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 189 institutions that hold shares in the stock, with a total of 23.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
3,423
shares
|
$252,240
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
3,407
shares
|
$251,061
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Jan 29, 2025 Q4 2024 |
3,359
shares
|
$247,524
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
3,260
shares
|
$240,229
0.1% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
3,022
shares
|
$222,691
0.06% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
2,991
shares
|
$220,406
0.01% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
2,950
shares
|
$217,385
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
2,845
shares
|
$209,648
0.0% of portfolio
|
Q4 2024
Reduced 15.35%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
2,833
shares
|
$208,763
0.0% of portfolio
|
Q4 2024
Added 6.95%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,811
shares
|
$207,142
0.0% of portfolio
|
Q4 2024
Reduced 91.97%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
2,809
shares
|
$206,995
0.01% of portfolio
|
Q3 2024
Added 60.7%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
2,716
shares
|
$200,142
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
2,626
shares
|
$193,509
0.02% of portfolio
|
Q4 2024
Added 99.7%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,201
shares
|
$162,191
0.0% of portfolio
|
Q2 2020
Added 63.39%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Jan 28, 2025 Q4 2024 |
1,985
shares
|
$146,274
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,759
shares
|
$129,620
0.0% of portfolio
|
Q4 2024
Reduced 40.75%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
1,607
shares
|
$118,419
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,459
shares
|
$107,513
0.0% of portfolio
|
Q4 2024
Reduced 13.21%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
1,443
shares
|
$106,334
0.01% of portfolio
|
Q4 2024
Added 511.44%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
1,150
shares
|
$84,743
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
1,081
shares
|
$79,658
0.0% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
990
shares
|
$72,953
0.0% of portfolio
|
Q4 2024
Reduced 36.54%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
986
shares
|
$72,658
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
869
shares
|
$64,036
0.0% of portfolio
|
Q4 2024
Reduced 26.23%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
827
shares
|
$60,941
0.03% of portfolio
|
Q4 2024
New holding
|