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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
3,544
shares
|
$256,195
0.0% of portfolio
|
Q1 2025
Reduced 12.15%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
3,425
shares
|
$247,593
0.07% of portfolio
|
Q1 2025
Reduced 13.05%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
3,407
shares
|
$246,292
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Apr 30, 2025 Q1 2025 |
3,359
shares
|
$242,822
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
3,223
shares
|
$232,990
0.05% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
3,178
shares
|
$229,737
0.06% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
2,950
shares
|
$213,255
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
2,934
shares
|
$212,098
0.01% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
2,233
shares
|
$161,423
0.04% of portfolio
|
Q1 2025
Reduced 17.42%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,201
shares
|
$159,110
0.0% of portfolio
|
Q2 2020
Added 63.39%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,154
shares
|
$155,712
0.02% of portfolio
|
Q1 2025
Reduced 17.97%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,754
shares
|
$126,796
0.0% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,611
shares
|
$116,459
0.0% of portfolio
|
Q1 2025
Reduced 40.79%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
1,607
shares
|
$116,170
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
1,443
shares
|
$104,314
0.01% of portfolio
|
Q4 2024
Added 511.44%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
1,150
shares
|
$83,133
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
1,003
shares
|
$72,506
0.0% of portfolio
|
Q1 2025
Added 298.02%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
990
shares
|
$71,567
0.0% of portfolio
|
Q4 2024
Reduced 36.54%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
893
shares
|
$64,554
0.0% of portfolio
|
Q1 2025
Reduced 9.43%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
869
shares
|
$62,820
0.0% of portfolio
|
Q4 2024
Reduced 26.23%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
849
shares
|
$61,374
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
827
shares
|
$59,783
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
751
shares
|
$54,289
0.0% of portfolio
|
Q4 2024
Reduced 12.27%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
750
shares
|
$54,217
0.0% of portfolio
|
Q3 2019
Reduced 11.56%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
700
shares
|
$50,603
0.02% of portfolio
|
Q3 2024
Reduced 50.0%
|