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 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.64K- 28.22% |
$87.5K - $107K
|
4.18K
$318K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.74K- 4.79% |
$92.7K - $113K
|
34.5K
$2.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.05K- 1.34% |
$109K - $134K
|
151K
$11.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-2.1K- 7.84% |
$112K - $137K
|
24.7K
$1.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-2.73K- 8.54% |
$145K - $178K
|
29.2K
$2.22M
|
|
|
Jan 22, 2024
Q4 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-2.82K- 26.11% |
$150K - $184K
|
7.98K
$607K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-3.25K- 35.1% |
$173K - $212K
|
6.01K
$457K
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
SELL
|
- |
-3.95K- 29.8% |
$211K - $257K
|
9.31K
$708K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.35K- 2.09% |
$232K - $284K
|
204K
$15.5M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-4.55K- 1.45% |
$243K - $297K
|
310K
$23.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-4.64K- 17.46% |
$247K - $302K
|
21.9K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-5.6K- 40.58% |
$299K - $365K
|
8.2K
$624K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.72K- 21.1% |
$305K - $373K
|
21.4K
$1.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.15K- 32.98% |
$328K - $401K
|
12.5K
$951K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.73K- 27.75% |
$359K - $438K
|
17.5K
$1.33M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-10K- 55.64% |
$536K - $655K
|
8.01K
$610K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-10.3K- 4.63% |
$547K - $669K
|
212K
$16.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-11.4K- 0.59% |
$608K - $744K
|
1.92M
$146M
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-12.2K- 75.65% |
$652K - $797K
|
3.94K
$300K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-15.4K- 32.92% |
$823K - $1.01M
|
31.5K
$2.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-19.5K- 44.5% |
$1.04M - $1.27M
|
24.4K
$1.85M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-19.6K- 83.85% |
$1.04M - $1.28M
|
3.77K
$287K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-20.6K- 13.12% |
$1.1M - $1.34M
|
136K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-24.6K- 45.84% |
$1.31M - $1.6M
|
29.1K
$2.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-24.8K- 60.3% |
$1.32M - $1.62M
|
16.3K
$1.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-25.6K- 14.52% |
$1.37M - $1.67M
|
151K
$11.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-35.4K- 68.36% |
$1.89M - $2.3M
|
16.4K
$1.25M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-39.4K- 25.87% |
$2.1M - $2.57M
|
113K
$8.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-40.8K- 38.8% |
$2.18M - $2.66M
|
64.4K
$4.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-42.3K- 7.29% |
$2.25M - $2.75M
|
538K
$40.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-42.4K- 92.22% |
$2.26M - $2.76M
|
3.58K
$272K
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-43.2K- 48.82% |
$2.3M - $2.82M
|
45.3K
$3.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-48.6K- 38.35% |
$2.59M - $3.17M
|
78.2K
$5.95M
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-51.7K- 82.44% |
$2.75M - $3.37M
|
11K
$837K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-55.2K- 2.79% |
$2.94M - $3.6M
|
1.92M
$146M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-68.3K- 59.08% |
$3.64M - $4.45M
|
47.3K
$3.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-68.6K- 41.12% |
$3.66M - $4.47M
|
98.3K
$7.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-80.4K- 4.01% |
$4.29M - $5.24M
|
1.92M
$146M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-82.2K- 50.26% |
$4.38M - $5.36M
|
81.4K
$6.19M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-84.1K- 33.68% |
$4.48M - $5.48M
|
166K
$12.6M
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-96.9K- 30.21% |
$5.17M - $6.32M
|
224K
$17M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-223K- 98.46% |
$11.9M - $14.5M
|
3.49K
$265K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.36M- 11.21% |
$72.6M - $88.8M
|
10.8M
$821M
|