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

First Trust Industrials/Producer Durables AlphaDEX Fund logo
$76.35 -0.45 (-0.59%)
As of 12:09 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)
99
Total
Institutional Inflows
(last 12 months)
$199.40M
Number of
Institutional Sellers
(last 12 months)
98
Total
Institutional Outflows
(last 12 months)
$80.62M
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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
7/14/2025GAMMA Investing LLC398$30K0.0%N/A0.002%
7/11/2025 Farther Finance Advisors LLC13,635$1.01M0.0%-9.9%0.056%
7/11/2025 Silver Oak Securities Incorporated867$64K0.0%N/A0.004%
7/11/2025 CX Institutional4,461$331K0.0%-87.9%0.018%
7/10/2025 Guided Capital Wealth Management LLC94,200$6.99M5.4%-1.1%0.389%
7/10/2025 Wealth Enhancement Advisory Services LLC7,455$572K0.0%-5.8%0.031%
7/8/2025 Elevation Wealth Partners LLC378$28K0.0%-54.3%0.002%
7/8/2025 Davis Investment Partners LLC17,703$1.34M0.5%+1.7%0.073%
7/7/2025 Trust Co. of Oklahoma11,262$836K0.3%-20.7%0.039%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.15,111$1.12M0.1%+71,857.1%0.052%
7/2/2025 Crumly & Associates Inc.34,306$2.55M0.6%-0.7%0.141%
5/29/2025Apeiron RIA LLC20,914$1.46M0.4%+4.0%0.085%
5/21/2025Geneos Wealth Management Inc.1,611$112K0.0%+10.4%0.007%
5/16/2025Coppell Advisory Solutions LLC13,529$912K0.1%-45.8%0.054%
5/16/2025Jones Financial Companies Lllp8,792$612K0.0%+31.2%0.035%
5/15/2025Paragon Private Wealth Management LLC26,450$1.84M0.9%-28.2%0.106%
5/15/2025Royal Bank of Canada249,522$17.38M0.0%-11.1%1.004%
5/15/2025MAI Capital Management9,780$681K0.0%-14.9%0.039%
5/15/2025Baird Financial Group Inc.217,579$15.15M0.0%-0.3%0.876%
5/14/2025Transamerica Financial Advisors LLC30,615$2.13M0.2%-3.9%0.123%
5/14/2025WCG Wealth Advisors LLC84,364$5.88M0.4%-15.4%0.339%
5/14/2025Comerica Bank6,388$445K0.0%+3.1%0.026%
5/14/2025Kestra Advisory Services LLC24,800$1.73M0.0%-2.4%0.100%
5/14/2025Purus Wealth Management LLC21,506$1.50M0.6%-1.3%0.087%
5/14/2025Summit Financial LLC96,844$6.74M0.2%+752.3%0.390%
5/14/2025PGIM Custom Harvest LLC9,760$680K0.0%-4.8%0.039%
5/13/2025TriaGen Wealth Management LLC16,259$1.13M0.4%-52.7%0.065%
5/13/2025Raymond James Financial Inc.687,956$47.91M0.0%-1.4%2.768%
5/13/2025Vestmark Advisory Solutions Inc.25,466$1.77M0.0%-47.2%0.102%
5/12/2025Benjamin Edwards Inc.169,472$11.80M0.2%-6.9%0.682%
5/12/2025Founders Financial Alliance LLC3,178$221K0.1%+5.2%0.013%
5/9/2025PNC Financial Services Group Inc.6,134$427K0.0%-8.8%0.025%
5/8/2025SPC Financial Inc.10,323$719K0.1%+15.7%0.042%
5/8/2025Harbour Investments Inc.45,396$3.16M0.1%+31.0%0.183%
5/8/2025Private Advisory Group LLC11,595$807K0.1%-44.9%0.047%
5/8/2025Arkadios Wealth Advisors4,836$337K0.0%-22.5%0.019%
5/7/2025Prosperity Consulting Group LLC16,098$1.12M0.1%-2.2%0.065%
5/7/2025LPL Financial LLC673,286$46.89M0.0%-11.5%2.709%
5/6/2025Cetera Investment Advisers49,321$3.44M0.0%-9.1%0.198%
5/6/2025Kovack Advisors Inc.4,891$341K0.0%-16.0%0.020%
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5/6/2025WMG Financial Advisors LLC19,517$1.36M0.6%-2.5%0.079%
5/5/2025Private Advisor Group LLC25,579$1.78M0.0%-14.2%0.103%
5/5/2025Transce3nd LLC7,391$505K0.2%-17.7%0.030%
5/2/2025Wealthfront Advisers LLC8,163$568K0.0%-7.7%0.033%
5/1/2025MTM Investment Management LLC25,730$1.80M0.7%-1.2%0.104%
5/1/2025Stephens Inc. AR6,029$420K0.0%-6.6%0.024%
5/1/2025Realta Investment Advisors8,933$622K0.3%+7.0%0.036%
4/30/2025TradeWell Securities LLC.18,763$1.31M0.7%+6.0%0.076%
4/30/2025Stratos Wealth Partners LTD.4,610$321K0.0%+7.1%0.019%
4/30/2025Planning Directions Inc.11,204$780K0.3%N/A0.045%
4/29/2025Envestnet Asset Management Inc.80,432$5.60M0.0%-3.0%0.324%
4/29/2025Strategic Blueprint LLC23,280$1.62M0.1%+5.2%0.094%
4/28/2025D.A. Davidson & CO.186,080$12.96M0.1%-1.0%0.749%
4/28/2025Private Trust Co. NA2,154$150K0.0%-18.0%0.009%
4/25/2025Monument Capital Management64,436$4.49M1.4%-1.6%0.256%
4/25/2025WealthBridge Capital Management LLC3,872$270K0.1%-9.3%0.015%
4/24/2025Kraft Davis & Associates LLC3,425$221K0.1%-13.0%0.014%
4/23/2025Oppenheimer & Co. Inc.60,498$4.21M0.1%-14.3%0.240%
4/22/2025Cambridge Investment Research Advisors Inc.37,575$2.62M0.0%-7.5%0.149%
4/22/2025 Crumly & Associates Inc.34,534$2.41M0.7%-0.9%0.137%
4/22/2025MinichMacGregor Wealth Management LLC9,427$657K0.1%+2.3%0.037%
4/22/2025Nilsine Partners LLC272,167$18.95M2.1%+7.1%1.080%
4/21/2025O Dell Group LLC315,866$22.00M5.7%+0.8%1.253%
4/21/2025 Guided Capital Wealth Management LLC95,234$6.63M5.5%+16.7%0.378%
4/21/2025HFG Advisors Inc.15,140$1.05M0.9%-2.0%0.060%
4/17/2025Janney Montgomery Scott LLC142,235$9.91M0.0%-1.6%0.564%
4/17/2025Cyndeo Wealth Partners LLC25,667$1.79M0.1%+4.9%0.102%
4/17/2025Pacific Sun Financial Corp7,860$547K0.3%-4.4%0.031%
4/16/2025 Wealth Enhancement Advisory Services LLC7,917$551K0.0%-5.6%0.031%
4/15/2025 Davis Investment Partners LLC17,411$1.15M0.5%+17.3%0.069%
4/15/2025 CX Institutional36,811$2.56M0.1%N/A0.146%
4/15/2025 Trust Co. of Oklahoma14,210$990K0.3%-5.2%0.056%
4/14/2025 Farther Finance Advisors LLC15,139$1.06M0.0%+321.9%0.060%
4/14/2025NewSquare Capital LLC276,975$19.29M1.6%-2.1%1.099%
4/14/2025Outlook Wealth Advisors LLC15,009$1.05M0.3%+26.8%0.060%
4/9/2025 Quad Cities Investment Group LLC4,551$317K0.2%-10.0%0.018%
4/9/2025 NBC Securities Inc.849$59K0.0%N/A0.003%
3/19/2025Northeast Planning Associates INC. NH13,491$1.01M1.0%N/A0.053%
3/17/2025 Wealth 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%
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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%
(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, 183 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), Raymond James Financial Inc. ($47.91M), LPL Financial LLC ($46.89M), Raymond James Financial Services Advisors Inc. ($31.44M), UBS Group AG ($30M), and Raymond James & Associates ($24.60M).Learn more on First Trust Industrials/Producer Durables AlphaDEX Fund's institutional investors.

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

Of the 144 institutional investors that purchased First Trust Industrials/Producer Durables AlphaDEX Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($1.40M), International Assets Investment Management LLC ($230.87K), NewSquare Capital LLC ($225.54K), Nilsine Partners LLC ($222.77K), Benjamin Edwards Inc. ($192.87K), Raymond James & Associates ($157.34K), and D.A. Davidson & CO. ($148.64K).

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

Institutional investors have bought a total of 2,685,268 shares in the last 24 months. This purchase volume represents approximately $199.40M in transactions.

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

Of the 98 institutional investors that sold First Trust Industrials/Producer Durables AlphaDEX Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: First Trust Advisors LP ($257.40K), Raymond James Financial Services Advisors Inc. ($100.54K), LPL Financial LLC ($95.90K), Royal Bank of Canada ($55.51K), Cambridge Investment Research Advisors Inc. ($41.90K), B. Riley Wealth Advisors Inc. ($40.88K), and D.A. Davidson & CO. ($35.59K).

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

Institutional investors have sold a total of 1,117,679 shares in the last 24 months. This volume of shares sold represents approximately $80.62M in transactions.


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This page (NYSEARCA:FXR) was last updated on 7/15/2025 by MarketBeat.com Staff
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