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 195 institutions that hold shares in the stock, with a total of 23.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.56 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Virtue Capital Management, LLC
Brentwood, TN |
Feb 26, 2025 Q4 2024 |
88,022
shares
|
$5.69 Million
1.4% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
87,749
shares
|
$5.67 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.7%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
82,878
shares
|
$5.36 Million
0.0% of portfolio
|
Q4 2024
Added 16.89%
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Jan 29, 2025 Q4 2024 |
81,587
shares
|
$5.27 Million
5.59% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
74,612
shares
|
$4.82 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
70,623
shares
|
$4.57 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Monument Capital Management
|
Jan 30, 2025 Q4 2024 |
65,499
shares
|
$4.23 Million
1.37% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
57,001
shares
|
$3.68 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.74%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
55,306
shares
|
$3.57 Million
2.16% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
54,264
shares
|
$3.51 Million
0.01% of portfolio
|
Q4 2024
Added 36.2%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
53,039
shares
|
$3.43 Million
0.73% of portfolio
|
Q1 2024
Added 210.41%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
48,204
shares
|
$3.12 Million
0.14% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
44,670
shares
|
$2.89 Million
0.16% of portfolio
|
Q4 2024
Reduced 13.33%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
43,871
shares
|
$2.84 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
Navellier & Associates Inc
Reno, NV |
Feb 03, 2025 Q4 2024 |
41,297
shares
|
$2.67 Million
0.39% of portfolio
|
Q4 2024
Added 14.33%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
40,605
shares
|
$2.62 Million
0.01% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
40,499
shares
|
$2.62 Million
0.0% of portfolio
|
Q4 2024
Added 381.96%
|
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
36,849
shares
|
$2.38 Million
1.32% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
36,811
shares
|
$2.38 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
34,840
shares
|
$2.25 Million
0.81% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
34,666
shares
|
$2.24 Million
0.08% of portfolio
|
Q4 2024
Reduced 4.36%
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
34,389
shares
|
$2.22 Million
0.93% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
33,782
shares
|
$2.18 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
31,874
shares
|
$2.06 Million
0.24% of portfolio
|
Q4 2024
Reduced 6.47%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
30,950
shares
|
$2 Million
0.18% of portfolio
|
Q4 2024
Added 6.2%
|