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 22 Million shares, which have been reported (via 13F filing form) to have a value of $1.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
575
shares
|
$44,349
0.0% of portfolio
|
Q3 2024
Reduced 43.9%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
516
shares
|
$39,799
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
493
shares
|
$38,025
0.0% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
473
shares
|
$36,482
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
446
shares
|
$34,399
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 15, 2025 Q3 2025 |
425
shares
|
$32,780
0.01% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
398
shares
|
$30,697
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
388
shares
|
$29,926
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
378
shares
|
$29,155
0.01% of portfolio
|
Q2 2025
Reduced 54.29%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
348
shares
|
$26,841
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
291
shares
|
$22,444
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
289
shares
|
$22,290
0.0% of portfolio
|
Q2 2025
Added 92.67%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
288
shares
|
$22,213
0.05% of portfolio
|
Q2 2022
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 30, 2025 Q3 2025 |
232
shares
|
$17,894
0.01% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
213
shares
|
$16,428
0.0% of portfolio
|
Q3 2024
Reduced 20.52%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
210
shares
|
$16,197
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
184
shares
|
$14,191
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
156
shares
|
$12,032
0.0% of portfolio
|
Q3 2025
Reduced 5.45%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
143
shares
|
$11,029
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
104
shares
|
$8,021
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
100
shares
|
$7,713
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
95
shares
|
$7,327
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
90
shares
|
$6,941
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
75
shares
|
$5,784
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
75
shares
|
$5,784
0.0% of portfolio
|
Q1 2024
Reduced 3.85%
|