Free Trial

First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) Institutional Ownership

First Trust Industrials/Producer Durables AlphaDEX Fund logo
$72.17 -1.80 (-2.43%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for First Trust Industrials/Producer Durables AlphaDEX Fund (NYSEARCA:FXR)

Number of
Institutional Buyers
(last 12 months)
99
Total
Institutional Inflows
(last 12 months)
$208.22M
Number of
Institutional Sellers
(last 12 months)
79
Total
Institutional Outflows
(last 12 months)
$62.32M
Get FXR Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust Industrials/Producer Durables AlphaDEX Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

FXR Institutional Buying and Selling by Quarter

First Trust Industrials/Producer Durables AlphaDEX Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/26/2025 Virtue Capital Management LLC88,022$6.59M1.3%+0.2%0.322%
2/25/2025 B. Riley Wealth Advisors Inc.7,650$572K0.0%-26.0%0.028%
2/25/2025 Armis Advisers LLC3,091$231K0.0%N/A0.011%
2/19/2025 WCG Wealth Advisors LLC99,732$7.46M0.5%-0.7%0.365%
2/18/2025 Sunbelt Securities Inc.1,443$108K0.0%+511.4%0.005%
2/18/2025 Harmony Asset Management LLC23,252$1.74M0.7%-1.7%0.085%
2/18/2025 Novak & Powell Financial Services Inc.5,100$382K0.2%+8.5%0.019%
2/17/2025 Royal Bank of Canada280,533$20.99M0.0%-8.0%1.026%
2/17/2025 EP Wealth Advisors LLC1,607$120K0.0%N/A0.006%
2/17/2025 CoreCap Advisors LLC5,820$435K0.0%-10.0%0.021%
2/17/2025 Cetera Investment Advisers54,264$4.06M0.0%+36.2%0.198%
2/17/2025 Captrust Financial Advisors3,423$256K0.0%N/A0.013%
2/17/2025 Citadel Advisors LLC9,323$697K0.0%-46.3%0.034%
2/17/2025 Baird Financial Group Inc.218,207$16.32M0.0%-2.4%0.798%
2/17/2025 Benjamin Edwards Inc.182,079$13.63M0.2%-6.3%0.666%
2/14/2025 Jane Street Group LLC2,811$210K0.0%-92.0%0.010%
2/14/2025 Comerica Bank6,195$463K0.0%-7.2%0.023%
2/14/2025 Prosperity Consulting Group LLC16,461$1.23M0.1%+16.1%0.060%
2/14/2025 Coppell Advisory Solutions LLC24,983$1.87M0.3%-12.8%0.091%
2/14/2025 MGO One Seven LLC4,268$319K0.0%+16.4%0.016%
2/14/2025 Harvest Investment Services LLC10,039$751K0.2%+22.4%0.037%
2/14/2025 Susquehanna International Group LLP40,499$3.03M0.0%+382.0%0.148%
2/14/2025 OneDigital Investment Advisors LLC2,845$213K0.0%-15.4%0.010%
2/14/2025 Stifel Financial Corp128,519$9.62M0.0%+10.4%0.470%
2/14/2025 Tower Research Capital LLC TRC 404$30K0.0%-94.2%0.001%
2/14/2025 Transce3nd LLC8,983$678K0.2%N/A0.033%
2/14/2025 First Trust Advisors LP10,602,142$793.15M0.7%-2.4%38.765%
2/13/2025 NewEdge Advisors LLC290,099$21.70M0.1%+6.1%1.061%
2/13/2025 Regal Investment Advisors LLC30,950$2.32M0.2%+6.2%0.113%
2/13/2025 Rockefeller Capital Management L.P.33,782$2.53M0.0%-2.4%0.124%
2/13/2025 Raymond James Financial Inc.697,673$52.19M0.0%N/A2.551%
2/13/2025 Advisory Services Network LLC264,388$19.78M0.4%+6.1%0.967%
2/13/2025 Bank of Montreal Can990$74K0.0%-36.5%0.004%
2/13/2025 Envestnet Asset Management Inc.82,878$6.20M0.0%+16.9%0.303%
2/13/2025 Wells Fargo & Company MN2,052,603$153.56M0.0%+2.3%7.505%
2/12/2025 StoneX Group Inc.24,306$1.82M0.1%-6.0%0.089%
2/12/2025 Transamerica Financial Advisors Inc.31,874$2.39M0.2%-6.5%0.117%
2/12/2025 JPMorgan Chase & Co.1,759$132K0.0%-40.8%0.006%
2/12/2025 Morey & Quinn Wealth Partners LLC4,000$299K0.3%N/A0.015%
2/11/2025 Modern Wealth Management LLC96,322$7.43M0.3%N/A0.352%
Collect $7k per month from Tesla’s SECRET dividend (Ad)

There's a little-known secret about Tesla that even seasoned investors don't know. Despite not paying a traditional dividend, there's a way to collect up to $7,013 per month from Tesla… starting as early as next month. This backdoor strategy is changing the game for smart investors. Want to see how it works?

Click here to uncover Tesla's hidden income secret.
2/11/2025 LPL Financial LLC760,456$56.89M0.0%+14.4%2.780%
2/10/2025 Leelyn Smith LLC5,138$384K0.1%-22.2%0.019%
2/10/2025 Harbour Investments Inc.34,666$2.59M0.1%-4.4%0.127%
2/10/2025 Commonwealth Equity Services LLC87,749$6.56M0.0%-9.7%0.321%
2/7/2025 HighTower Advisors LLC26,408$1.98M0.0%-6.7%0.097%
2/7/2025 O Dell Group LLC313,450$23.45M5.3%-2.1%1.146%
2/7/2025 Independent Advisor Alliance74,612$5.58M0.1%N/A0.273%
2/7/2025 Paragon Private Wealth Management LLC36,849$2.76M1.3%+4.2%0.135%
2/7/2025 PNC Financial Services Group Inc.6,727$503K0.0%+10.0%0.025%
2/7/2025 Ashton Thomas Private Wealth LLC2,991$224K0.0%-4.3%0.011%
2/7/2025 Schrum Private Wealth Management LLC26,163$1.96M1.7%-39.2%0.096%
2/6/2025 Vestmark Advisory Solutions Inc.48,204$3.61M0.1%+0.9%0.176%
2/6/2025 Raymond James Financial Inc.697,673$52.19M0.0%N/A2.551%
2/6/2025 SPC Financial Inc.8,919$667K0.1%-19.5%0.033%
2/6/2025 NewSquare Capital LLC282,879$21.16M1.7%-0.8%1.034%
2/6/2025 Jones Financial Companies Lllp6,699$501K0.0%+47.8%0.024%
2/5/2025 Private Trust Co. NA2,626$196K0.0%+99.7%0.010%
2/5/2025 Oppenheimer & Co. Inc.70,623$5.28M0.1%-0.4%0.258%
2/5/2025 Kovack Advisors Inc.5,821$435K0.0%+2.7%0.021%
2/3/2025 Winebrenner Capital Management LLC4,320$323K0.2%N/A0.016%
2/3/2025 Navellier & Associates Inc.41,297$3.09M0.4%+14.3%0.151%
2/3/2025 Crumly & Associates Inc.34,840$2.61M0.7%-2.7%0.127%
2/3/2025 Private Advisor Group LLC29,798$2.23M0.0%+2.8%0.109%
1/31/2025 Proactive Wealth Strategies LLC55,306$4.14M2.2%-0.4%0.202%
1/31/2025 D.A. Davidson & CO.187,991$14.06M0.1%-0.7%0.687%
1/31/2025 Truist Financial Corp172,448$12.90M0.0%+5.2%0.631%
1/31/2025 Monument Capital Management65,499$4.90M1.4%-2.5%0.239%
1/29/2025 Gladstone Institutional Advisory LLC44,670$3.34M0.2%-13.3%0.163%
1/29/2025 Ridgeline Wealth Planning LLC3,359$251K0.2%N/A0.012%
1/29/2025 Guided Capital Wealth Management LLC81,587$6.10M5.6%N/A0.298%
1/29/2025 Elevation Wealth Partners LLC827$62K0.0%N/A0.003%
1/28/2025 Advisors Preferred LLC1,985$148K0.0%N/A0.007%
1/28/2025 Realta Investment Advisors8,348$630K0.3%+5.6%0.031%
1/27/2025 Stratos Wealth Partners LTD.4,306$322K0.0%+24.5%0.016%
1/24/2025 HFG Advisors Inc.15,455$1.16M1.0%+2.8%0.057%
1/24/2025 U.S. Capital Wealth Advisors LLC3,962$296K0.0%N/A0.014%
1/24/2025 DAVENPORT & Co LLC19,441$1.45M0.0%+1.4%0.071%
1/23/2025 TriaGen Wealth Management LLC34,389$2.57M0.9%-4.6%0.126%
1/23/2025 Strategic Blueprint LLC22,125$1.66M0.1%+4.9%0.081%
1/23/2025 Gateway Wealth Partners LLC2,716$203K0.1%N/A0.010%
1/22/2025 Nilsine Partners LLC254,035$19.00M2.0%+6.2%0.929%
1/21/2025 Cyndeo Wealth Partners LLC24,474$1.83M0.1%-13.7%0.089%
1/21/2025 Geneos Wealth Management Inc.1,459$109K0.0%-13.2%0.005%
1/17/2025 Apeiron RIA LLC20,112$1.51M0.4%+3.1%0.074%
1/17/2025 Secure Asset Management LLC17,587$1.32M0.2%+3.0%0.064%
1/17/2025 MinichMacGregor Wealth Management LLC9,218$690K0.1%-3.9%0.034%
1/17/2025 Janney Montgomery Scott LLC144,602$10.82M0.0%-9.1%0.529%
1/16/2025 Tudor Financial Inc.14,989$1.12M0.7%-1.6%0.055%
1/16/2025 Purus Wealth Management LLC21,785$1.63M0.6%+22.3%0.080%
1/14/2025 Outlook Wealth Advisors LLC11,834$885K0.3%-4.8%0.043%
A market crash is coming—here’s when (Ad)

The stock market cycle I've used to identify the most likely day of the next market crash is the exact same indicator that helped me call the bear market of 2018... the bull market in 2020... the bear market in 2022... the roaring bull markets in 2023 and 2024... and more. I'm convinced it has helped me identify the next big crash too. We are at an important juncture in the markets. Knowing what to do in the months to come is critical.

Click here to check out my full write-up.
1/14/2025 SeaCrest Wealth Management LLC3,978$298K0.0%-12.2%0.015%
1/13/2025 Davis Investment Partners LLC14,849$1.10M0.5%+26.1%0.054%
1/8/2025 International Assets Investment Management LLC4,011$299K0.0%N/A0.015%
12/26/2024 JPMorgan Chase & Co.2,969$225K0.0%+68.7%0.011%
12/13/2024 B. Riley Wealth Advisors Inc.10,344$781K0.0%-18.3%0.038%
12/12/2024Brass Tax Wealth Management Inc.3,260$247K0.1%-3.8%0.012%
11/25/2024 Wilmington Savings Fund Society FSB856$65K0.0%N/A0.003%
11/21/2024 Tudor Financial Inc.15,231$1.15M0.7%N/A0.056%
11/18/2024 Virtue Capital Management LLC87,841$6.66M1.3%-5.6%0.321%
11/15/2024 Jane Street Group LLC34,996$2.65M0.0%+34.2%0.128%
(Data available from 1/1/2016 forward)

FXR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FXR shares?

During the previous two years, 185 institutional investors and hedge funds held shares of First Trust Industrials/Producer Durables AlphaDEX Fund. The most heavily invested institutionals were First Trust Advisors LP ($793.15M), Wells Fargo & Company MN ($153.56M), LPL Financial LLC ($56.89M), Raymond James Financial Inc. ($52.19M), Raymond James Financial Services Advisors Inc. ($31.44M), UBS Group AG ($30M), and Raymond James & Associates ($24.60M).Learn more on FXR's institutional investors.

Which institutional investors have been buying First Trust Industrials/Producer Durables AlphaDEX Fund stock?

Of the 152 institutional investors that purchased First Trust Industrials/Producer Durables AlphaDEX Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gateway Advisory LLC ($3.87M), Raymond James Financial Inc. ($1.40M), LPL Financial LLC ($322.31K), International Assets Investment Management LLC ($230.87K), NewSquare Capital LLC ($225.54K), Nilsine Partners LLC ($204.64K), and Benjamin Edwards Inc. ($192.87K).

How much institutional buying is happening at First Trust Industrials/Producer Durables AlphaDEX Fund?

Institutional investors have bought a total of 9,488,837 shares in the last 24 months. This purchase volume represents approximately $589.39M in transactions.

Which First Trust Industrials/Producer Durables AlphaDEX Fund major shareholders have been selling company stock?

Of the 120 institutional investors that sold First Trust Industrials/Producer Durables AlphaDEX Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: First Trust Advisors LP ($1.77M), Raymond James Financial Services Advisors Inc. ($236.72K), Truist Financial Corp ($135.35K), Commonwealth Equity Services LLC ($133.47K), NewSquare Capital LLC ($119.95K), Envestnet Asset Management Inc. ($117.57K), and B. Riley Wealth Advisors Inc. ($116.62K).

How much institutional selling is happening at First Trust Industrials/Producer Durables AlphaDEX Fund?

Institutional investors have sold a total of 3,996,838 shares in the last 24 months. This volume of shares sold represents approximately $257.41M in transactions.



This page (NYSEARCA:FXR) was last updated on 3/3/2025 by MarketBeat.com Staff
From Our Partners