Institutional Ownership First Trust Industrials/Produc (FXR)
This table provides information about the institutional ownership of First Trust Industrials/Produc (FXR). We have compiled data on the 191 institutions that hold shares in the stock, with a total of 23.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
10,522,810
shares
|
$808 Million
0.68% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,949,234
shares
|
$150 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,550,078
shares
|
$119 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.39%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,322,424
shares
|
$102 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
687,956
shares
|
$52.8 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
673,286
shares
|
$51.7 Million
0.02% of portfolio
|
Q1 2025
Reduced 11.46%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
427,233
shares
|
$32.8 Million
0.01% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
377,222
shares
|
$29 Million
0.04% of portfolio
|
Q3 2024
Reduced 18.35%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
324,725
shares
|
$24.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Aug 05, 2025 Q2 2025 |
310,979
shares
|
$23.9 Million
5.8% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
301,875
shares
|
$23.2 Million
0.13% of portfolio
|
Q1 2025
Added 4.06%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
276,524
shares
|
$21.2 Million
1.52% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
258,395
shares
|
$19.8 Million
0.36% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
249,522
shares
|
$19.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.05%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
229,519
shares
|
$17.6 Million
1.72% of portfolio
|
Q2 2025
Reduced 15.67%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
217,579
shares
|
$16.7 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
193,520
shares
|
$14.9 Million
0.23% of portfolio
|
Q2 2024
Reduced 4.67%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
182,305
shares
|
$14 Million
0.02% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
172,526
shares
|
$13.2 Million
0.09% of portfolio
|
Q2 2025
Reduced 7.28%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
169,472
shares
|
$13 Million
0.17% of portfolio
|
Q1 2025
Reduced 6.92%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
156,790
shares
|
$12 Million
0.01% of portfolio
|
Q1 2025
Added 22.0%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
136,473
shares
|
$10.5 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
116,487
shares
|
$8.94 Million
0.0% of portfolio
|
Q2 2025
Added 44.83%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
100,637
shares
|
$7.72 Million
0.86% of portfolio
|
Q1 2025
Added 14.33%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
96,844
shares
|
$7.43 Million
0.19% of portfolio
|
Q1 2025
Added 752.35%
|