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 178 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 $1.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,274
shares
|
$418,122
0.42% of portfolio
|
Q4 2022
Added 0.74%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 16, 2024 Q3 2024 |
5,173
shares
|
$410,115
0.2% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
5,030
shares
|
$398,778
0.03% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
4,938
shares
|
$391,484
0.05% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
4,700
shares
|
$372,616
0.21% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2024 Q3 2024 |
4,679
shares
|
$370,951
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Oct 11, 2024 Q3 2024 |
4,557
shares
|
$361,278
0.07% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
4,532
shares
|
$359,296
0.04% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
4,531
shares
|
$359,217
0.0% of portfolio
|
Q3 2024
Added 849.9%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
4,452
shares
|
$352,954
0.01% of portfolio
|
Q3 2024
Reduced 24.29%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
4,227
shares
|
$335,116
0.09% of portfolio
|
Q3 2024
Added 30.75%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
4,219
shares
|
$334,482
0.13% of portfolio
|
Q2 2022
Added 0.24%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
4,119
shares
|
$326,554
0.0% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
4,039
shares
|
$320,211
0.16% of portfolio
|
Q2 2024
Reduced 8.79%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
3,962
shares
|
$314,107
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
3,939
shares
|
$312,283
0.09% of portfolio
|
Q4 2023
Reduced 75.65%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
3,879
shares
|
$307,527
0.01% of portfolio
|
Q2 2024
Reduced 34.43%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
3,675
shares
|
$291,354
0.01% of portfolio
|
Q3 2024
Reduced 8.88%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
3,668
shares
|
$290,799
0.01% of portfolio
|
Q3 2024
Reduced 23.49%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
3,459
shares
|
$274,229
0.0% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
3,407
shares
|
$270,106
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
3,361
shares
|
$266,460
0.0% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
3,126
shares
|
$247,829
0.01% of portfolio
|
Q3 2024
Reduced 11.44%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
2,996
shares
|
$237,522
0.06% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
2,969
shares
|
$235,382
0.0% of portfolio
|
Q3 2024
Added 68.69%
|