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 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
2.92K+ 39.43% |
$168K - $184K
|
10.3K
$787K
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2.9KNew |
$167K - $183K
|
2.9K
$221K
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
2.7K+ 0.72% |
$156K - $170K
|
379K
$28.8M
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.53K+ 19.06% |
$146K - $160K
|
15.8K
$1.2M
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.47K+ 31.7% |
$142K - $156K
|
10.3K
$782K
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.29K+ 30.65% |
$132K - $144K
|
9.77K
$743K
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2KNew |
$115K - $126K
|
2K
$152K
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
1.81K+ 8.55% |
$104K - $114K
|
23K
$1.75M
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.68K+ 8.06% |
$96.6K - $106K
|
22.5K
$1.71M
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.6KNew |
$92.1K - $101K
|
1.6K
$122K
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.47K+ 71.5% |
$84.8K - $92.8K
|
3.53K
$269K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.38K+ 9.7% |
$79.5K - $87K
|
15.6K
$1.19M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.3K+ 33.45% |
$74.6K - $81.7K
|
5.17K
$394K
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.19KNew |
$68.2K - $74.7K
|
1.19K
$90.1K
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
995+ 1.2% |
$57.3K - $62.7K
|
83.7K
$6.37M
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
920+ 1.86% |
$52.9K - $58K
|
50.3K
$3.83M
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
812+ 3.25% |
$46.7K - $51.2K
|
25.8K
$1.96M
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
731+ 33.21% |
$42.1K - $46.1K
|
2.93K
$223K
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
687New |
$39.5K - $43.3K
|
687
$52.3K
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
589+ 7.98% |
$33.9K - $37.1K
|
7.97K
$606K
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
562New |
$32.3K - $35.4K
|
562
$42.8K
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
552+ 0.94% |
$31.8K - $34.8K
|
59.4K
$4.52M
|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
426+ 2.46% |
$24.5K - $26.8K
|
17.7K
$1.35M
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
416New |
$23.9K - $26.2K
|
416
$31.6K
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
396+ 7.59% |
$22.8K - $24.9K
|
5.61K
$427K
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
278+ 140.4% |
$16K - $17.5K
|
476
$36.2K
|
|
Feb 09, 2022
Q4 2021
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
260+ 0.87% |
$15K - $16.4K
|
30.3K
$2.3M
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
236New |
$13.6K - $14.9K
|
236
$18K
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
210+ 1.7% |
$12.1K - $13.2K
|
12.6K
$958K
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
207+ 3.93% |
$11.9K - $13K
|
5.48K
$416K
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
200+ 28.82% |
$11.5K - $12.6K
|
894
$68K
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
176+ 2.65% |
$10.1K - $11.1K
|
6.82K
$519K
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
134New |
$7.71K - $8.44K
|
134
$10.2K
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
96+ 36.23% |
$5.52K - $6.05K
|
361
$27.5K
|
|
Feb 08, 2022
Q4 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
85+ 0.33% |
$4.89K - $5.36K
|
26K
$1.98M
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
50+ 416.67% |
$2.88K - $3.15K
|
62
$4.72K
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
39+ 0.95% |
$2.24K - $2.46K
|
4.13K
$314K
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
27+ 27.0% |
$1.55K - $1.7K
|
127
$9.66K
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
25+ 0.09% |
$1.44K - $1.58K
|
26.5K
$2.02M
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
21+ 0.14% |
$1.21K - $1.32K
|
15.4K
$1.17M
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15+ 3.04% |
$863 - $945
|
508
$38.6K
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3+ 0.06% |
$173 - $189
|
4.78K
$364K
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
3+ 0.12% |
$173 - $189
|
2.49K
$189K
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2+ 0.14% |
$115 - $126
|
1.39K
$106K
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.16% |
$115 - $126
|
1.27K
$96.9K
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.18% |
$57.5 - $63
|
568
$43.2K
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-5- 4.27% |
$288 - $315
|
112
$8.52K
|
|
Feb 14, 2022
Q4 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-15- 1.42% |
$863 - $945
|
1.04K
$79K
|
|
Jan 31, 2022
Q4 2021
|
Spc Financial, Inc.
|
SELL
|
- |
-15- 0.1% |
$863 - $945
|
14.7K
$1.12M
|
|
Feb 03, 2022
Q4 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-16- 0.23% |
$921 - $1.01K
|
6.85K
$521K
|