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 192 institutions that hold shares in the stock, with a total of 23.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
10,602,142
shares
|
$816 Million
0.73% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2,052,603
shares
|
$158 Million
0.04% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,810,625
shares
|
$139 Million
0.01% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,342,097
shares
|
$103 Million
0.01% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
760,456
shares
|
$58.5 Million
0.02% of portfolio
|
Q4 2024
Added 14.43%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
697,673
shares
|
$53.7 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
411,387
shares
|
$31.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
377,222
shares
|
$29 Million
0.04% of portfolio
|
Q3 2024
Reduced 18.35%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
324,725
shares
|
$25 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
313,450
shares
|
$24.1 Million
5.46% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
290,099
shares
|
$22.3 Million
0.14% of portfolio
|
Q4 2024
Added 6.05%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
282,879
shares
|
$21.8 Million
1.72% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
280,533
shares
|
$21.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.03%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
264,388
shares
|
$20.3 Million
0.38% of portfolio
|
Q4 2024
Added 6.09%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
254,035
shares
|
$19.5 Million
2.03% of portfolio
|
Q4 2024
Added 6.16%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
218,207
shares
|
$16.8 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
193,520
shares
|
$14.9 Million
0.23% of portfolio
|
Q2 2024
Reduced 4.67%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
187,991
shares
|
$14.5 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
182,079
shares
|
$14 Million
0.2% of portfolio
|
Q4 2024
Reduced 6.29%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
172,448
shares
|
$13.3 Million
0.02% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
144,602
shares
|
$11.1 Million
0.03% of portfolio
|
Q4 2024
Reduced 9.13%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
128,519
shares
|
$9.89 Million
0.01% of portfolio
|
Q4 2024
Added 10.38%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
100,388
shares
|
$7.72 Million
0.51% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
96,322
shares
|
$7.41 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
88,590
shares
|
$6.81 Million
1.2% of portfolio
|
Q3 2024
Reduced 1.65%
|