- |
751+ 8.86% |
$42.6K - $46.6K
|
9.23K
$702K
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
567+ 2.49% |
$32.2K - $35.2K
|
23.4K
$1.78M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
500New |
$28.4K - $31K
|
500
$38K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
470+ 12.4% |
$26.7K - $29.2K
|
4.26K
$324K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
409+ 7.62% |
$23.2K - $25.4K
|
5.78K
$440K
|
|
|
Nov 08, 2023
Q3 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
400+ 2.99% |
$22.7K - $24.8K
|
13.8K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
390+ 3.6% |
$22.1K - $24.2K
|
11.2K
$854K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
321+ 1.07% |
$18.2K - $19.9K
|
30.3K
$2.31M
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
317New |
$18K - $19.7K
|
317
$24.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
236+ 2.43% |
$13.4K - $14.6K
|
9.96K
$758K
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
230New |
$13K - $14.3K
|
230
$17.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
196+ 5.22% |
$11.1K - $12.2K
|
3.95K
$300K
|
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
BUY
|
- |
182+ 1.39% |
$10.3K - $11.3K
|
13.3K
$1.01M
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
136+ 1.04% |
$7.71K - $8.44K
|
13.2K
$1M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
115+ 6.71% |
$6.52K - $7.14K
|
1.83K
$139K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
110+ 11.7% |
$6.24K - $6.83K
|
1.05K
$79.9K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
99+ 2.69% |
$5.61K - $6.14K
|
3.79K
$288K
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
70New |
$3.97K - $4.34K
|
70
$5.32K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
36New |
$2.04K - $2.23K
|
36
$2.74K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
12New |
$681 - $745
|
12
$913
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3+ 0.06% |
$170 - $186
|
4.66K
$355K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3New |
$170 - $186
|
3
$228
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 0.17% |
$113 - $124
|
1.15K
$87.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.53% |
$56.7 - $62.1
|
188
$14.3K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.22% |
$56.7 - $62.1
|
460
$35K
|
|
|
Oct 24, 2023
Q3 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
1+ 0.02% |
$56.7 - $62.1
|
4.01K
$305K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.17% |
$56.7 - $62.1
|
575
$43.7K
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-1- 0.43% |
$56.7 - $62.1
|
230
$17.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-6- 0.03% |
$340 - $372
|
19.6K
$1.49M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-16- 0.32% |
$907 - $993
|
5.03K
$383K
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-21- 32.31% |
$1.19K - $1.3K
|
44
$3.35K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-26- 0.12% |
$1.47K - $1.61K
|
21.9K
$1.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-37- 1.08% |
$2.1K - $2.3K
|
3.4K
$258K
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-38- 0.58% |
$2.15K - $2.36K
|
6.54K
$497K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-56- 0.32% |
$3.18K - $3.47K
|
17.4K
$1.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-74- 0.29% |
$4.2K - $4.59K
|
25.3K
$1.93M
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-85- 2.61% |
$4.82K - $5.27K
|
3.17K
$241K
|
|
|
Oct 17, 2023
Q3 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-111- 0.62% |
$6.29K - $6.89K
|
17.9K
$1.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-122- 2.6% |
$6.92K - $7.57K
|
4.57K
$348K
|
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-134- 1.05% |
$7.6K - $8.31K
|
12.7K
$963K
|
|
|
Oct 24, 2023
Q3 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-143- 1.05% |
$8.11K - $8.87K
|
13.5K
$1.03M
|