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 |
|---|---|---|---|---|---|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,274
shares
|
$413,006
0.42% of portfolio
|
Q4 2022
Added 0.74%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
5,107
shares
|
$399,929
0.01% of portfolio
|
Q2 2025
Added 5.6%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
5,096
shares
|
$399,067
0.07% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
5,036
shares
|
$394,369
0.02% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
4,683
shares
|
$366,725
0.15% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
4,461
shares
|
$349,340
0.01% of portfolio
|
Q2 2025
Reduced 87.88%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Aug 01, 2025 Q2 2025 |
4,322
shares
|
$338,455
0.26% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
4,302
shares
|
$336,889
0.08% of portfolio
|
Q2 2025
Added 9.86%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
4,270
shares
|
$334,383
0.03% of portfolio
|
Q2 2025
Reduced 12.7%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
4,219
shares
|
$330,389
0.13% of portfolio
|
Q2 2022
Added 0.24%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
4,042
shares
|
$316,529
0.15% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
4,027
shares
|
$315,354
0.02% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Aug 11, 2025 Q2 2025 |
4,000
shares
|
$313,240
0.21% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 15, 2025 Q3 2025 |
3,994
shares
|
$312,770
0.14% of portfolio
|
Q3 2025
Reduced 12.28%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
3,994
shares
|
$312,770
0.01% of portfolio
|
Q2 2025
Reduced 11.6%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
3,990
shares
|
$312,456
0.0% of portfolio
|
Q2 2025
Reduced 34.95%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
3,941
shares
|
$308,619
0.01% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Jul 23, 2025 Q2 2025 |
3,900
shares
|
$305,409
0.23% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
3,888
shares
|
$304,469
0.07% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
3,782
shares
|
$296,168
0.0% of portfolio
|
Q2 2025
Reduced 10.27%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
3,425
shares
|
$268,211
0.07% of portfolio
|
Q1 2025
Reduced 13.05%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
3,407
shares
|
$266,802
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Jul 24, 2025 Q2 2025 |
3,359
shares
|
$263,043
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
3,254
shares
|
$254,820
0.0% of portfolio
|
Q2 2025
Reduced 29.41%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
3,223
shares
|
$252,393
0.05% of portfolio
|
Q4 2024
Reduced 1.13%
|