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 |
|---|---|---|---|---|---|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
780
shares
|
$60,442
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
751
shares
|
$58,194
0.0% of portfolio
|
Q4 2024
Reduced 12.27%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
750
shares
|
$58,117
0.0% of portfolio
|
Q3 2019
Reduced 11.56%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
700
shares
|
$54,243
0.02% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
582
shares
|
$45,099
0.0% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
575
shares
|
$44,556
0.0% of portfolio
|
Q3 2024
Reduced 43.9%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
473
shares
|
$36,652
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
424
shares
|
$32,855
0.01% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
398
shares
|
$30,841
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
378
shares
|
$29,291
0.01% of portfolio
|
Q2 2025
Reduced 54.29%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
366
shares
|
$28,361
0.0% of portfolio
|
Q1 2022
Added 3.68%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
366
shares
|
$28,361
0.0% of portfolio
|
Q2 2024
Added 0.27%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
288
shares
|
$22,317
0.05% of portfolio
|
Q2 2022
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
231
shares
|
$17,900
0.01% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
213
shares
|
$16,505
0.0% of portfolio
|
Q3 2024
Reduced 20.52%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
210
shares
|
$16,272
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
190
shares
|
$14,723
0.0% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
184
shares
|
$14,258
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
164
shares
|
$12,708
0.01% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
150
shares
|
$11,623
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
118
shares
|
$9,143
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
104
shares
|
$8,058
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
100
shares
|
$7,748
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
97
shares
|
$7,516
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
95
shares
|
$7,361
0.0% of portfolio
|
Q2 2024
New holding
|