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 188 institutions that hold shares in the stock, with a total of 22.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
10,276,667
shares
|
$805 Million
0.64% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,862,152
shares
|
$146 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,499,019
shares
|
$117 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,018,005
shares
|
$79.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 23.02%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
675,013
shares
|
$52.9 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
597,385
shares
|
$46.8 Million
0.02% of portfolio
|
Q2 2025
Reduced 11.27%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
391,266
shares
|
$30.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.42%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
377,222
shares
|
$29.5 Million
0.04% of portfolio
|
Q3 2024
Reduced 18.35%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
324,725
shares
|
$25.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
315,712
shares
|
$24.7 Million
0.13% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Aug 05, 2025 Q2 2025 |
310,979
shares
|
$24.4 Million
5.8% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
276,524
shares
|
$21.7 Million
1.52% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 06, 2025 Q3 2025 |
275,024
shares
|
$21.5 Million
1.93% of portfolio
|
Q3 2025
Added 19.83%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
257,724
shares
|
$20.2 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
234,487
shares
|
$18.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.03%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
201,032
shares
|
$15.7 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.61%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
193,520
shares
|
$15.2 Million
0.23% of portfolio
|
Q2 2024
Reduced 4.67%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
182,305
shares
|
$14.3 Million
0.02% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
174,212
shares
|
$13.6 Million
0.17% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
172,526
shares
|
$13.5 Million
0.09% of portfolio
|
Q2 2025
Reduced 7.28%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
144,779
shares
|
$11.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.66%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
136,473
shares
|
$10.7 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
116,487
shares
|
$9.12 Million
0.0% of portfolio
|
Q2 2025
Added 44.83%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
100,381
shares
|
$7.86 Million
0.17% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
97,048
shares
|
$7.6 Million
1.38% of portfolio
|
Q2 2025
Reduced 3.57%
|