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

First Trust Industrials/Producer Durables AlphaDEX Fund logo
$79.51 -0.55 (-0.68%)
As of 01:53 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)
110
Total
Institutional Inflows
(last 12 months)
$206.35M
Number of
Institutional Sellers
(last 12 months)
105
Total
Institutional Outflows
(last 12 months)
$114.02M
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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
8/19/2025 B. Riley Wealth Advisors Inc.7,916$588K0.0%N/A0.033%
8/19/2025 Advisory Services Network LLC257,724$19.90M0.3%-0.3%1.072%
8/18/2025 Geneos Wealth Management Inc.2,725$202K0.0%+69.1%0.011%
8/15/2025 Tower Research Capital LLC TRC 1,374$102K0.0%-81.5%0.006%
8/15/2025 MML Investors Services LLC7,355$546K0.0%-18.5%0.031%
8/15/2025 Modern Wealth Management LLC95,393$7.08M0.2%-1.1%0.397%
8/15/2025 Garden State Investment Advisory Services LLC4,302$319K0.1%+9.9%0.018%
8/15/2025 EP Wealth Advisors LLC2,182$162K0.0%+35.8%0.009%
8/15/2025 Benjamin Edwards Inc.174,212$12.93M0.2%+2.8%0.724%
8/15/2025 Bank of America Corp DE1,018,005$75.56M0.0%-22.3%4.233%
8/14/2025 Raymond James Financial Inc.675,013$50.10M0.0%-1.9%2.807%
8/14/2025 Transamerica Financial Advisors LLC30,926$2.30M0.2%+1.0%0.129%
8/14/2025 NewEdge Advisors LLC315,712$23.43M0.1%+4.6%1.313%
8/14/2025 Transce3nd LLC6,501$486K0.2%-12.0%0.027%
8/13/2025 PGIM Custom Harvest LLC42,364$3.14M0.1%+334.1%0.176%
8/13/2025 StoneX Group Inc.24,984$1.85M0.1%+2.8%0.104%
8/13/2025 Proactive Wealth Strategies LLC54,911$4.08M1.9%-0.5%0.228%
8/13/2025 Baird Financial Group Inc.201,032$14.92M0.0%-7.6%0.836%
8/13/2025 First Trust Advisors LP10,276,667$762.73M0.6%-2.3%42.730%
8/13/2025 Twin Peaks Wealth Advisors LLC500$39K0.0%N/A0.002%
8/13/2025 WCG Wealth Advisors LLC87,760$6.51M0.4%+4.0%0.365%
8/13/2025 Virtue Capital Management LLC97,048$7.20M1.3%-3.6%0.404%
8/13/2025 Level Four Advisory Services LLC3,941$293K0.0%-6.6%0.016%
8/13/2025 Northwestern Mutual Wealth Management Co.1,002$74K0.0%+15.3%0.004%
8/13/2025 Choreo LLC3,130$232K0.0%N/A0.013%
8/12/2025 Steward Partners Investment Advisory LLC3,030$225K0.0%-14.5%0.013%
8/12/2025 MAI Capital Management6,935$515K0.0%-29.1%0.029%
8/8/2025 MTM Investment Management LLC25,093$1.86M0.6%-2.5%0.104%
8/8/2025 Rockefeller Capital Management L.P.33,276$2.47M0.0%-1.1%0.138%
8/8/2025 Cetera Investment Advisers47,769$3.55M0.0%-3.1%0.197%
8/8/2025 PNC Financial Services Group Inc.3,990$296K0.0%-35.0%0.016%
8/6/2025 Prospera Financial Services Inc14,007$1.04M0.0%+208.8%0.058%
8/6/2025 AE Wealth Management LLC343$25K0.0%-61.6%0.001%
8/6/2025 Vestmark Advisory Solutions Inc.45,844$3.40M0.0%+80.0%0.189%
8/6/2025 O Dell Group LLC310,979$23.08M5.8%-1.5%1.285%
8/5/2025 HFG Advisors Inc.14,713$1.09M0.9%-2.8%0.061%
8/5/2025 Claro Advisors LLC5,096$378K0.1%+4.6%0.021%
8/5/2025 NewSquare Capital LLC276,524$20.52M1.5%-0.2%1.143%
8/5/2025 Advisors Preferred LLC1,091$83K0.0%N/A0.005%
8/5/2025 Prosperity Consulting Group LLC15,719$1.17M0.1%-2.4%0.065%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.tc pixel

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8/4/2025 Kovack Advisors Inc.4,270$317K0.0%-12.7%0.018%
8/4/2025 Arkadios Wealth Advisors5,107$379K0.0%+5.6%0.021%
8/4/2025 Daymark Wealth Partners LLC20,226$1.50M0.1%N/A0.084%
8/1/2025 Motco900$69K0.0%N/A0.004%
8/1/2025 Envestnet Asset Management Inc.116,487$8.65M0.0%+44.8%0.481%
7/31/2025 Wealthfront Advisers LLC10,524$781K0.0%+28.9%0.043%
7/30/2025 Strategic Blueprint LLC22,541$1.67M0.1%-3.2%0.093%
7/30/2025 D.A. Davidson & CO.172,526$12.81M0.1%-7.3%0.713%
7/30/2025 Greenup Street Wealth Management LLC46,309$3.44M0.6%+8.9%0.191%
7/29/2025 Stratos Wealth Partners LTD.3,254$242K0.0%-29.4%0.013%
7/29/2025 Private Trust Co. NA1,234$92K0.0%-42.7%0.005%
7/28/2025 Harbour Investments Inc.47,725$3.54M0.1%+5.1%0.197%
7/28/2025 RFG Advisory LLC3,009$223K0.0%N/A0.012%
7/25/2025 MGO One Seven LLC3,994$296K0.0%-11.6%0.017%
7/25/2025 SPC Financial Inc.9,474$703K0.1%-8.2%0.039%
7/25/2025 CWM LLC42,495$3.15M0.0%-25.6%0.176%
7/24/2025 Trust Co. of Toledo NA OH780$58K0.0%N/A0.003%
7/24/2025 Monument Capital Management65,259$4.84M1.3%+1.3%0.270%
7/24/2025 Cyndeo Wealth Partners LLC23,852$1.77M0.1%-7.1%0.099%
7/24/2025 WMG Financial Advisors LLC18,710$1.39M0.5%-4.1%0.077%
7/23/2025 REAP Financial Group LLC1,373$102K0.0%-38.5%0.006%
7/23/2025 TriaGen Wealth Management LLC30,180$2.24M0.7%+85.6%0.125%
7/23/2025 Prime Capital Investment Advisors LLC2,796$207K0.0%N/A0.012%
7/22/2025 DAVENPORT & Co LLC18,842$1.40M0.0%-2.5%0.078%
7/22/2025 Realta Investment Advisors9,760$724K0.3%+9.3%0.040%
7/21/2025 Ameritas Advisory Services LLC835$62K0.0%N/A0.003%
7/18/2025 Truist Financial Corp182,305$13.53M0.0%+2.3%0.753%
7/17/2025 Janney Montgomery Scott LLC136,473$10.13M0.0%-4.1%0.563%
7/16/2025 MinichMacGregor Wealth Management LLC9,634$715K0.2%+2.2%0.040%
7/16/2025 CX Institutional4,461$331K0.0%-87.9%0.018%
7/14/2025 GAMMA 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%
5/29/2025 Apeiron RIA LLC20,914$1.46M0.4%+4.0%0.085%
5/21/2025 Geneos Wealth Management Inc.1,611$112K0.0%+10.4%0.007%
5/16/2025 Coppell Advisory Solutions LLC13,529$912K0.1%-45.8%0.054%
5/16/2025 Jones Financial Companies Lllp8,792$612K0.0%+31.2%0.035%
5/15/2025 Paragon Private Wealth Management LLC26,450$1.84M0.9%-28.2%0.106%
5/15/2025 Royal Bank of Canada249,522$17.38M0.0%-11.1%1.004%
5/15/2025 MAI Capital Management9,780$681K0.0%-14.9%0.039%
5/15/2025 Baird Financial Group Inc.217,579$15.15M0.0%-0.3%0.876%
5/14/2025 Transamerica Financial Advisors LLC30,615$2.13M0.2%-3.9%0.123%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.tc pixel

Watch the National Emergency broadcast here
5/14/2025 WCG Wealth Advisors LLC84,364$5.88M0.4%-15.4%0.339%
5/14/2025 Comerica Bank6,388$445K0.0%+3.1%0.026%
5/14/2025 Kestra Advisory Services LLC24,800$1.73M0.0%-2.4%0.100%
5/14/2025 Purus Wealth Management LLC21,506$1.50M0.6%-1.3%0.087%
5/14/2025 Summit Financial LLC96,844$6.74M0.2%+752.3%0.390%
5/14/2025 PGIM Custom Harvest LLC9,760$680K0.0%-4.8%0.039%
5/13/2025 TriaGen Wealth Management LLC16,259$1.13M0.4%-52.7%0.065%
5/13/2025 Raymond James Financial Inc.687,956$47.91M0.0%-1.4%2.768%
5/13/2025 Vestmark Advisory Solutions Inc.25,466$1.77M0.0%-47.2%0.102%
5/12/2025 Benjamin Edwards Inc.169,472$11.80M0.2%-6.9%0.682%
(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, 186 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 ($762.73M), Wells Fargo & Company MN ($153.56M), Bank of America Corp DE ($75.56M), Raymond James Financial Inc. ($50.10M), LPL Financial LLC ($46.89M), Raymond James Financial Services Advisors Inc. ($31.44M), and UBS Group AG ($30M).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 152 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), Nilsine Partners LLC ($212.32K), Benjamin Edwards Inc. ($197.61K), Envestnet Asset Management Inc. ($138.23K), Raymond James & Associates ($121.55K), and UBS Group AG ($111.63K).

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

Institutional investors have bought a total of 2,769,941 shares in the last 24 months. This purchase volume represents approximately $206.35M in transactions.

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

Of the 105 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 ($503.54K), Bank of America Corp DE ($291.92K), LPL Financial LLC ($87.17K), CX Institutional ($64.70K), Royal Bank of Canada ($55.51K), Jane Street Group LLC ($32.19K), and Janney Montgomery Scott LLC ($31.64K).

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

Institutional investors have sold a total of 1,547,602 shares in the last 24 months. This volume of shares sold represents approximately $114.02M in transactions.



This page (NYSEARCA:FXR) was last updated on 8/25/2025 by MarketBeat.com Staff
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