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

First Trust Industrials/Producer Durables AlphaDEX Fund logo
$63.34 -2.84 (-4.30%)
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Institutional Ownership Changes (13F Filings) for First Trust Industrials/Producer Durables AlphaDEX Fund (NYSEARCA:FXR)

Number of
Institutional Buyers
(last 12 months)
100
Total
Institutional Inflows
(last 12 months)
$208.38M
Number of
Institutional Sellers
(last 12 months)
79
Total
Institutional Outflows
(last 12 months)
$62.39M
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FXR Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/19/2025Northeast Planning Associates INC. NH13,491$1.01M1.0%N/A0.053%
3/17/2025Wealth Enhancement Advisory Services LLC8,385$627K0.0%N/A0.033%
3/12/2025Centaurus Financial Inc.8,816$660K0.0%-9.2%0.035%
2/26/2025Virtue Capital Management LLC88,022$6.59M1.3%+0.2%0.322%
2/25/2025B. Riley Wealth Advisors Inc.7,650$572K0.0%-26.0%0.028%
2/25/2025Armis Advisers LLC3,091$231K0.0%N/A0.011%
2/19/2025WCG Wealth Advisors LLC99,732$7.46M0.5%-0.7%0.365%
2/18/2025Sunbelt Securities Inc.1,443$108K0.0%+511.4%0.005%
2/18/2025Harmony Asset Management LLC23,252$1.74M0.7%-1.7%0.085%
2/18/2025Novak & Powell Financial Services Inc.5,100$382K0.2%+8.5%0.019%
2/17/2025Royal Bank of Canada280,533$20.99M0.0%-8.0%1.026%
2/17/2025EP Wealth Advisors LLC1,607$120K0.0%N/A0.006%
2/17/2025CoreCap Advisors LLC5,820$435K0.0%-10.0%0.021%
2/17/2025Cetera Investment Advisers54,264$4.06M0.0%+36.2%0.198%
2/17/2025Captrust Financial Advisors3,423$256K0.0%N/A0.013%
2/17/2025Citadel Advisors LLC9,323$697K0.0%-46.3%0.034%
2/17/2025Baird Financial Group Inc.218,207$16.32M0.0%-2.4%0.798%
2/17/2025Benjamin Edwards Inc.182,079$13.63M0.2%-6.3%0.666%
2/14/2025Jane Street Group LLC2,811$210K0.0%-92.0%0.010%
2/14/2025Comerica Bank6,195$463K0.0%-7.2%0.023%
2/14/2025Prosperity Consulting Group LLC16,461$1.23M0.1%+16.1%0.060%
2/14/2025Coppell Advisory Solutions LLC24,983$1.87M0.3%-12.8%0.091%
2/14/2025MGO One Seven LLC4,268$319K0.0%+16.4%0.016%
2/14/2025Harvest Investment Services LLC10,039$751K0.2%+22.4%0.037%
2/14/2025Susquehanna International Group LLP40,499$3.03M0.0%+382.0%0.148%
2/14/2025OneDigital Investment Advisors LLC2,845$213K0.0%-15.4%0.010%
2/14/2025Stifel Financial Corp128,519$9.62M0.0%+10.4%0.470%
2/14/2025Tower Research Capital LLC TRC 404$30K0.0%-94.2%0.001%
2/14/2025Transce3nd LLC8,983$678K0.2%N/A0.033%
2/14/2025First Trust Advisors LP10,602,142$793.15M0.7%-2.4%38.765%
2/13/2025NewEdge Advisors LLC290,099$21.70M0.1%+6.1%1.061%
2/13/2025Regal Investment Advisors LLC30,950$2.32M0.2%+6.2%0.113%
2/13/2025Rockefeller Capital Management L.P.33,782$2.53M0.0%-2.4%0.124%
2/13/2025Raymond James Financial Inc.697,673$52.19M0.0%N/A2.551%
2/13/2025Advisory Services Network LLC264,388$19.78M0.4%+6.1%0.967%
2/13/2025Bank of Montreal Can990$74K0.0%-36.5%0.004%
2/13/2025Envestnet Asset Management Inc.82,878$6.20M0.0%+16.9%0.303%
2/13/2025Wells Fargo & Company MN2,052,603$153.56M0.0%+2.3%7.505%
2/12/2025StoneX Group Inc.24,306$1.82M0.1%-6.0%0.089%
2/12/2025Transamerica Financial Advisors Inc.31,874$2.39M0.2%-6.5%0.117%
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2/12/2025JPMorgan Chase & Co.1,759$132K0.0%-40.8%0.006%
2/12/2025Morey & Quinn Wealth Partners LLC4,000$299K0.3%N/A0.015%
2/11/2025Modern Wealth Management LLC96,322$7.43M0.3%N/A0.352%
2/11/2025LPL Financial LLC760,456$56.89M0.0%+14.4%2.780%
2/10/2025Leelyn Smith LLC5,138$384K0.1%-22.2%0.019%
2/10/2025Harbour Investments Inc.34,666$2.59M0.1%-4.4%0.127%
2/10/2025Commonwealth Equity Services LLC87,749$6.56M0.0%-9.7%0.321%
2/7/2025HighTower Advisors LLC26,408$1.98M0.0%-6.7%0.097%
2/7/2025O Dell Group LLC313,450$23.45M5.3%-2.1%1.146%
2/7/2025Independent Advisor Alliance74,612$5.58M0.1%N/A0.273%
2/7/2025Paragon Private Wealth Management LLC36,849$2.76M1.3%+4.2%0.135%
2/7/2025PNC Financial Services Group Inc.6,727$503K0.0%+10.0%0.025%
2/7/2025Ashton Thomas Private Wealth LLC2,991$224K0.0%-4.3%0.011%
2/7/2025Schrum Private Wealth Management LLC26,163$1.96M1.7%-39.2%0.096%
2/6/2025Vestmark Advisory Solutions Inc.48,204$3.61M0.1%+0.9%0.176%
2/6/2025Raymond James Financial Inc.697,673$52.19M0.0%N/A2.551%
2/6/2025SPC Financial Inc.8,919$667K0.1%-19.5%0.033%
2/6/2025NewSquare Capital LLC282,879$21.16M1.7%-0.8%1.034%
2/6/2025Jones Financial Companies Lllp6,699$501K0.0%+47.8%0.024%
2/5/2025Private Trust Co. NA2,626$196K0.0%+99.7%0.010%
2/5/2025Oppenheimer & Co. Inc.70,623$5.28M0.1%-0.4%0.258%
2/5/2025Kovack Advisors Inc.5,821$435K0.0%+2.7%0.021%
2/3/2025Winebrenner Capital Management LLC4,320$323K0.2%N/A0.016%
2/3/2025Navellier & Associates Inc.41,297$3.09M0.4%+14.3%0.151%
2/3/2025Crumly & Associates Inc.34,840$2.61M0.7%-2.7%0.127%
2/3/2025Private Advisor Group LLC29,798$2.23M0.0%+2.8%0.109%
1/31/2025Proactive Wealth Strategies LLC55,306$4.14M2.2%-0.4%0.202%
1/31/2025D.A. Davidson & CO.187,991$14.06M0.1%-0.7%0.687%
1/31/2025Truist Financial Corp172,448$12.90M0.0%+5.2%0.631%
1/31/2025Monument Capital Management65,499$4.90M1.4%-2.5%0.239%
1/29/2025Gladstone Institutional Advisory LLC44,670$3.34M0.2%-13.3%0.163%
1/29/2025Ridgeline Wealth Planning LLC3,359$251K0.2%N/A0.012%
1/29/2025Guided Capital Wealth Management LLC81,587$6.10M5.6%N/A0.298%
1/29/2025Elevation Wealth Partners LLC827$62K0.0%N/A0.003%
1/28/2025Advisors Preferred LLC1,985$148K0.0%N/A0.007%
1/28/2025Realta Investment Advisors8,348$630K0.3%+5.6%0.031%
1/27/2025Stratos Wealth Partners LTD.4,306$322K0.0%+24.5%0.016%
1/24/2025HFG Advisors Inc.15,455$1.16M1.0%+2.8%0.057%
1/24/2025U.S. Capital Wealth Advisors LLC3,962$296K0.0%N/A0.014%
1/24/2025DAVENPORT & Co LLC19,441$1.45M0.0%+1.4%0.071%
1/23/2025TriaGen Wealth Management LLC34,389$2.57M0.9%-4.6%0.126%
1/23/2025Strategic Blueprint LLC22,125$1.66M0.1%+4.9%0.081%
1/23/2025Gateway Wealth Partners LLC2,716$203K0.1%N/A0.010%
1/22/2025Nilsine Partners LLC254,035$19.00M2.0%+6.2%0.929%
1/21/2025Cyndeo Wealth Partners LLC24,474$1.83M0.1%-13.7%0.089%
1/21/2025Geneos Wealth Management Inc.1,459$109K0.0%-13.2%0.005%
1/17/2025Apeiron RIA LLC20,112$1.51M0.4%+3.1%0.074%
1/17/2025Secure Asset Management LLC17,587$1.32M0.2%+3.0%0.064%
1/17/2025MinichMacGregor Wealth Management LLC9,218$690K0.1%-3.9%0.034%
1/17/2025Janney Montgomery Scott LLC144,602$10.82M0.0%-9.1%0.529%
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1/16/2025Tudor Financial Inc.14,989$1.12M0.7%-1.6%0.055%
1/16/2025Purus Wealth Management LLC21,785$1.63M0.6%+22.3%0.080%
1/14/2025Outlook Wealth Advisors LLC11,834$885K0.3%-4.8%0.043%
1/14/2025SeaCrest Wealth Management LLC3,978$298K0.0%-12.2%0.015%
1/13/2025Davis Investment Partners LLC14,849$1.10M0.5%+26.1%0.054%
1/8/2025International Assets Investment Management LLC4,011$299K0.0%N/A0.015%
12/26/2024JPMorgan Chase & Co.2,969$225K0.0%+68.7%0.011%
12/13/2024B. 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%
11/25/2024Wilmington Savings Fund Society FSB856$65K0.0%N/A0.003%
(Data available from 1/1/2016 forward)

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FXR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FXR shares?

During the previous two years, 187 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 154 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 9,493,041 shares in the last 24 months. This purchase volume represents approximately $590.11M 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 3,950,151 shares in the last 24 months. This volume of shares sold represents approximately $255.03M in transactions.


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This page (NYSEARCA:FXR) was last updated on 4/4/2025 by MarketBeat.com Staff
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