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 |
|---|---|---|---|---|---|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
95
shares
|
$7,000
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
90
shares
|
$6,632
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
75
shares
|
$5,526
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
75
shares
|
$5,526
0.0% of portfolio
|
Q1 2024
Reduced 3.85%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
73
shares
|
$5,379
0.0% of portfolio
|
Q4 2024
Reduced 6.41%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
70
shares
|
$5,158
0.0% of portfolio
|
Q1 2024
Added 1.45%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
65
shares
|
$4,789
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
50
shares
|
$3,684
0.0% of portfolio
|
Q2 2023
Reduced 62.69%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
44
shares
|
$3,242
0.0% of portfolio
|
Q3 2023
Reduced 32.31%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
37
shares
|
$2,726
0.0% of portfolio
|
Q4 2024
Reduced 52.56%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
36
shares
|
$2,652
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
21
shares
|
$1,547
0.0% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
3
shares
|
$221
0.0% of portfolio
|
Q3 2023
New holding
|