Purchases and Sales Made in Q4 2021 in First Trust Industrials/Produc (FXR)
This table provides information about the institutional ownership of First Trust Industrials/Produc (FXR) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
143K+ 5.31% |
$8.24M - $9.02M
|
2.84M
$216M
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
118K+ 5875.77% |
$6.78M - $7.43M
|
120K
$9.12M
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
112K+ 4.35% |
$6.46M - $7.07M
|
2.69M
$205M
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
109K+ 2011.4% |
$6.27M - $6.86M
|
114K
$8.7M
|
|
Feb 04, 2022
Q4 2021
|
Crumly & Associates Inc.
|
BUY
|
- |
76.8K+ 1608.46% |
$4.42M - $4.84M
|
81.6K
$6.2M
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
67.6KNew |
$3.89M - $4.26M
|
67.6K
$5.15M
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
49.8K+ 18.04% |
$2.87M - $3.14M
|
326K
$24.8M
|
|
Nov 17, 2023
Q4 2021
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
35.5KNew |
$2.04M - $2.24M
|
35.5K
$2.7M
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
33.5K+ 47.48% |
$1.93M - $2.11M
|
104K
$7.92M
|
|
Mar 11, 2022
Q4 2021
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
27.3KNew |
$1.57M - $1.72M
|
27.3K
$2.08M
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
21.5KNew |
$1.24M - $1.36M
|
21.5K
$1.64M
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
21.4K+ 9.91% |
$1.23M - $1.35M
|
238K
$18.1M
|
|
Jun 08, 2022
Q4 2021
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
21.4KNew |
$1.23M - $1.35M
|
21.4K
$1.63M
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
16.9K+ 6.07% |
$971K - $1.06M
|
295K
$22.4M
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
16.8KNew |
$966K - $1.06M
|
16.8K
$1.28M
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
16.6K+ 667.35% |
$955K - $1.05M
|
19.1K
$1.45M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.3KNew |
$825K - $904K
|
14.3K
$1.09M
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
13.5K+ 7.0% |
$779K - $853K
|
207K
$15.7M
|
|
Jan 19, 2022
Q4 2021
|
Purus Wealth Management, LLC
|
BUY
|
- |
13.5KNew |
$777K - $851K
|
13.5K
$1.03M
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.3K+ 12.19% |
$711K - $778K
|
114K
$8.65M
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
11.8K+ 8.15% |
$679K - $744K
|
157K
$11.9M
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.5KNew |
$662K - $725K
|
11.5K
$875K
|
|
Feb 23, 2022
Q4 2021
|
Bullseye Investment Management, LLC
|
BUY
|
- |
11KNew |
$630K - $690K
|
11K
$833K
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.88K+ 63.64% |
$511K - $560K
|
22.8K
$1.74M
|
|
Jan 26, 2022
Q4 2021
|
S.C. Financial Services, Inc.
|
BUY
|
- |
6.76KNew |
$389K - $426K
|
6.76K
$514K
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.62K+ 15.8% |
$381K - $417K
|
48.5K
$3.69M
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.59K+ 4.19% |
$379K - $415K
|
164K
$12.4M
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.07K+ 13.19% |
$349K - $382K
|
52.1K
$3.96M
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
5.93KNew |
$341K - $373K
|
5.93K
$451K
|
|
Feb 14, 2022
Q4 2021
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
5.68KNew |
$327K - $358K
|
5.68K
$432K
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
5.61K+ 345.63% |
$323K - $354K
|
7.24K
$551K
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
5.39KNew |
$310K - $340K
|
5.39K
$410K
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
5.29KNew |
$304K - $333K
|
5.29K
$402K
|
|
Feb 07, 2022
Q4 2021
|
Neirg Wealth Management, LLC
|
BUY
|
- |
5.24KNew |
$301K - $330K
|
5.24K
$398K
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5K+ 17.93% |
$288K - $315K
|
32.9K
$2.5M
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
4.82KNew |
$277K - $303K
|
4.82K
$366K
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.64KNew |
$267K - $292K
|
4.64K
$353K
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.5KNew |
$259K - $284K
|
4.5K
$343K
|
|
Jan 31, 2022
Q4 2021
|
1776 Wealth LLC
|
BUY
|
- |
4.43KNew |
$255K - $279K
|
4.43K
$337K
|
|
Feb 10, 2022
Q4 2021
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
4.24KNew |
$244K - $267K
|
4.24K
$322K
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
4.2KNew |
$242K - $265K
|
4.2K
$320K
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
4.19K+ 1.73% |
$241K - $264K
|
247K
$18.8M
|
|
Jan 28, 2022
Q4 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
3.99KNew |
$230K - $252K
|
3.99K
$304K
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.81K+ 3.14% |
$219K - $240K
|
125K
$9.5M
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.73K+ 27.23% |
$215K - $235K
|
17.4K
$1.33M
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.63K+ 21.47% |
$209K - $229K
|
20.5K
$1.56M
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.38KNew |
$195K - $213K
|
3.38K
$257K
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.37K+ 1.44% |
$194K - $213K
|
238K
$18.1M
|
|
Jan 14, 2022
Q4 2021
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
3.19K+ 16.43% |
$184K - $201K
|
22.6K
$1.72M
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
2.98K+ 6.52% |
$172K - $188K
|
48.7K
$3.7M
|