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

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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)
90
Total
Institutional Inflows
(last 12 months)
$377.80M
Number of
Institutional Sellers
(last 12 months)
91
Total
Institutional Outflows
(last 12 months)
$186.48M
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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
5/8/2024Avantax Advisory Services Inc.15,062$1.10M0.0%-29.6%0.055%
5/8/2024Russell Investments Group Ltd.1,150$84K0.0%N/A0.004%
5/8/2024O Dell Group LLC310,952$22.69M5.6%+0.5%1.137%
5/7/2024WMG Financial Advisors LLC18,406$1.34M0.8%-1.4%0.067%
5/7/2024Atomi Financial Group Inc.7,550$551K0.1%+4.6%0.028%
5/7/2024Oppenheimer & Co. Inc.80,276$5.86M0.1%+59.4%0.294%
5/6/2024 Envestnet Portfolio Solutions Inc.2,787$203K0.0%N/A0.010%
5/6/2024 Advisory Services Network LLC236,628$17.26M0.4%+2.6%0.865%
5/4/2024 SPC Financial Inc.12,179$889K0.1%-3.8%0.045%
5/1/2024 StoneX Group Inc.28,535$2.08M0.2%-2.4%0.104%
5/1/2024 Janney Montgomery Scott LLC167,834$12.25M0.0%+11.4%0.614%
4/30/2024 Private Advisor Group LLC26,169$1.91M0.0%+7.5%0.096%
4/30/2024 WealthBridge Capital Management LLC3,226$235K0.1%-4.7%0.012%
4/30/2024 Arkadios Wealth Advisors6,139$448K0.0%-10.2%0.022%
4/29/2024Commonwealth Equity Services LLC117,230$8.55M0.0%+12.6%0.429%
4/29/2024 Benjamin Edwards Inc.2,281$166K0.0%+60.2%0.008%
4/29/2024 Benjamin F. Edwards & Company Inc.203,004$14.81M0.3%-4.0%0.742%
4/26/2024 Bellevue Asset Management LLC4,428$323K0.2%-12.8%0.016%
4/25/2024 Cambridge Investment Research Advisors Inc.81,544$5.95M0.0%+4.3%0.298%
4/23/2024 TriaGen Wealth Management LLC35,772$2.61M1.1%+3.3%0.131%
4/23/2024 Strategic Blueprint LLC18,566$1.36M0.1%+2.0%0.068%
4/23/2024 Raymond James Financial Services Advisors Inc.562,544$41.04M0.1%+4.6%2.057%
4/22/2024 Nilsine Partners LLC232,668$16.98M2.3%+70.6%0.851%
4/22/2024 Outlook Wealth Advisors LLC11,562$844K0.3%+28.8%0.042%
4/22/2024 Raymond James & Associates289,065$21.09M0.0%-2.0%1.057%
4/20/2024 Kesler Norman & Wride LLC19,383$1.41M0.3%+1.6%0.068%
4/19/2024 Trust Co. of Oklahoma14,994$1.09M0.4%+88.0%0.053%
4/19/2024 Monument Capital Management54,097$3.95M1.1%+418.3%0.190%
4/15/2024 Sunbelt Securities Inc.432$32K0.0%+83.1%0.002%
4/13/2024 Quad Cities Investment Group LLC5,969$436K0.3%-5.8%0.021%
4/12/2024 Southland Equity Partners LLC6,375$465K0.1%-8.2%0.022%
4/12/2024 Purus Wealth Management LLC17,377$1.27M0.6%-2.5%0.061%
4/11/2024 International Assets Investment Management LLC2,978$215K0.0%-14.6%0.010%
4/10/2024 Atwood & Palmer Inc.2,680$196K0.0%-15.5%0.009%
4/9/2024 Mather Group LLC.348$25K0.0%N/A0.001%
3/22/2024PNC Financial Services Group Inc.7,258$471K0.0%+12.8%0.026%
3/15/2024B. Riley Wealth Advisors Inc.70,532$4.58M0.1%+45.3%0.248%
2/26/2024Centaurus Financial Inc.9,205$597K0.0%+1.7%0.032%
2/21/2024Novak & Powell Financial Services Inc.4,489$291K0.2%N/A0.016%
2/16/2024O Dell Group LLC309,500$20.07M5.3%-1.4%1.090%
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2/14/2024Barometer Capital Management Inc.8,200$532K0.2%-40.6%0.029%
2/14/2024Regal Investment Advisors LLC24,548$1.59M0.1%-2.5%0.086%
2/13/2024Cetera Advisor Networks LLC59,331$3.85M0.0%+174.0%0.209%
2/13/2024Oppenheimer & Co. Inc.50,353$3.27M0.1%+47.6%0.177%
2/13/2024First Trust Advisors LP10,790,416$699.87M0.8%-11.2%37.994%
2/12/2024 StoneX Group Inc.29,244$1.90M0.2%-8.5%0.103%
2/12/2024Stifel Financial Corp172,072$11.16M0.0%+20.6%0.606%
2/12/2024Steward Partners Investment Advisory LLC5,125$332K0.0%+29.8%0.018%
2/9/2024Founders Financial Alliance LLC3,595$233K0.1%+5.9%0.013%
2/9/2024 Advisory Services Network LLC230,620$14.96M0.4%+2.5%0.812%
2/9/2024 Cambridge Investment Research Advisors Inc.78,215$5.07M0.0%-38.3%0.275%
2/9/2024D.A. Davidson & CO.203,620$13.21M0.1%-2.1%0.717%
2/9/2024Wells Fargo & Company MN1,921,253$124.61M0.0%-0.6%6.765%
2/9/2024Paragon Private Wealth Management LLC30,400$1.97M1.4%-2.1%0.107%
2/9/2024Gladstone Institutional Advisory LLC53,429$3.47M0.2%-1.1%0.188%
2/9/2024UBS Group AG462,535$30M0.0%+29.4%1.629%
2/9/2024PNC Financial Services Group Inc.7,258$471K0.0%+12.8%0.026%
2/8/2024Great Lakes Advisors LLC7,116$462K0.0%N/A0.025%
2/8/2024Navellier & Associates Inc.64,544$4.19M0.6%+3.8%0.227%
2/8/2024 Meridian Wealth Management LLC5,441$353K0.0%+27.7%0.019%
2/8/2024WMG Financial Advisors LLC18,664$1.21M0.8%+7.8%0.066%
2/8/2024 MinichMacGregor Wealth Management LLC11,006$714K0.2%-82.4%0.039%
2/8/2024 Janney Montgomery Scott LLC150,690$9.77M0.0%-1.3%0.531%
2/7/2024Avantax Advisory Services Inc.21,408$1.39M0.0%-21.1%0.075%
2/7/2024 NBC Securities Inc.1,370$88K0.0%-29.8%0.005%
2/7/2024Gateway Advisory LLC86,581$5.62M1.1%+21.1%0.305%
2/6/2024 Private Advisor Group LLC24,335$1.58M0.0%+11.3%0.086%
2/6/2024 Spire Wealth Management24,683$1.58M0.1%-7.8%0.087%
2/6/2024Vestmark Advisory Solutions Inc.82,924$5.38M0.3%+6.7%0.292%
2/6/2024 Merit Financial Group LLC31,458$2.04M0.1%-32.9%0.111%
2/6/2024 Benjamin F. Edwards & Company Inc.211,529$13.72M0.3%-4.6%0.745%
2/6/2024 Benjamin Edwards Inc.1,424$92K0.0%-43.2%0.005%
2/6/2024 Summit Financial LLC13,379$868K0.1%+1.3%0.047%
2/2/2024Truist Financial Corp165,518$10.74M0.0%-33.7%0.583%
2/2/2024Atria Wealth Solutions Inc.7,433$482K0.0%-14.5%0.026%
2/1/2024NewSquare Capital LLC223,921$14.52M1.4%-30.2%0.788%
2/1/2024 Monument Capital Management10,437$677K0.2%+13.1%0.037%
2/1/2024 CWM LLC112,832$7.32M0.0%-25.9%0.397%
1/31/2024 J.W. Cole Advisors Inc.9,213$598K0.0%N/A0.032%
1/31/2024Kraft Davis & Associates LLC3,939$255K0.1%-75.6%0.014%
1/30/2024 Avior Wealth Management LLC1,192$77K0.0%-18.9%0.004%
1/29/2024 Outlook Wealth Advisors LLC8,979$582K0.2%-9.8%0.032%
1/29/2024 Crumly & Associates Inc.78,302$5.08M1.5%-11.5%0.276%
1/26/2024 Schrum Private Wealth Management LLC21,933$1.42M2.0%-17.5%0.077%
1/26/2024 Turtle Creek Wealth Advisors LLC546$35K0.0%N/A0.002%
1/25/2024 Strategic Blueprint LLC18,207$1.18M0.1%+4.2%0.064%
1/24/2024 Stratos Wealth Partners LTD.8,487$550K0.0%+38.8%0.030%
1/24/2024Advisors Preferred LLC428$28K0.0%N/A0.002%
1/24/2024 Nilsine Partners LLC136,346$8.84M1.4%-13.1%0.480%
1/24/2024 Arkadios Wealth Advisors6,835$443K0.0%-13.3%0.024%
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1/24/2024 International Assets Investment Management LLC226,297$14.68M0.0%N/A0.797%
1/24/2024 Private Trust Co. NA4,702$305K0.0%+71.9%0.017%
1/23/2024 DAVENPORT & Co LLC16,902$1.10M0.0%-3.1%0.060%
1/23/2024Colonial River Wealth Management LLC4,176$271K0.2%-28.2%0.015%
1/23/2024RPg Family Wealth Advisory LLC7,473$485K0.2%+9.5%0.026%
1/23/2024 Trust Co. of Oklahoma7,975$517K0.2%-26.1%0.028%
1/23/2024 TriaGen Wealth Management LLC34,628$2.25M1.1%-1.1%0.122%
1/22/2024 Claro Advisors LLC5,286$343K0.1%-7.7%0.019%
1/19/2024 Realta Investment Advisors10,463$679K0.2%-4.0%0.037%
1/18/2024 Trueblood Wealth Management LLC4,679$303K0.2%N/A0.016%
(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), Raymond James Financial Services Advisors Inc. ($41.04M), LPL Financial LLC ($33.76M), UBS Group AG ($30M), and O Dell Group LLC ($22.69M).Learn more on FXR's institutional investors.

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

Of the 137 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 ($3.94M), First Trust Advisors LP ($1.39M), NewSquare Capital LLC ($370.66K), Janney Montgomery Scott LLC ($256.71K), LPL Financial LLC ($229.58K), International Assets Investment Management LLC ($226.30K), and Nilsine Partners LLC ($185.03K).

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

Institutional investors have bought a total of 10,186,222 shares in the last 24 months. This purchase volume represents approximately $559.92M in transactions.

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

Of the 115 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), Wells Fargo & Company MN ($533.95K), NewSquare Capital LLC ($525.52K), Raymond James Financial Services Advisors Inc. ($360.84K), LPL Financial LLC ($293.90K), Commonwealth Equity Services LLC ($290.00K), and CWM LLC ($281.00K).

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

Institutional investors have sold a total of 5,942,425 shares in the last 24 months. This volume of shares sold represents approximately $335.50M in transactions.


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This page (NYSEARCA:FXR) was last updated on 5/8/2024 by MarketBeat.com Staff

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