Purchases and Sales Made in Q3 2024 in First Trust Industrials/Produc (FXR)
This table provides information about the institutional ownership of First Trust Industrials/Produc (FXR) during Q3 2024. 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 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
121+ 3.62% |
$8.09K - $9.17K
|
3.46K
$284K
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
50+ 0.61% |
$3.34K - $3.79K
|
8.22K
$675K
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
33+ 0.3% |
$2.21K - $2.5K
|
11.1K
$911K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
27+ 0.29% |
$1.8K - $2.05K
|
9.25K
$760K
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
23+ 0.06% |
$1.54K - $1.74K
|
36K
$2.96M
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3+ 0.07% |
$201 - $227
|
4.53K
$372K
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.17% |
$66.9 - $75.8
|
580
$47.6K
|
|
Oct 11, 2024
Q3 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
1+ 0.02% |
$66.9 - $75.8
|
4.56K
$374K
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.43% |
$66.9 - $75.8
|
232
$19.1K
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-8- 0.16% |
$535 - $606
|
5.03K
$413K
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-9- 0.83% |
$602 - $682
|
1.08K
$88.8K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-34- 1.98% |
$2.27K - $2.58K
|
1.68K
$138K
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-36- 62.07% |
$2.41K - $2.73K
|
22
$1.81K
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-36- 1.2% |
$2.41K - $2.73K
|
2.95K
$243K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-42- 1.01% |
$2.81K - $3.18K
|
4.12K
$338K
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-45- 1.32% |
$3.01K - $3.41K
|
3.36K
$276K
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-49- 1.61% |
$3.28K - $3.71K
|
3K
$246K
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-50- 1.05% |
$3.34K - $3.79K
|
4.7K
$386K
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-55- 20.52% |
$3.68K - $4.17K
|
213
$17.5K
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-79- 0.52% |
$5.28K - $5.99K
|
15K
$1.24M
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-112- 1.59% |
$7.49K - $8.49K
|
6.94K
$570K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-121- 2.18% |
$8.09K - $9.17K
|
5.42K
$445K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-147- 14.01% |
$9.83K - $11.1K
|
902
$74.1K
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-190- 3.54% |
$12.7K - $14.4K
|
5.17K
$425K
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-247- 2.48% |
$16.5K - $18.7K
|
9.71K
$798K
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-341- 3.43% |
$22.8K - $25.8K
|
9.59K
$788K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-358- 8.88% |
$23.9K - $27.1K
|
3.68K
$302K
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-404- 11.44% |
$27K - $30.6K
|
3.13K
$257K
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-410- 7.95% |
$27.4K - $31.1K
|
4.75K
$390K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-411- 1.67% |
$27.5K - $31.1K
|
24.3K
$1.99M
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-414- 6.43% |
$27.7K - $31.4K
|
6.02K
$495K
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-447- 7.31% |
$29.9K - $33.9K
|
5.67K
$466K
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-450- 43.9% |
$30.1K - $34.1K
|
575
$47.2K
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-485- 1.34% |
$32.4K - $36.7K
|
35.8K
$2.94M
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-620- 18.26% |
$41.4K - $47K
|
2.78K
$228K
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-630- 5.15% |
$42.1K - $47.7K
|
11.6K
$954K
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-700- 50.0% |
$46.8K - $53K
|
700
$57.5K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-825- 11.31% |
$55.2K - $62.5K
|
6.47K
$532K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.13K- 23.49% |
$75.3K - $85.3K
|
3.67K
$301K
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-1.29K- 19.08% |
$86.2K - $97.7K
|
5.47K
$449K
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.32K- 14.29% |
$88.1K - $99.9K
|
7.91K
$649K
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.36K- 4.58% |
$91K - $103K
|
28.4K
$2.33M
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.43K- 24.29% |
$95.5K - $108K
|
4.45K
$366K
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-1.49K- 1.65% |
$99.6K - $113K
|
88.6K
$7.28M
|
|
Nov 12, 2024
Q3 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-1.64K- 19.94% |
$110K - $125K
|
6.6K
$542K
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-1.72K- 6.24% |
$115K - $130K
|
25.8K
$2.12M
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.83K- 13.77% |
$122K - $138K
|
11.4K
$940K
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.89K- 39.2% |
$126K - $143K
|
2.93K
$241K
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
SELL
|
- |
-2.7K- 3.87% |
$181K - $205K
|
67.1K
$5.52M
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-2.97K- 30.8% |
$199K - $225K
|
6.68K
$548K
|