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 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-150- 7.9% |
$8.51K - $9.31K
|
1.75K
$133K
|
|
Oct 16, 2023
Q3 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-159- 0.97% |
$9.02K - $9.87K
|
16.2K
$1.23M
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-270- 87.95% |
$15.3K - $16.8K
|
37
$2.81K
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-270- 87.95% |
$15.3K - $16.8K
|
37
$2.81K
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-275- 2.19% |
$15.6K - $17.1K
|
12.3K
$935K
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-284- 0.78% |
$16.1K - $17.6K
|
36.3K
$2.76M
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-288- 4.72% |
$16.3K - $17.9K
|
5.82K
$443K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-318- 11.26% |
$18K - $19.7K
|
2.51K
$191K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-499- 0.23% |
$28.3K - $31K
|
218K
$16.6M
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-548- 2.01% |
$31.1K - $34K
|
26.8K
$2.04M
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-599Closed |
$34K - $37.2K
|
0
$0
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-656- 2.05% |
$37.2K - $40.7K
|
31.3K
$2.38M
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-808- 10.89% |
$45.8K - $50.1K
|
6.61K
$503K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-822- 11.33% |
$46.6K - $51K
|
6.43K
$489K
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-851- 7.17% |
$48.3K - $52.8K
|
11K
$838K
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-858- 1.56% |
$48.7K - $53.2K
|
54K
$4.11M
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-947- 10.72% |
$53.7K - $58.8K
|
7.88K
$600K
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.16K- 44.11% |
$65.8K - $72K
|
1.47K
$112K
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-1.35K- 27.41% |
$76.7K - $84K
|
3.58K
$273K
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-2.28K- 1.93% |
$129K - $141K
|
116K
$8.8M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3K- 32.92% |
$170K - $186K
|
6.12K
$465K
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-3.11K- 38.57% |
$177K - $193K
|
4.96K
$377K
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-3.29K- 14.59% |
$187K - $204K
|
19.3K
$1.47M
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-3.91K- 10.89% |
$222K - $242K
|
32K
$2.43M
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.03KClosed |
$229K - $250K
|
0
$0
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.54K- 14.33% |
$257K - $282K
|
27.1K
$2.06M
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.37K- 94.41% |
$305K - $333K
|
318
$24.2K
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.86K- 47.51% |
$332K - $364K
|
6.47K
$492K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.67K- 46.19% |
$378K - $414K
|
7.77K
$591K
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6.68K- 55.13% |
$379K - $414K
|
5.43K
$413K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.06K- 44.84% |
$401K - $438K
|
8.69K
$661K
|
|
Nov 09, 2023
Q3 2023
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-8.2K- 11.65% |
$465K - $509K
|
62.2K
$4.73M
|
|
Oct 16, 2023
Q3 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-8.3K- 11.7% |
$471K - $515K
|
62.7K
$4.77M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-8.85K- 14.61% |
$502K - $549K
|
51.7K
$3.94M
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-10.3K- 4.44% |
$584K - $639K
|
222K
$16.9M
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-12.8K- 72.61% |
$727K - $796K
|
4.84K
$368K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-24.2K- 18.92% |
$1.37M - $1.5M
|
104K
$7.88M
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-33.5K- 58.0% |
$1.9M - $2.08M
|
24.2K
$1.84M
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-43.3K- 47.18% |
$2.46M - $2.69M
|
48.5K
$3.69M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-53K- 17.37% |
$3.01M - $3.29M
|
252K
$19.2M
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-58K- 72.37% |
$3.29M - $3.6M
|
22.1K
$1.68M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-93.9K- 13.94% |
$5.33M - $5.83M
|
580K
$44.1M
|