Purchases and Sales Made in Q4 2023 in First Trust Industrials/Produc (FXR)
This table provides information about the institutional ownership of First Trust Industrials/Produc (FXR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
226KNew |
$12.1M - $14.7M
|
226K
$17.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
105K+ 29.36% |
$5.6M - $6.84M
|
463K
$35.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
77.3K+ 35.5% |
$4.12M - $5.03M
|
295K
$22.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
37.7K+ 174.0% |
$2.01M - $2.46M
|
59.3K
$4.51M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
33K+ 72.81% |
$1.76M - $2.15M
|
78.3K
$5.96M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
29.4K+ 20.61% |
$1.57M - $1.92M
|
172K
$13.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28K+ 4.76% |
$1.49M - $1.82M
|
616K
$46.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
27.9K+ 2.36% |
$1.49M - $1.82M
|
1.21M
$92.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
23.7KNew |
$1.26M - $1.55M
|
23.7K
$1.8M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
22K+ 45.34% |
$1.17M - $1.43M
|
70.5K
$5.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
20.5KNew |
$1.09M - $1.34M
|
20.5K
$1.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
16.8K+ 8.77% |
$894K - $1.09M
|
208K
$15.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
16.2K+ 47.57% |
$865K - $1.06M
|
50.4K
$3.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.1K+ 5.21% |
$806K - $985K
|
305K
$23.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
15.1K+ 21.12% |
$805K - $984K
|
86.6K
$6.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.38K+ 37.03% |
$500K - $611K
|
34.7K
$2.64M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.21KNew |
$491K - $600K
|
9.21K
$701K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
8.9K+ 40.23% |
$475K - $580K
|
31K
$2.36M
|
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
7.99KNew |
$426K - $520K
|
7.99K
$607K
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
7.12KNew |
$379K - $464K
|
7.12K
$541K
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
6.26KNew |
$334K - $408K
|
6.26K
$476K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.62K+ 2.5% |
$300K - $366K
|
231K
$17.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.23K+ 6.73% |
$279K - $341K
|
82.9K
$6.31M
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
4.68KNew |
$249K - $305K
|
4.68K
$356K
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
4.49KNew |
$239K - $293K
|
4.49K
$341K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.19K+ 12.73% |
$223K - $273K
|
37.1K
$2.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.84KNew |
$205K - $250K
|
3.84K
$292K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.61KNew |
$192K - $235K
|
3.61K
$275K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.38KNew |
$180K - $221K
|
3.38K
$257K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.46K+ 11.26% |
$131K - $160K
|
24.3K
$1.85M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.37K+ 38.77% |
$126K - $154K
|
8.49K
$646K
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
2.35K+ 3.78% |
$125K - $153K
|
64.5K
$4.91M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1.97K+ 71.86% |
$105K - $128K
|
4.7K
$358K
|
|
|
Jan 12, 2024
Q4 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.74K+ 12.89% |
$92.8K - $113K
|
15.2K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.7K+ 42.5% |
$90.6K - $111K
|
5.7K
$434K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.5K+ 12.05% |
$79.9K - $97.6K
|
13.9K
$1.06M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
BUY
|
- |
1.21K+ 13.13% |
$64.6K - $78.9K
|
10.4K
$794K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.18K+ 27.69% |
$62.9K - $76.9K
|
5.44K
$414K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.18K+ 29.78% |
$62.7K - $76.6K
|
5.13K
$390K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
826+ 12.84% |
$44K - $53.8K
|
7.26K
$552K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
734+ 4.2% |
$39.1K - $47.8K
|
18.2K
$1.39M
|
|
|
Jan 23, 2024
Q4 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
649+ 9.51% |
$34.6K - $42.3K
|
7.47K
$568K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
615+ 4.22% |
$32.8K - $40.1K
|
15.2K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
562+ 1518.92% |
$30K - $36.6K
|
599
$45.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
562+ 1518.92% |
$30K - $36.6K
|
599
$45.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
546New |
$29.1K - $35.6K
|
546
$41.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
486+ 0.47% |
$25.9K - $31.7K
|
104K
$7.92M
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
428New |
$22.8K - $27.9K
|
428
$32.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
315+ 1.63% |
$16.8K - $20.5K
|
19.6K
$1.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
210New |
$11.2K - $13.7K
|
210
$16K
|