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 180 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 $1.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
70,904
shares
|
$5.89 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.24%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
70,904
shares
|
$5.89 Million
0.08% of portfolio
|
Q3 2024
Reduced 13.75%
|
|
|
Monument Capital Management
|
Oct 15, 2024 Q3 2024 |
67,145
shares
|
$5.58 Million
1.42% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
59,838
shares
|
$4.97 Million
0.02% of portfolio
|
Q3 2024
Reduced 15.16%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 04, 2024 Q3 2024 |
55,503
shares
|
$4.61 Million
2.34% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
53,039
shares
|
$4.41 Million
0.73% of portfolio
|
Q1 2024
Added 210.41%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
51,543
shares
|
$4.28 Million
0.2% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
47,783
shares
|
$3.97 Million
0.15% of portfolio
|
Q3 2024
Reduced 45.46%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
45,878
shares
|
$3.81 Million
0.01% of portfolio
|
Q3 2024
Reduced 22.92%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
43,044
shares
|
$3.58 Million
1.69% of portfolio
|
Q3 2024
Added 61.98%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
39,840
shares
|
$3.31 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.97%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
39,601
shares
|
$3.29 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.21%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
36,246
shares
|
$3.01 Million
0.09% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 12, 2024 Q3 2024 |
36,121
shares
|
$3 Million
0.39% of portfolio
|
Q3 2024
Reduced 23.78%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 18, 2024 Q3 2024 |
36,030
shares
|
$3 Million
1.0% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Crumly & Associates Inc.
|
Nov 01, 2024 Q3 2024 |
35,822
shares
|
$2.98 Million
0.85% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
35,361
shares
|
$2.94 Million
1.36% of portfolio
|
Q3 2024
Added 3.99%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
34,996
shares
|
$2.91 Million
0.0% of portfolio
|
Q3 2024
Added 34.18%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
34,600
shares
|
$2.88 Million
0.01% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
34,078
shares
|
$2.83 Million
0.25% of portfolio
|
Q3 2024
Reduced 10.65%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
30,952
shares
|
$2.57 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
29,142
shares
|
$2.42 Million
0.16% of portfolio
|
Q3 2024
Added 11.12%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
28,987
shares
|
$2.41 Million
0.01% of portfolio
|
Q3 2024
Added 7.63%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
28,664
shares
|
$2.38 Million
0.32% of portfolio
|
Q3 2024
Reduced 10.89%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
28,367
shares
|
$2.36 Million
0.15% of portfolio
|
Q3 2024
Reduced 4.58%
|