Purchases and Sales Made in Q4 2022 in First Trust Industrials/Produc (FXR)
This table provides information about the institutional ownership of First Trust Industrials/Produc (FXR) during Q4 2022. 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 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
990New |
$46.2K - $53.7K
|
990
$73K
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
921+ 10.58% |
$43K - $49.9K
|
9.62K
$709K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
874New |
$40.8K - $47.4K
|
874
$64.4K
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
829+ 3.9% |
$38.7K - $44.9K
|
22.1K
$1.63M
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
824+ 3.53% |
$38.5K - $44.7K
|
24.2K
$1.78M
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
658+ 47.17% |
$30.7K - $35.7K
|
2.05K
$151K
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
572New |
$26.7K - $31K
|
572
$42.2K
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
498+ 9.53% |
$23.3K - $27K
|
5.72K
$422K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
476+ 1.69% |
$22.2K - $25.8K
|
28.6K
$2.11M
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
402+ 3.86% |
$18.8K - $21.8K
|
10.8K
$796K
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
341New |
$15.9K - $18.5K
|
341
$25.1K
|
|
Feb 10, 2023
Q4 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
321+ 1.44% |
$15K - $17.4K
|
22.7K
$1.67M
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
254New |
$11.9K - $13.8K
|
254
$18.7K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
214+ 49.54% |
$10K - $11.6K
|
646
$47.6K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
100New |
$4.67K - $5.42K
|
100
$7.37K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
90New |
$4.2K - $4.88K
|
90
$6.63K
|
|
Feb 09, 2023
Q4 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
73+ 0.38% |
$3.41K - $3.96K
|
19.1K
$1.41M
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
39+ 0.74% |
$1.82K - $2.11K
|
5.27K
$389K
|
|
Jan 17, 2023
Q4 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
29+ 0.19% |
$1.35K - $1.57K
|
15.2K
$1.12M
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
27New |
$1.26K - $1.46K
|
27
$1.99K
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
20+ 27.03% |
$934 - $1.08K
|
94
$6.93K
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
9+ 0.17% |
$420 - $488
|
5.16K
$380K
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
5+ 0.2% |
$234 - $271
|
2.5K
$185K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3+ 0.22% |
$140 - $163
|
1.37K
$101K
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.08% |
$46.7 - $54.2
|
1.3K
$95.6K
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.22% |
$46.7 - $54.2
|
457
$33.7K
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.54% |
$46.7 - $54.2
|
187
$13.8K
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-10- 3.15% |
$467 - $542
|
307
$22.6K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-10- 8.7% |
$467 - $542
|
105
$7.74K
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-10- 3.15% |
$467 - $542
|
307
$22.6K
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-36- 0.75% |
$1.68K - $1.95K
|
4.76K
$351K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-40- 0.73% |
$1.87K - $2.17K
|
5.45K
$401K
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-42- 32.06% |
$1.96K - $2.28K
|
89
$6.56K
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-64- 0.75% |
$2.99K - $3.47K
|
8.44K
$622K
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-100- 6.88% |
$4.67K - $5.42K
|
1.35K
$99.7K
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-134- 0.6% |
$6.26K - $7.27K
|
22.1K
$1.63M
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-144- 1.0% |
$6.73K - $7.81K
|
14.3K
$1.05M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-171- 0.06% |
$7.99K - $9.27K
|
309K
$22.8M
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-220- 2.7% |
$10.3K - $11.9K
|
7.94K
$585K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-222- 2.95% |
$10.4K - $12K
|
7.3K
$538K
|
|
Jan 19, 2023
Q4 2022
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-288- 1.07% |
$13.5K - $15.6K
|
26.6K
$1.96M
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-358- 3.25% |
$16.7K - $19.4K
|
10.7K
$786K
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-400- 4.39% |
$18.7K - $21.7K
|
8.72K
$643K
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-497- 5.04% |
$23.2K - $26.9K
|
9.37K
$691K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-499- 22.0% |
$23.3K - $27.1K
|
1.77K
$130K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-591- 0.48% |
$27.6K - $32K
|
122K
$8.96M
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-844- 2.29% |
$39.4K - $45.8K
|
36K
$2.65M
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-921- 10.11% |
$43K - $49.9K
|
8.19K
$604K
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.2K- 5.17% |
$55.8K - $64.8K
|
21.9K
$1.62M
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-1.32K- 22.75% |
$61.5K - $71.4K
|
4.47K
$330K
|