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 186 institutions that hold shares in the stock, with a total of 21.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
9,981,455
shares
|
$754 Million
0.61% of portfolio
|
Q3 2025
Reduced 2.87%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,828,734
shares
|
$138 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,480,581
shares
|
$112 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,014,607
shares
|
$76.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
658,227
shares
|
$49.7 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
603,483
shares
|
$45.6 Million
0.01% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
386,450
shares
|
$29.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
377,222
shares
|
$28.5 Million
0.04% of portfolio
|
Q3 2024
Reduced 18.35%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
324,725
shares
|
$24.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Oct 27, 2025 Q3 2025 |
318,657
shares
|
$24.1 Million
5.4% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
304,378
shares
|
$23 Million
0.12% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 06, 2025 Q3 2025 |
275,024
shares
|
$20.8 Million
1.93% of portfolio
|
Q3 2025
Added 19.83%
|
|
|
New Square Capital LLC
|
Nov 12, 2025 Q3 2025 |
273,037
shares
|
$20.6 Million
1.48% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
255,577
shares
|
$19.3 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
193,520
shares
|
$14.6 Million
0.23% of portfolio
|
Q2 2024
Reduced 4.67%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
187,818
shares
|
$14.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.03%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
183,766
shares
|
$13.9 Million
0.02% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
179,596
shares
|
$13.6 Million
0.17% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
174,986
shares
|
$13.2 Million
0.09% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
153,175
shares
|
$11.6 Million
0.02% of portfolio
|
Q3 2025
Reduced 23.81%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
150,635
shares
|
$11.4 Million
0.01% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
129,690
shares
|
$9.79 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.97%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
113,280
shares
|
$8.55 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
100,003
shares
|
$7.55 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
98,319
shares
|
$7.42 Million
1.25% of portfolio
|
Q3 2025
Added 1.31%
|
|