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 |
|---|---|---|---|---|---|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,274
shares
|
$388,641
0.42% of portfolio
|
Q4 2022
Added 0.74%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Feb 10, 2025 Q4 2024 |
5,138
shares
|
$378,619
0.07% of portfolio
|
Q4 2024
Reduced 22.16%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Feb 14, 2025 Q4 2024 |
5,100
shares
|
$375,819
0.23% of portfolio
|
Q4 2024
Added 8.51%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
5,056
shares
|
$372,576
0.19% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
5,032
shares
|
$370,808
0.03% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
4,938
shares
|
$363,881
0.06% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
4,679
shares
|
$344,795
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
4,582
shares
|
$337,647
0.0% of portfolio
|
Q4 2024
Reduced 15.46%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jan 21, 2025 Q4 2024 |
4,559
shares
|
$335,952
0.07% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
4,452
shares
|
$328,067
0.01% of portfolio
|
Q3 2024
Reduced 24.29%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
4,320
shares
|
$318,340
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
4,306
shares
|
$317,309
0.0% of portfolio
|
Q4 2024
Added 24.49%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
4,269
shares
|
$314,582
0.09% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
4,268
shares
|
$314,508
0.01% of portfolio
|
Q4 2024
Added 16.36%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
4,219
shares
|
$310,898
0.13% of portfolio
|
Q2 2022
Added 0.24%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
4,041
shares
|
$297,781
0.16% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
4,034
shares
|
$297,265
0.0% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
4,011
shares
|
$295,570
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
4,000
shares
|
$294,760
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
3,978
shares
|
$293,138
0.03% of portfolio
|
Q4 2024
Reduced 12.22%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
3,962
shares
|
$291,959
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
3,962
shares
|
$291,959
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
3,939
shares
|
$290,264
0.09% of portfolio
|
Q4 2023
Reduced 75.65%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
3,588
shares
|
$264,399
0.01% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
3,565
shares
|
$262,704
0.0% of portfolio
|
Q4 2024
New holding
|