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 174 institutions that hold shares in the stock, with a total of 23.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Trust Advisors LP
Wheaton, IL |
May 13, 2024 Q1 2024 |
11,005,868
shares
|
$770 Million
0.84% of portfolio
|
Q1 2024
Added 2.0%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
2,009,292
shares
|
$141 Million
0.01% of portfolio
|
Q1 2024
Added 4.42%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
1,886,120
shares
|
$132 Million
0.03% of portfolio
|
Q1 2024
Reduced 1.83%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
1,296,425
shares
|
$90.7 Million
0.01% of portfolio
|
Q1 2024
Added 7.04%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
700,404
shares
|
$49 Million
0.03% of portfolio
|
Q1 2024
Added 13.76%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
562,544
shares
|
$39.4 Million
0.06% of portfolio
|
Q1 2024
Added 4.62%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
514,622
shares
|
$36 Million
0.01% of portfolio
|
Q1 2024
Added 11.26%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
352,309
shares
|
$24.7 Million
0.01% of portfolio
|
Q1 2024
Added 15.41%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
May 07, 2024 Q1 2024 |
310,952
shares
|
$21.8 Million
5.95% of portfolio
|
Q1 2024
Added 0.47%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
289,065
shares
|
$20.2 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.97%
|
|
|
New Square Capital LLC
|
May 08, 2024 Q1 2024 |
285,495
shares
|
$20 Million
1.87% of portfolio
|
Q1 2024
Added 27.5%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
264,750
shares
|
$18.5 Million
0.17% of portfolio
|
Q1 2024
Added 5.07%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
248,220
shares
|
$17.4 Million
0.04% of portfolio
|
Q1 2024
Added 19.38%
|
|
|
Advisory Services Network, LLC
|
May 06, 2024 Q1 2024 |
236,628
shares
|
$16.6 Million
0.39% of portfolio
|
Q1 2024
Added 2.61%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2024 Q1 2024 |
232,668
shares
|
$16.3 Million
2.32% of portfolio
|
Q1 2024
Added 70.65%
|
|
|
D.A. Davidson & Co.
|
May 13, 2024 Q1 2024 |
204,224
shares
|
$14.3 Million
0.14% of portfolio
|
Q1 2024
Added 0.3%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
203,004
shares
|
$14.2 Million
0.27% of portfolio
|
Q1 2024
Reduced 4.03%
|
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
167,834
shares
|
$11.7 Million
0.04% of portfolio
|
Q1 2024
Added 11.38%
|
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
158,805
shares
|
$11.1 Million
0.02% of portfolio
|
Q1 2024
Reduced 4.06%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
152,135
shares
|
$10.6 Million
0.01% of portfolio
|
Q1 2024
Reduced 11.59%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
117,230
shares
|
$8.2 Million
0.01% of portfolio
|
Q1 2024
Added 12.65%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 13, 2024 Q1 2024 |
109,997
shares
|
$7.7 Million
0.68% of portfolio
|
Q1 2024
Reduced 27.16%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2024 Q1 2024 |
90,484
shares
|
$6.33 Million
1.21% of portfolio
|
Q1 2024
Reduced 7.93%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
May 15, 2024 Q1 2024 |
88,625
shares
|
$6.2 Million
1.26% of portfolio
|
Q1 2024
Added 2.36%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 15, 2024 Q1 2024 |
85,908
shares
|
$6.01 Million
0.29% of portfolio
|
Q1 2024
Added 3.6%
|
|