Purchases and Sales Made in Q4 2024 in First Trust Industrials/Produc (FXR)
This table provides information about the institutional ownership of First Trust Industrials/Produc (FXR) during Q4 2024. 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 29, 2025
Q4 2024
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
81.6KNew |
$6.1M - $6.79M
|
81.6K
$6.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
14.7K+ 6.16% |
$1.1M - $1.23M
|
254K
$19.9M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.01KNew |
$300K - $334K
|
4.01K
$315K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
3.97K+ 22.29% |
$297K - $331K
|
21.8K
$1.71M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.96KNew |
$296K - $330K
|
3.96K
$311K
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
3.36KNew |
$251K - $280K
|
3.36K
$264K
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
3.07K+ 26.11% |
$230K - $256K
|
14.8K
$1.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.72KNew |
$203K - $226K
|
2.72K
$213K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.99KNew |
$148K - $165K
|
1.99K
$156K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.04K+ 4.91% |
$77.5K - $86.3K
|
22.1K
$1.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
847+ 24.49% |
$63.4K - $70.5K
|
4.31K
$338K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
827New |
$61.9K - $68.9K
|
827
$64.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
601+ 3.08% |
$45K - $50K
|
20.1K
$1.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
516+ 3.02% |
$38.6K - $43K
|
17.6K
$1.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
442+ 5.59% |
$33.1K - $36.8K
|
8.35K
$655K
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
417+ 2.77% |
$31.2K - $34.7K
|
15.5K
$1.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
261+ 1.36% |
$19.5K - $21.7K
|
19.4K
$1.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
131New |
$9.8K - $10.9K
|
131
$10.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
111New |
$8.3K - $9.24K
|
111
$8.71K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
84+ 1.32% |
$6.28K - $6.99K
|
6.45K
$507K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
6+ 0.1% |
$449 - $500
|
6.24K
$490K
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
2+ 0.04% |
$150 - $167
|
4.56K
$358K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$150 - $167
|
5.03K
$395K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1+ 0.01% |
$74.8 - $83.3
|
11.6K
$911K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.24% |
$74.8 - $83.3
|
423
$33.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-1- 4.55% |
$74.8 - $83.3
|
21
$1.65K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-105- 12.27% |
$7.86K - $8.74K
|
751
$59K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-117- 2.26% |
$8.75K - $9.74K
|
5.06K
$397K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-222- 13.21% |
$16.6K - $18.5K
|
1.46K
$115K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-242- 1.59% |
$18.1K - $20.2K
|
15K
$1.18M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-357- 53.77% |
$26.7K - $29.7K
|
307
$24.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-374- 3.9% |
$28K - $31.1K
|
9.22K
$724K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-554- 12.22% |
$41.4K - $46.1K
|
3.98K
$312K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-600- 4.83% |
$44.9K - $50K
|
11.8K
$929K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-1.64K- 4.55% |
$123K - $137K
|
34.4K
$2.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-3.89K- 13.72% |
$291K - $324K
|
24.5K
$1.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.87K- 13.33% |
$514K - $572K
|
44.7K
$3.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-14.5K- 9.13% |
$1.09M - $1.21M
|
145K
$11.4M
|