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 |
|---|---|---|---|---|---|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
6,029
shares
|
$435,836
0.01% of portfolio
|
Q1 2025
Reduced 6.57%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
5,634
shares
|
$407,281
0.02% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
5,489
shares
|
$396,799
0.02% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,274
shares
|
$381,257
0.42% of portfolio
|
Q4 2022
Added 0.74%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
5,034
shares
|
$363,907
0.02% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
4,891
shares
|
$353,570
0.04% of portfolio
|
Q1 2025
Reduced 15.98%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
4,871
shares
|
$352,124
0.05% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
4,836
shares
|
$349,594
0.01% of portfolio
|
Q1 2025
Reduced 22.52%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
4,679
shares
|
$338,244
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
4,610
shares
|
$333,256
0.01% of portfolio
|
Q1 2025
Added 7.06%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 09, 2025 Q1 2025 |
4,551
shares
|
$328,991
0.16% of portfolio
|
Q1 2025
Reduced 9.99%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
4,536
shares
|
$327,907
0.01% of portfolio
|
Q1 2025
Reduced 14.9%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
4,518
shares
|
$326,606
0.01% of portfolio
|
Q1 2025
Added 5.86%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Apr 22, 2025 Q1 2025 |
4,321
shares
|
$312,365
0.27% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
4,221
shares
|
$305,136
0.01% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
4,219
shares
|
$304,991
0.13% of portfolio
|
Q2 2022
Added 0.24%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
4,215
shares
|
$304,702
0.0% of portfolio
|
Q1 2025
Added 18.23%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
May 14, 2025 Q1 2025 |
4,100
shares
|
$296,389
0.18% of portfolio
|
Q1 2025
Reduced 19.61%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
4,042
shares
|
$292,196
0.16% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
4,027
shares
|
$291,111
0.02% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Apr 16, 2025 Q1 2025 |
4,000
shares
|
$289,160
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
3,980
shares
|
$287,714
0.03% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
3,916
shares
|
$283,087
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
3,872
shares
|
$279,906
0.08% of portfolio
|
Q1 2025
Reduced 9.3%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
3,661
shares
|
$264,653
0.0% of portfolio
|
Q1 2025
New holding
|