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 178 institutions that hold shares in the stock, with a total of 22.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
10,859,538
shares
|
$861 Million
0.81% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,005,880
shares
|
$159 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,792,402
shares
|
$142 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.45%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,322,215
shares
|
$105 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
664,549
shares
|
$52.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
412,384
shares
|
$32.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 14.33%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
377,222
shares
|
$29.9 Million
0.04% of portfolio
|
Q3 2024
Reduced 18.35%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
324,725
shares
|
$25.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
320,251
shares
|
$25.4 Million
5.73% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
305,028
shares
|
$24.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
285,287
shares
|
$22.6 Million
1.76% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
273,540
shares
|
$21.7 Million
0.14% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
249,203
shares
|
$19.8 Million
0.38% of portfolio
|
Q2 2024
Added 5.31%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 30, 2024 Q3 2024 |
239,297
shares
|
$19 Million
2.35% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
223,592
shares
|
$17.7 Million
0.03% of portfolio
|
Q3 2024
Reduced 10.11%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
194,295
shares
|
$15.4 Million
0.22% of portfolio
|
Q3 2024
Added 7600.95%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
193,520
shares
|
$15.3 Million
0.23% of portfolio
|
Q2 2024
Reduced 4.67%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
189,255
shares
|
$15 Million
0.12% of portfolio
|
Q3 2024
Added 10.15%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
163,855
shares
|
$13 Million
0.02% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
159,133
shares
|
$12.6 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
116,435
shares
|
$9.23 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.81%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
100,388
shares
|
$7.96 Million
0.51% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
97,177
shares
|
$7.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 17.15%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
88,590
shares
|
$7.02 Million
1.2% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
87,841
shares
|
$6.96 Million
1.39% of portfolio
|
Q3 2024
Reduced 5.56%
|