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 |
|---|---|---|---|---|---|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
25,730
shares
|
$1.86 Million
0.74% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
25,667
shares
|
$1.86 Million
0.12% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
25,579
shares
|
$1.85 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.16%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
25,466
shares
|
$1.84 Million
0.05% of portfolio
|
Q1 2025
Reduced 47.17%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
24,800
shares
|
$1.79 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
24,293
shares
|
$1.76 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
24,272
shares
|
$1.75 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
23,280
shares
|
$1.68 Million
0.1% of portfolio
|
Q1 2025
Added 5.22%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
May 01, 2025 Q1 2025 |
23,252
shares
|
$1.68 Million
0.68% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Purus Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
21,506
shares
|
$1.55 Million
0.66% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
20,914
shares
|
$1.51 Million
0.48% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
19,517
shares
|
$1.41 Million
0.64% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
19,333
shares
|
$1.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Trade Well Securities, Llc.
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
18,763
shares
|
$1.36 Million
0.72% of portfolio
|
Q1 2025
Added 5.99%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
17,411
shares
|
$1.26 Million
0.51% of portfolio
|
Q1 2025
Added 17.25%
|
|
|
Tria Gen Wealth Management LLC
|
May 13, 2025 Q1 2025 |
16,259
shares
|
$1.18 Million
0.43% of portfolio
|
Q1 2025
Reduced 52.72%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
16,098
shares
|
$1.16 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
15,203
shares
|
$1.1 Million
0.58% of portfolio
|
Q4 2023
Added 4.22%
|
|
|
Hfg Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
15,140
shares
|
$1.09 Million
0.94% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
15,139
shares
|
$1.09 Million
0.03% of portfolio
|
Q1 2025
Added 321.93%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
15,009
shares
|
$1.09 Million
0.35% of portfolio
|
Q1 2025
Added 26.83%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Apr 16, 2025 Q1 2025 |
14,986
shares
|
$1.08 Million
0.63% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Trust CO Of Oklahoma
|
Apr 14, 2025 Q1 2025 |
14,210
shares
|
$1.03 Million
0.35% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
13,529
shares
|
$978,011
0.13% of portfolio
|
Q1 2025
Reduced 45.85%
|
|
|
Well Done, LLC
|
Apr 21, 2025 Q1 2025 |
12,135
shares
|
$877,239
0.15% of portfolio
|
Q2 2024
Added 30.41%
|