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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
199+ 5.86% |
$10.6K - $13K
|
3.6K
$273K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
177+ 1.34% |
$9.44K - $11.5K
|
13.4K
$1.02M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
157+ 1.74% |
$8.37K - $10.2K
|
9.21K
$700K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
100+ 0.89% |
$5.33K - $6.52K
|
11.3K
$861K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
90New |
$4.8K - $5.86K
|
90
$6.85K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12+ 0.1% |
$640 - $782
|
12.3K
$935K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
12+ 12.0% |
$640 - $782
|
112
$8.52K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.35% |
$107 - $130
|
577
$43.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.22% |
$53.3 - $65.2
|
461
$35.1K
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
1+ 0.02% |
$53.3 - $65.2
|
4.01K
$305K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9- 0.49% |
$480 - $586
|
1.82K
$138K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-11- 0.09% |
$586 - $717
|
12.3K
$934K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-27- 2.34% |
$1.44K - $1.76K
|
1.13K
$85.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-36- 0.56% |
$1.92K - $2.35K
|
6.44K
$490K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-70- 0.03% |
$3.73K - $4.56K
|
252K
$19.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-71- 1.88% |
$3.79K - $4.63K
|
3.72K
$283K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-84- 1.45% |
$4.48K - $5.47K
|
5.7K
$433K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-100- 1.74% |
$5.33K - $6.52K
|
5.65K
$430K
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-100- 0.56% |
$5.33K - $6.52K
|
17.8K
$1.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-100- 1.16% |
$5.33K - $6.52K
|
8.55K
$650K
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-100- 1.16% |
$5.33K - $6.52K
|
8.52K
$648K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-118- 1.67% |
$6.29K - $7.69K
|
6.95K
$529K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-140- 3.0% |
$7.46K - $9.12K
|
4.52K
$344K
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-198- 3.03% |
$10.6K - $12.9K
|
6.34K
$482K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-201- 1.83% |
$10.7K - $13.1K
|
10.8K
$822K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-241- 47.35% |
$12.8K - $15.7K
|
268
$20.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-251- 51.54% |
$13.4K - $16.4K
|
236
$18K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-260- 24.76% |
$13.9K - $16.9K
|
790
$60.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-278- 18.91% |
$14.8K - $18.1K
|
1.19K
$90.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-339- 4.48% |
$18.1K - $22.1K
|
7.22K
$549K
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-392- 1.12% |
$20.9K - $25.5K
|
34.6K
$2.63M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-433- 3.97% |
$23.1K - $28.2K
|
10.5K
$796K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-443- 7.73% |
$23.6K - $28.9K
|
5.29K
$402K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-538- 1.77% |
$28.7K - $35.1K
|
29.8K
$2.27M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-542- 3.11% |
$28.9K - $35.3K
|
16.9K
$1.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-555- 7.14% |
$29.6K - $36.2K
|
7.22K
$549K
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-557- 2.84% |
$29.7K - $36.3K
|
19.1K
$1.45M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-581- 29.78% |
$31K - $37.9K
|
1.37K
$104K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-616- 1.14% |
$32.8K - $40.1K
|
53.4K
$4.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-635- 2.52% |
$33.9K - $41.4K
|
24.5K
$1.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-643- 2.07% |
$34.3K - $41.9K
|
30.4K
$2.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-667- 2.6% |
$35.6K - $43.5K
|
25K
$1.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-745- 3.84% |
$39.7K - $48.5K
|
18.7K
$1.42M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-834- 2.66% |
$44.5K - $54.3K
|
30.5K
$2.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-850- 8.5% |
$45.3K - $55.4K
|
9.15K
$696K
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-981- 9.85% |
$52.3K - $63.9K
|
8.98K
$683K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.05K- 13.29% |
$55.9K - $68.3K
|
6.84K
$520K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.08K- 43.2% |
$57.7K - $70.6K
|
1.42K
$108K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.26K- 14.46% |
$67K - $81.8K
|
7.43K
$565K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.46K- 22.02% |
$77.6K - $94.8K
|
5.15K
$392K
|