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 178 institutions that hold shares in the stock, with a total of 22.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
366
shares
|
$29,016
0.01% of portfolio
|
Q1 2022
Added 3.68%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
366
shares
|
$29,016
0.0% of portfolio
|
Q2 2024
Added 0.27%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
348
shares
|
$27,589
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
288
shares
|
$22,832
0.05% of portfolio
|
Q2 2022
New holding
|
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
263
shares
|
$20,850
0.02% of portfolio
|
Q3 2022
Added 0.38%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
236
shares
|
$18,710
0.0% of portfolio
|
Q2 2024
Reduced 45.37%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 29, 2024 Q3 2024 |
232
shares
|
$18,392
0.01% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
213
shares
|
$16,886
0.0% of portfolio
|
Q3 2024
Reduced 20.52%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
210
shares
|
$16,648
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
210
shares
|
$16,648
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
189
shares
|
$14,983
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
184
shares
|
$14,587
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
166
shares
|
$13,160
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
97
shares
|
$7,690
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
95
shares
|
$7,531
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
90
shares
|
$7,135
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
78
shares
|
$6,183
0.0% of portfolio
|
Q1 2024
Reduced 86.98%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
78
shares
|
$6,183
0.0% of portfolio
|
Q1 2024
Reduced 86.98%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
75
shares
|
$5,946
0.0% of portfolio
|
Q1 2024
Reduced 3.85%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
75
shares
|
$5,946
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
70
shares
|
$5,549
0.0% of portfolio
|
Q1 2024
Added 1.45%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
65
shares
|
$5,153
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
First Community Trust Na
|
Oct 02, 2024 Q3 2024 |
50
shares
|
$3,964
0.0% of portfolio
|
Q2 2023
Reduced 62.69%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
48
shares
|
$3,805
0.0% of portfolio
|
Q2 2023
Reduced 95.12%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
44
shares
|
$3,488
0.0% of portfolio
|
Q3 2023
Reduced 32.31%
|