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 |
|---|---|---|---|---|---|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
582
shares
|
$42,072
0.0% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Atwood & Palmer Inc
|
Apr 15, 2025 Q1 2025 |
575
shares
|
$41,566
0.0% of portfolio
|
Q3 2024
Reduced 43.9%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
473
shares
|
$34,193
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
424
shares
|
$30,650
0.01% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
366
shares
|
$26,458
0.0% of portfolio
|
Q2 2024
Added 0.27%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
366
shares
|
$26,458
0.0% of portfolio
|
Q1 2022
Added 3.68%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
348
shares
|
$25,156
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
288
shares
|
$20,819
0.05% of portfolio
|
Q2 2022
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
258
shares
|
$18,650
0.01% of portfolio
|
Q1 2025
Reduced 12.24%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
231
shares
|
$16,698
0.01% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
213
shares
|
$15,397
0.0% of portfolio
|
Q3 2024
Reduced 20.52%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
210
shares
|
$15,180
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
210
shares
|
$15,180
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
200
shares
|
$14,458
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
190
shares
|
$13,735
0.0% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
184
shares
|
$13,301
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
164
shares
|
$11,855
0.01% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
150
shares
|
$10,843
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
118
shares
|
$8,530
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
104
shares
|
$7,518
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
97
shares
|
$7,012
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
95
shares
|
$6,867
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
90
shares
|
$6,506
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
75
shares
|
$5,421
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
75
shares
|
$5,421
0.0% of portfolio
|
Q1 2024
Reduced 3.85%
|