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 |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
26,408
shares
|
$1.95 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.69%
|
|
|
Schrum Private Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
26,163
shares
|
$1.93 Million
1.66% of portfolio
|
Q4 2024
Reduced 39.22%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
26,035
shares
|
$1.92 Million
0.79% of portfolio
|
Q4 2021
Added 0.33%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
25,416
shares
|
$1.87 Million
0.01% of portfolio
|
Q4 2024
Added 7.64%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
24,983
shares
|
$1.84 Million
0.26% of portfolio
|
Q4 2024
Reduced 12.84%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
24,474
shares
|
$1.8 Million
0.13% of portfolio
|
Q4 2024
Reduced 13.72%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
24,306
shares
|
$1.79 Million
0.12% of portfolio
|
Q4 2024
Reduced 5.95%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
24,272
shares
|
$1.79 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
23,252
shares
|
$1.71 Million
0.69% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
22,125
shares
|
$1.63 Million
0.11% of portfolio
|
Q4 2024
Added 4.91%
|
|
|
Purus Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
21,785
shares
|
$1.61 Million
0.67% of portfolio
|
Q4 2024
Added 22.29%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Feb 14, 2025 Q4 2024 |
21,052
shares
|
$1.55 Million
0.18% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
20,112
shares
|
$1.48 Million
0.43% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
20,023
shares
|
$1.48 Million
0.7% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
19,441
shares
|
$1.43 Million
0.01% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
17,587
shares
|
$1.3 Million
0.21% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
16,461
shares
|
$1.21 Million
0.09% of portfolio
|
Q4 2024
Added 16.05%
|
|
|
Hfg Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
15,455
shares
|
$1.14 Million
1.05% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
15,203
shares
|
$1.12 Million
0.58% of portfolio
|
Q4 2023
Added 4.22%
|
|
|
Trust CO Of Oklahoma
|
Jan 17, 2025 Q4 2024 |
14,994
shares
|
$1.1 Million
0.37% of portfolio
|
Q1 2024
Added 88.01%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Jan 16, 2025 Q4 2024 |
14,989
shares
|
$1.1 Million
0.66% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 13, 2025 Q4 2024 |
14,849
shares
|
$1.09 Million
0.46% of portfolio
|
Q4 2024
Added 26.11%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
12,135
shares
|
$894,228
0.17% of portfolio
|
Q2 2024
Added 30.41%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
11,834
shares
|
$872,047
0.31% of portfolio
|
Q4 2024
Reduced 4.83%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
11,610
shares
|
$855,540
0.23% of portfolio
|
Q4 2024
Added 0.01%
|