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 23.9 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 |
|---|---|---|---|---|---|
|
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
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
3,939
shares
|
$254,616
0.09% of portfolio
|
Q4 2023
Reduced 75.65%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
3,565
shares
|
$230,441
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
3,423
shares
|
$221,262
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
3,407
shares
|
$220,228
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Jan 29, 2025 Q4 2024 |
3,359
shares
|
$217,125
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
3,260
shares
|
$210,726
0.1% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
3,091
shares
|
$199,802
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
3,022
shares
|
$195,342
0.06% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
2,991
shares
|
$193,338
0.01% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
2,950
shares
|
$190,688
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
2,845
shares
|
$183,900
0.0% of portfolio
|
Q4 2024
Reduced 15.35%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
2,833
shares
|
$183,125
0.0% of portfolio
|
Q4 2024
Added 6.95%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,811
shares
|
$181,703
0.0% of portfolio
|
Q4 2024
Reduced 91.97%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
2,809
shares
|
$181,573
0.01% of portfolio
|
Q3 2024
Added 60.7%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
2,716
shares
|
$175,562
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
2,704
shares
|
$174,786
0.05% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
2,626
shares
|
$169,744
0.02% of portfolio
|
Q4 2024
Added 99.7%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,201
shares
|
$142,272
0.0% of portfolio
|
Q2 2020
Added 63.39%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Jan 28, 2025 Q4 2024 |
1,985
shares
|
$128,310
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,759
shares
|
$113,701
0.0% of portfolio
|
Q4 2024
Reduced 40.75%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
1,607
shares
|
$103,876
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,459
shares
|
$94,309
0.0% of portfolio
|
Q4 2024
Reduced 13.21%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
1,443
shares
|
$93,275
0.01% of portfolio
|
Q4 2024
Added 511.44%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
1,150
shares
|
$74,336
0.0% of portfolio
|
Q1 2024
New holding
|