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 187 institutions that hold shares in the stock, with a total of 23.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Apr 21, 2025 Q1 2025 |
95,234
shares
|
$6.88 Million
5.54% of portfolio
|
Q1 2025
Added 16.73%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
88,590
shares
|
$6.4 Million
1.2% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
84,364
shares
|
$6.1 Million
0.48% of portfolio
|
Q1 2025
Reduced 15.41%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
80,432
shares
|
$5.81 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
76,406
shares
|
$5.52 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.93%
|
|
|
Monument Capital Management
|
Apr 25, 2025 Q1 2025 |
64,436
shares
|
$4.66 Million
1.39% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
60,498
shares
|
$4.37 Million
0.07% of portfolio
|
Q1 2025
Reduced 14.34%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
57,099
shares
|
$4.13 Million
0.02% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
55,181
shares
|
$3.99 Million
2.05% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
53,039
shares
|
$3.83 Million
0.73% of portfolio
|
Q1 2024
Added 210.41%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
49,321
shares
|
$3.57 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.11%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
45,396
shares
|
$3.28 Million
0.1% of portfolio
|
Q1 2025
Added 30.95%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
44,104
shares
|
$3.19 Million
0.01% of portfolio
|
Q4 2024
Added 12.25%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
42,622
shares
|
$3.08 Million
0.14% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Greenup Street Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
42,528
shares
|
$3.07 Million
0.65% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
37,575
shares
|
$2.72 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.46%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
36,811
shares
|
$2.66 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Crumly & Associates Inc.
|
Apr 22, 2025 Q1 2025 |
34,534
shares
|
$2.5 Million
0.82% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
33,641
shares
|
$2.43 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
32,202
shares
|
$2.33 Million
0.18% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
30,615
shares
|
$2.21 Million
0.22% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
29,590
shares
|
$2.14 Million
0.0% of portfolio
|
Q1 2025
Reduced 26.94%
|
|
|
Paragon Private Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
26,450
shares
|
$1.91 Million
0.9% of portfolio
|
Q1 2025
Reduced 28.22%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
26,408
shares
|
$1.91 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.69%
|
|
|
Schrum Private Wealth Management LLC
|
May 02, 2025 Q1 2025 |
26,163
shares
|
$1.89 Million
1.61% of portfolio
|
Q4 2024
Reduced 39.22%
|