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 190 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 $1.8 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
3,872
shares
|
$300,041
0.08% of portfolio
|
Q1 2025
Reduced 9.3%
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
3,661
shares
|
$283,690
0.0% of portfolio
|
Q1 2025
New holding
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
3,544
shares
|
$274,624
0.0% of portfolio
|
Q1 2025
Reduced 12.15%
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
3,425
shares
|
$265,403
0.07% of portfolio
|
Q1 2025
Reduced 13.05%
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
3,407
shares
|
$264,008
0.06% of portfolio
|
Q1 2024
New holding
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Jul 24, 2025 Q2 2025 |
3,359
shares
|
$260,288
0.21% of portfolio
|
Q4 2024
New holding
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
3,223
shares
|
$249,750
0.05% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
3,178
shares
|
$246,263
0.06% of portfolio
|
Q1 2025
Added 5.16%
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
2,950
shares
|
$228,595
0.04% of portfolio
|
Q1 2024
New holding
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
2,934
shares
|
$227,355
0.01% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
2,796
shares
|
$216,662
0.0% of portfolio
|
Q2 2025
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,201
shares
|
$170,555
0.0% of portfolio
|
Q2 2020
Added 63.39%
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,154
shares
|
$166,913
0.02% of portfolio
|
Q1 2025
Reduced 17.97%
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,754
shares
|
$135,917
0.0% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,611
shares
|
$124,836
0.0% of portfolio
|
Q1 2025
Reduced 40.79%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
1,607
shares
|
$124,526
0.0% of portfolio
|
Q4 2024
New holding
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
1,443
shares
|
$111,818
0.01% of portfolio
|
Q4 2024
Added 511.44%
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
1,373
shares
|
$106,393
0.02% of portfolio
|
Q2 2025
Reduced 38.51%
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
1,150
shares
|
$89,113
0.0% of portfolio
|
Q1 2024
New holding
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
1,003
shares
|
$77,722
0.0% of portfolio
|
Q1 2025
Added 298.02%
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
990
shares
|
$76,715
0.0% of portfolio
|
Q4 2024
Reduced 36.54%
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
893
shares
|
$69,198
0.0% of portfolio
|
Q1 2025
Reduced 9.43%
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
869
shares
|
$67,338
0.0% of portfolio
|
Q4 2024
Reduced 26.23%
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
867
shares
|
$67,183
0.01% of portfolio
|
Q2 2025
New holding
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
835
shares
|
$64,704
0.0% of portfolio
|
Q2 2025
New holding
|