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 |
|---|---|---|---|---|---|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
95,393
shares
|
$7.47 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
88,590
shares
|
$6.94 Million
1.2% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
87,760
shares
|
$6.87 Million
0.46% of portfolio
|
Q2 2025
Added 4.03%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
74,136
shares
|
$5.81 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Monument Capital Management
|
Oct 14, 2025 Q3 2025 |
60,754
shares
|
$4.76 Million
1.21% of portfolio
|
Q3 2025
Reduced 6.9%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
54,911
shares
|
$4.3 Million
1.92% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
53,039
shares
|
$4.15 Million
0.73% of portfolio
|
Q1 2024
Added 210.41%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
52,454
shares
|
$4.11 Million
0.01% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
51,185
shares
|
$4.01 Million
0.05% of portfolio
|
Q2 2025
Reduced 15.39%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
47,769
shares
|
$3.74 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
47,725
shares
|
$3.74 Million
0.1% of portfolio
|
Q2 2025
Added 5.13%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
45,844
shares
|
$3.59 Million
0.06% of portfolio
|
Q2 2025
Added 80.02%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
43,258
shares
|
$3.39 Million
0.01% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
42,622
shares
|
$3.34 Million
0.14% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
42,364
shares
|
$3.32 Million
0.07% of portfolio
|
Q2 2025
Added 334.06%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
41,209
shares
|
$3.23 Million
0.0% of portfolio
|
Q2 2025
Added 319.22%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
37,304
shares
|
$2.92 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
34,306
shares
|
$2.69 Million
0.76% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
33,978
shares
|
$2.66 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
33,688
shares
|
$2.64 Million
0.19% of portfolio
|
Q2 2025
Added 4.61%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
33,276
shares
|
$2.61 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
30,926
shares
|
$2.42 Million
0.26% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Tria Gen Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
30,180
shares
|
$2.36 Million
0.73% of portfolio
|
Q2 2025
Added 85.62%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
26,800
shares
|
$2.1 Million
0.01% of portfolio
|
Q2 2025
Added 8.06%
|
|
|
Schrum Private Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
26,163
shares
|
$2.05 Million
1.57% of portfolio
|
Q4 2024
Reduced 39.22%
|