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 |
|---|---|---|---|---|---|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
90
shares
|
$6,974
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
75
shares
|
$5,811
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
75
shares
|
$5,811
0.0% of portfolio
|
Q1 2024
Reduced 3.85%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
73
shares
|
$5,656
0.0% of portfolio
|
Q4 2024
Reduced 6.41%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
70
shares
|
$5,424
0.0% of portfolio
|
Q1 2024
Added 1.45%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
65
shares
|
$5,036
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
50
shares
|
$3,874
0.0% of portfolio
|
Q2 2023
Reduced 62.69%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
48
shares
|
$3,719
0.0% of portfolio
|
Q1 2025
Reduced 76.92%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
44
shares
|
$3,409
0.0% of portfolio
|
Q3 2023
Reduced 32.31%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
37
shares
|
$2,867
0.0% of portfolio
|
Q4 2024
Reduced 52.56%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
36
shares
|
$2,789
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
21
shares
|
$1,627
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
3
shares
|
$232
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|