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

First Trust Industrials/Producer Durables AlphaDEX Fund logo
$79.49 +1.23 (+1.58%)
As of 02:11 PM Eastern
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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)
87
Total
Institutional Inflows
(last 12 months)
$84.61M
Number of
Institutional Sellers
(last 12 months)
70
Total
Institutional Outflows
(last 12 months)
$146.18M
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FXR Institutional Buying and Selling by Quarter

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
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%
1/28/2025 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%
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%
12/26/2024JPMorgan 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%
11/25/2024 Wilmington Savings Fund Society FSB856$65K0.0%N/A0.003%
11/21/2024 Tudor Financial Inc.15,231$1.15M0.7%N/A0.056%
11/18/2024Virtue Capital Management LLC87,841$6.66M1.3%-5.6%0.321%
11/15/2024Jane Street Group LLC34,996$2.65M0.0%+34.2%0.128%
11/15/2024Stifel Financial Corp116,435$8.82M0.0%-11.8%0.426%
11/15/2024Harmony Asset Management LLC23,644$1.79M0.7%+1.5%0.086%
11/15/2024Benjamin Edwards Inc.194,295$14.73M0.2%+7,601.0%0.710%
11/14/2024Rockefeller Capital Management L.P.34,600$2.62M0.0%+0.7%0.127%
11/14/2024RPg Family Wealth Advisory LLC5,465$414K0.1%-19.1%0.020%
11/13/2024Transamerica Financial Advisors Inc.34,078$2.58M0.3%-10.6%0.125%
11/13/2024FMR LLC3,893$295K0.0%+15.7%0.014%
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11/13/2024D.A. Davidson & CO.189,255$14.34M0.1%+10.2%0.692%
11/12/2024Centaurus Financial Inc.9,711$736K0.0%-2.5%0.036%
11/12/2024StoneX Group Inc.25,844$1.96M0.2%-6.2%0.094%
11/12/2024Leelyn Smith LLC6,601$500K0.1%-19.9%0.024%
11/12/2024Navellier & Associates Inc.36,121$2.74M0.4%-23.8%0.132%
11/8/2024Prospera Financial Services Inc5,343$405K0.0%-80.3%0.020%
11/7/2024MAI Capital Management15,162$1.15M0.0%-25.6%0.055%
11/7/2024 Claro Advisors LLC4,938$374K0.0%-4.2%0.018%
11/6/2024Schrum Private Wealth Management LLC43,044$3.26M1.7%+62.0%0.157%
11/6/2024Kovack Advisors Inc.5,667$429K0.0%-7.3%0.021%
11/6/2024Oppenheimer & Co. Inc.70,904$5.37M0.1%-13.8%0.259%
11/5/2024Prime Capital Investment Advisors LLC2,649$201K0.0%N/A0.010%
11/5/2024Ashton Thomas Private Wealth LLC3,126$237K0.0%-11.4%0.011%
11/5/2024Proactive Wealth Strategies LLC55,503$4.21M2.3%N/A0.203%
11/5/2024Harbour Investments Inc.36,246$2.75M0.1%+2.1%0.133%
11/1/2024Crumly & 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%
10/29/2024Farther Finance Advisors LLC3,675$278K0.0%-8.9%0.013%
10/28/2024Gladstone 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%
10/25/2024Worth 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%
10/22/2024Private Advisor Group LLC28,987$2.20M0.0%+7.6%0.106%
10/19/2024 Cyndeo 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%
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%
10/10/2024Concourse Financial Group Securities Inc.2,809$213K0.0%+60.7%0.010%
10/9/2024Private Advisory Group LLC21,620$1.64M0.2%+6.6%0.079%
10/8/2024CWM 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%
10/7/2024WealthBridge Capital Management LLC4,227$320K0.1%+30.7%0.015%
10/7/2024 GAMMA Investing LLC664$50K0.0%N/A0.002%
9/23/2024Centaurus Financial Inc.9,958$678K0.0%+3.5%0.036%
8/26/2024Founders Financial Alliance LLC3,045$207K0.1%-12.8%0.011%
8/22/2024Cetera Investment Advisers43,289$2.95M0.0%-4.9%0.158%
8/21/2024SPC Financial Inc.11,052$752K0.1%-9.3%0.040%
8/21/2024Truist 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%
8/16/2024Regal Investment Advisors LLC26,226$1.79M0.1%+1.4%0.096%
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8/16/2024NewEdge Advisors LLC273,418$18.61M0.1%+3.3%1.000%
8/14/2024Gateway Advisory LLC90,080$6.13M1.0%+1.6%0.329%
8/13/2024Benjamin 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%
8/12/2024WCG Wealth Advisors LLC103,571$7.05M0.5%-5.8%0.379%
8/12/2024RPg Family Wealth Advisory LLC6,754$460K0.2%+19.8%0.025%
8/8/2024Envestnet Asset Management Inc.74,822$5.09M0.0%+0.2%0.274%
8/8/2024CoreCap Advisors LLC7,295$496K0.1%N/A0.027%
8/8/2024Oppenheimer & Co. Inc.82,211$5.60M0.1%+2.4%0.301%
8/8/2024LPL Financial LLC691,678$47.08M0.0%-1.2%2.529%
(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, 177 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 144 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), International Assets Investment Management LLC ($230.87K), LPL Financial LLC ($229.58K), 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 8,449,020 shares in the last 24 months. This purchase volume represents approximately $492.35M in transactions.

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

Of the 111 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 4,698,655 shares in the last 24 months. This volume of shares sold represents approximately $284.04M in transactions.


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This page (NYSEARCA:FXR) was last updated on 1/30/2025 by MarketBeat.com Staff
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