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

First Trust Industrials/Producer Durables AlphaDEX Fund logo
$82.15 +0.88 (+1.08%)
(As of 11/22/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
81
Total
Institutional Inflows
(last 12 months)
$95.71M
Number of
Institutional Sellers
(last 12 months)
74
Total
Institutional Outflows
(last 12 months)
$157.28M
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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
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%
11/15/2024 Stifel Financial Corp116,435$8.82M0.0%-11.8%0.426%
11/15/2024 Harmony Asset Management LLC23,644$1.79M0.7%+1.5%0.086%
11/15/2024 Benjamin Edwards Inc.194,295$14.73M0.2%+7,601.0%0.710%
11/14/2024 Rockefeller Capital Management L.P.34,600$2.62M0.0%+0.7%0.127%
11/14/2024 RPg Family Wealth Advisory LLC5,465$414K0.1%-19.1%0.020%
11/13/2024 Transamerica Financial Advisors Inc.34,078$2.58M0.3%-10.6%0.125%
11/13/2024 FMR LLC3,893$295K0.0%+15.7%0.014%
11/13/2024 D.A. Davidson & CO.189,255$14.34M0.1%+10.2%0.692%
11/12/2024 Centaurus Financial Inc.9,711$736K0.0%-2.5%0.036%
11/12/2024 StoneX Group Inc.25,844$1.96M0.2%-6.2%0.094%
11/12/2024 Leelyn Smith LLC6,601$500K0.1%-19.9%0.024%
11/12/2024 Navellier & Associates Inc.36,121$2.74M0.4%-23.8%0.132%
11/8/2024 Prospera Financial Services Inc5,343$405K0.0%-80.3%0.020%
11/7/2024 MAI Capital Management15,162$1.15M0.0%-25.6%0.055%
11/7/2024 Claro Advisors LLC4,938$374K0.0%-4.2%0.018%
11/6/2024 Schrum Private Wealth Management LLC43,044$3.26M1.7%+62.0%0.157%
11/6/2024 Kovack Advisors Inc.5,667$429K0.0%-7.3%0.021%
11/6/2024 Oppenheimer & Co. Inc.70,904$5.37M0.1%-13.8%0.259%
11/5/2024 Prime Capital Investment Advisors LLC2,649$201K0.0%N/A0.010%
11/5/2024 Ashton Thomas Private Wealth LLC3,126$237K0.0%-11.4%0.011%
11/5/2024 Proactive Wealth Strategies LLC55,503$4.21M2.3%N/A0.203%
11/5/2024 Harbour Investments Inc.36,246$2.75M0.1%+2.1%0.133%
11/1/2024 Crumly & Associates Inc.35,822$2.71M0.8%-1.3%0.131%
10/30/2024 Focused Wealth Management Inc464$35K0.0%N/A0.002%
10/30/2024 MinichMacGregor Wealth Management LLC9,592$727K0.2%-3.4%0.035%
10/29/2024 Janney Montgomery Scott LLC159,133$12.06M0.0%-5.3%0.582%
10/29/2024 Realta Investment Advisors7,906$612K0.3%-14.3%0.029%
10/29/2024 Farther Finance Advisors LLC3,675$278K0.0%-8.9%0.013%
10/28/2024 Gladstone Institutional Advisory LLC51,543$3.91M0.2%+2.6%0.188%
10/25/2024 Strategic Blueprint LLC21,089$1.60M0.1%+10.2%0.077%
10/25/2024 Worth Financial Advisory Group LLC2,678$203K0.1%N/A0.010%
10/24/2024 Arkadios Wealth Advisors6,236$472K0.0%+2.7%0.023%
10/23/2024 Outlook Wealth Advisors LLC12,434$942K0.3%+4.9%0.045%
10/22/2024 Private Advisor Group LLC28,987$2.20M0.0%+7.6%0.106%
10/19/2024Cyndeo Wealth Partners LLC28,367$2.15M0.1%-4.6%0.104%
10/18/2024Raymond James & Associates324,725$24.60M0.0%-2.6%1.187%
10/17/2024 Claro Advisors LLC4,747$360K0.0%-8.0%0.017%
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10/17/2024 AlphaMark Advisors LLC700$53K0.0%-50.0%0.003%
10/16/2024 Secure Asset Management LLC17,071$1.29M0.2%+34.8%0.062%
10/16/2024 Quad Cities Investment Group LLC5,173$392K0.2%-3.5%0.019%
10/15/2024 NBC Securities Inc.902$68K0.0%-14.0%0.003%
10/10/2024 Concourse Financial Group Securities Inc.2,809$213K0.0%+60.7%0.010%
10/9/2024 Private Advisory Group LLC21,620$1.64M0.2%+6.6%0.079%
10/8/2024 CWM LLC59,838$4.53M0.0%-15.2%0.219%
10/8/2024 Atwood & Palmer Inc.575$44K0.0%-43.9%0.002%
10/7/2024 SignalPoint Asset Management LLC11,609$879K0.2%-5.1%0.042%
10/7/2024 Davis Investment Partners LLC11,775$886K0.4%N/A0.043%
10/7/2024 WealthBridge Capital Management LLC4,227$320K0.1%+30.7%0.015%
10/7/2024 GAMMA Investing LLC664$50K0.0%N/A0.002%
9/23/2024 Centaurus Financial Inc.9,958$678K0.0%+3.5%0.036%
8/26/2024 Founders Financial Alliance LLC3,045$207K0.1%-12.8%0.011%
8/22/2024 Cetera Investment Advisers43,289$2.95M0.0%-4.9%0.158%
8/21/2024 SPC Financial Inc.11,052$752K0.1%-9.3%0.040%
8/21/2024 Truist Financial Corp162,016$11.03M0.0%+2.0%0.592%
8/19/2024B. Riley Wealth Advisors Inc.12,662$862K0.0%-73.9%0.046%
8/16/2024 Gateway Wealth Partners LLC3,066$209K0.1%+6.2%0.011%
8/16/2024 Regal Investment Advisors LLC26,226$1.79M0.1%+1.4%0.096%
8/16/2024 NewEdge Advisors LLC273,418$18.61M0.1%+3.3%1.000%
8/14/2024 Gateway Advisory LLC90,080$6.13M1.0%+1.6%0.329%
8/13/2024 Benjamin Edwards Inc.2,523$172K0.0%+10.6%0.009%
8/13/2024Benjamin F. Edwards & Company Inc.193,520$13.17M0.2%-4.7%0.708%
8/12/2024 WCG Wealth Advisors LLC103,571$7.05M0.5%-5.8%0.379%
8/12/2024 RPg Family Wealth Advisory LLC6,754$460K0.2%+19.8%0.025%
8/8/2024 Envestnet Asset Management Inc.74,822$5.09M0.0%+0.2%0.274%
8/8/2024 CoreCap Advisors LLC7,295$496K0.1%N/A0.027%
8/8/2024 Oppenheimer & Co. Inc.82,211$5.60M0.1%+2.4%0.301%
8/8/2024 LPL Financial LLC691,678$47.08M0.0%-1.2%2.529%
8/5/2024 Private Advisor Group LLC26,932$1.83M0.0%+2.9%0.098%
8/3/2024 Crumly & Associates Inc.36,307$2.47M0.7%-6.0%0.133%
8/1/2024 D.A. Davidson & CO.171,808$11.69M0.1%-15.9%0.628%
8/1/2024 Summit Financial LLC13,275$903K0.0%-1.7%0.049%
7/31/2024 Nilsine Partners LLC237,534$16.17M2.2%+2.1%0.868%
7/31/2024 Farther Finance Advisors LLC4,033$271K0.0%-4.9%0.015%
7/31/2024 Bellevue Asset Management LLC4,039$275K0.2%-8.8%0.015%
7/30/2024 WMG Financial Advisors LLC19,841$1.35M0.7%+7.8%0.073%
7/30/2024 International Assets Investment Management LLC3,535$241K0.0%+18.7%0.013%
7/27/2024 Strategic Blueprint LLC19,129$1.30M0.1%+3.0%0.070%
7/26/2024 Harbour Investments Inc.35,491$2.42M0.1%+4.7%0.130%
7/26/2024 Cambridge Investment Research Advisors Inc.42,679$2.91M0.0%-47.7%0.156%
7/26/2024 Atomi Financial Group Inc.8,404$572K0.0%+11.3%0.031%
7/24/2024 Secure Asset Management LLC12,664$862K0.2%N/A0.046%
7/23/2024 Private Advisory Group LLC20,279$1.38M0.2%+199.7%0.074%
7/23/2024 NewSquare Capital LLC282,935$19.26M1.7%-0.9%1.034%
7/20/2024Raymond James Financial Services Advisors Inc.462,005$31.44M0.0%-17.9%1.689%
7/19/2024 Pacific Sun Financial Corp8,170$556K0.3%-4.1%0.030%
7/19/2024Raymond James & Associates333,362$22.69M0.0%+15.3%1.219%
7/19/2024Well Done LLC12,135$826K0.2%+30.4%0.044%
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7/18/2024 Outlook Wealth Advisors LLC11,857$807K0.2%+2.6%0.043%
7/18/2024TriaGen Wealth Management LLC36,007$2.45M0.9%+0.7%0.132%
7/16/2024 Apeiron RIA LLC18,597$1.27M0.4%-2.3%0.068%
7/13/2024 Quad Cities Investment Group LLC5,363$365K0.2%-10.2%0.020%
7/13/2024 HFG Advisors Inc.15,117$1.03M1.0%-1.1%0.055%
7/12/2024 Southland Equity Partners LLC6,228$424K0.1%-2.3%0.023%
7/10/2024 Atwood & Palmer Inc.1,025$70K0.0%-61.8%0.004%
7/10/2024 CWM LLC70,533$4.80M0.0%-9.1%0.258%
5/24/2024Cetera Advisors LLC11,351$828K0.0%+57.3%0.042%
5/24/2024 Cetera Investment Advisers45,527$3.32M0.0%+82.3%0.166%
(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, 170 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 ($699.87M), Wells Fargo & Company MN ($124.61M), Bank of America Corp DE ($71.10M), LPL Financial LLC ($47.08M), 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 139 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), First Trust Advisors LP ($599.47K), LPL Financial LLC ($229.58K), International Assets Investment Management LLC ($226.85K), NewSquare Capital LLC ($225.54K), Benjamin Edwards Inc. ($192.87K), and Nilsine Partners LLC ($189.90K).

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

Institutional investors have bought a total of 8,498,565 shares in the last 24 months. This purchase volume represents approximately $491.94M in transactions.

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

Of the 109 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 ($1.52M), Raymond James Financial Services Advisors Inc. ($340.80K), NewSquare Capital LLC ($318.96K), Wells Fargo & Company MN ($311.62K), Envestnet Asset Management Inc. ($251.66K), CWM LLC ($237.86K), and Truist Financial Corp ($135.35K).

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

Institutional investors have sold a total of 4,704,328 shares in the last 24 months. This volume of shares sold represents approximately $283.60M in transactions.



This page (NYSEARCA:FXR) was last updated on 11/23/2024 by MarketBeat.com Staff
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