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 188 institutions that hold shares in the stock, with a total of 22.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
700
shares
|
$54,817
0.02% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
583
shares
|
$45,654
0.0% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
575
shares
|
$45,028
0.0% of portfolio
|
Q3 2024
Reduced 43.9%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
500
shares
|
$39,155
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
492
shares
|
$38,528
0.0% of portfolio
|
Q2 2025
Added 34.43%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
473
shares
|
$37,040
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
446
shares
|
$34,926
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 15, 2025 Q3 2025 |
425
shares
|
$33,281
0.01% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
398
shares
|
$31,167
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
378
shares
|
$29,601
0.01% of portfolio
|
Q2 2025
Reduced 54.29%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
343
shares
|
$26,860
0.0% of portfolio
|
Q2 2025
Reduced 61.59%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
291
shares
|
$22,788
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
289
shares
|
$22,631
0.0% of portfolio
|
Q2 2025
Added 92.67%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
288
shares
|
$22,553
0.05% of portfolio
|
Q2 2022
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jul 30, 2025 Q2 2025 |
231
shares
|
$18,089
0.01% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
213
shares
|
$16,680
0.0% of portfolio
|
Q3 2024
Reduced 20.52%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
210
shares
|
$16,445
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
184
shares
|
$14,409
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
165
shares
|
$12,921
0.0% of portfolio
|
Q2 2025
Reduced 99.32%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
164
shares
|
$12,842
0.01% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
104
shares
|
$8,144
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
100
shares
|
$7,831
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
95
shares
|
$7,439
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
90
shares
|
$7,047
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
75
shares
|
$5,873
0.0% of portfolio
|
Q1 2023
New holding
|