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 14, 2023
Q4 2022
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-1.45K- 2.1% |
$67.7K - $78.6K
|
67.4K
$5.18M
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.53K- 28.53% |
$71.3K - $82.8K
|
3.83K
$294K
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.61K- 11.16% |
$75K - $87K
|
12.8K
$983K
|
|
Jan 18, 2023
Q4 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-1.78K- 9.85% |
$83.1K - $96.5K
|
16.3K
$1.25M
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.81K- 16.9% |
$84.6K - $98.2K
|
8.91K
$685K
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-1.84K- 11.8% |
$86.1K - $99.9K
|
13.8K
$1.06M
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.12K- 28.56% |
$98.8K - $115K
|
5.29K
$407K
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.19K- 35.9% |
$102K - $119K
|
3.92K
$301K
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.21K- 14.04% |
$103K - $120K
|
13.5K
$1.04M
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-2.42K- 2.7% |
$113K - $131K
|
87.1K
$6.7M
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.49K- 23.72% |
$116K - $135K
|
8.02K
$617K
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.34K- 21.08% |
$156K - $181K
|
12.5K
$962K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.42K- 13.56% |
$160K - $185K
|
21.8K
$1.68M
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.61K- 13.25% |
$168K - $196K
|
23.6K
$1.82M
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.67K- 12.73% |
$172K - $199K
|
25.2K
$1.94M
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.6K- 8.86% |
$215K - $250K
|
47.4K
$3.64M
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.37K- 47.13% |
$297K - $345K
|
7.14K
$549K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.76K- 3.3% |
$362K - $421K
|
228K
$17.5M
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-8.92K- 96.75% |
$417K - $484K
|
300
$23.1K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-9.41K- 4.33% |
$440K - $510K
|
208K
$16M
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.55K- 41.36% |
$446K - $518K
|
13.5K
$1.04M
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-11.6K- 5.78% |
$542K - $630K
|
189K
$14.6M
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-16K- 34.3% |
$746K - $866K
|
30.6K
$2.35M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-16.7K- 37.56% |
$781K - $906K
|
27.8K
$2.14M
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-18.6K- 26.32% |
$871K - $1.01M
|
52.2K
$4.01M
|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-18.7K- 49.39% |
$875K - $1.02M
|
19.2K
$1.48M
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-19.1K- 27.59% |
$893K - $1.04M
|
50.2K
$3.86M
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-19.3K- 37.4% |
$903K - $1.05M
|
32.3K
$2.49M
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-23.1K- 85.7% |
$1.08M - $1.25M
|
3.86K
$297K
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-24.8K- 4.89% |
$1.16M - $1.34M
|
482K
$37.1M
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-36.5K- 43.59% |
$1.71M - $1.98M
|
47.3K
$3.64M
|
|
Mar 03, 2023
Q4 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-43K- 31.9% |
$2.01M - $2.33M
|
91.7K
$7.06M
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-52.8K- 22.83% |
$2.47M - $2.86M
|
179K
$13.7M
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-56.8K- 42.8% |
$2.66M - $3.08M
|
76K
$5.84M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-104K- 14.71% |
$4.86M - $5.64M
|
603K
$46.4M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-134K- 41.24% |
$6.26M - $7.27M
|
191K
$14.7M
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-178K- 69.62% |
$8.29M - $9.63M
|
77.5K
$5.96M
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
SELL
|
- |
-201K- 63.99% |
$9.41M - $10.9M
|
113K
$8.72M
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-301K- 12.67% |
$14.1M - $16.3M
|
2.07M
$160M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-366K- 15.44% |
$17.1M - $19.8M
|
2M
$154M
|