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 195 institutions that hold shares in the stock, with a total of 23.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
5,821
shares
|
$376,269
0.04% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
5,820
shares
|
$376,204
0.02% of portfolio
|
Q4 2024
Reduced 10.05%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
5,441
shares
|
$351,706
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
5,330
shares
|
$344,531
0.01% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,274
shares
|
$340,911
0.42% of portfolio
|
Q4 2022
Added 0.74%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Feb 10, 2025 Q4 2024 |
5,138
shares
|
$332,120
0.07% of portfolio
|
Q4 2024
Reduced 22.16%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Feb 14, 2025 Q4 2024 |
5,100
shares
|
$329,664
0.23% of portfolio
|
Q4 2024
Added 8.51%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
5,034
shares
|
$325,397
0.02% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
4,938
shares
|
$319,192
0.06% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
4,679
shares
|
$302,450
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
4,582
shares
|
$296,180
0.0% of portfolio
|
Q4 2024
Reduced 15.46%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 09, 2025 Q1 2025 |
4,551
shares
|
$294,176
0.16% of portfolio
|
Q1 2025
Reduced 9.99%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
4,452
shares
|
$287,777
0.01% of portfolio
|
Q3 2024
Reduced 24.29%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
4,320
shares
|
$279,244
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
4,306
shares
|
$278,339
0.0% of portfolio
|
Q4 2024
Added 24.49%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
4,269
shares
|
$275,948
0.09% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
4,268
shares
|
$275,883
0.01% of portfolio
|
Q4 2024
Added 16.36%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
4,219
shares
|
$272,716
0.13% of portfolio
|
Q2 2022
Added 0.24%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
4,041
shares
|
$261,210
0.16% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
4,034
shares
|
$260,757
0.0% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
4,011
shares
|
$259,271
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Apr 16, 2025 Q1 2025 |
4,000
shares
|
$258,560
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
3,980
shares
|
$257,267
0.03% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
3,962
shares
|
$256,103
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
3,962
shares
|
$256,103
0.11% of portfolio
|
Q4 2022
New holding
|