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

First Trust Industrials/Producer Durables AlphaDEX Fund logo
$88.98 +0.30 (+0.34%)
As of 10:57 AM 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)
89
Total
Institutional Inflows
(last 12 months)
$80.82M
Number of
Institutional Sellers
(last 12 months)
98
Total
Institutional Outflows
(last 12 months)
$276.61M
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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
7/8/2026 Thurston Springer Miller Herd & Titak Inc.5,315$484K0.2%+13.4%0.064%
7/7/2026 Quad Cities Investment Group LLC3,799$346K0.1%-3.3%0.047%
7/2/2026 CX Institutional1,957$178K0.0%-86.0%0.025%
6/18/2026Western Wealth Management LLC1,792$146K0.0%N/A0.022%
6/3/2026NewEdge Advisors LLC27,985$2.28M0.0%-39.0%0.350%
5/19/2026Western Wealth Management LLC1,792$146K0.0%N/A0.022%
5/19/2026Paragon Private Wealth Management LLC20,333$1.66M0.5%-4.1%0.254%
5/19/2026NewEdge Advisors LLC15,614$1.28M0.0%-66.0%0.195%
5/19/2026Bank of America Corp DE395,475$32.28M0.0%+8.8%4.943%
5/19/2026Centaurus Financial Inc.8,551$698K0.0%-8.0%0.107%
5/19/2026Arkadios Wealth Advisors23,313$1.90M0.0%-53.4%0.291%
5/18/2026Royal Bank of Canada59,829$4.88M0.0%-56.4%0.748%
5/15/2026Gateway Wealth Partners LLC2,978$243K0.0%N/A0.037%
5/14/2026Modern Wealth Management LLC96,688$7.98M0.1%-0.6%1.209%
5/13/2026Cetera Investment Advisers31,409$2.56M0.0%-2.8%0.393%
5/7/2026Earned Wealth Advisors LLC272,783$22.27M1.5%-0.2%3.410%
5/7/2026Parallel Advisors LLC1,974$161K0.0%N/A0.025%
5/6/2026MTM Investment Management LLC24,378$1.99M0.6%-1.2%0.305%
5/6/2026Prosperity Consulting Group LLC15,309$1.25M0.1%-1.2%0.191%
5/5/2026Wealthfront Advisers LLC18,983$1.55M0.0%+59.6%0.237%
5/5/2026D.A. Davidson & CO.122,713$10.02M0.1%-0.9%1.534%
5/5/2026Harmony Asset Management LLC12,681$1.04M0.3%-5.1%0.159%
5/5/2026Geneos Wealth Management Inc.3,237$264K0.0%+18.4%0.040%
5/4/2026Retirement Planning Group LLC12,558$1.03M0.0%-1.8%0.157%
5/1/2026Fifth Third Bancorp6,680$545K0.0%N/A0.084%
4/30/2026Equitable Trust Co.6,587$538K0.0%N/A0.082%
4/30/2026Kestra Advisory Services LLC26,780$2.19M0.0%+6.4%0.335%
4/27/2026Apeiron RIA LLC16,068$1.31M0.3%-12.0%0.201%
4/27/2026BIP Wealth LLC5,604$457K0.0%+34.2%0.070%
4/27/2026Private Advisor Group LLC13,059$1.07M0.0%-16.9%0.163%
4/27/2026Sound Income Strategies LLC16,058$1.33M0.1%-3.4%0.201%
4/23/2026Apollon Wealth Management LLC2,503$204K0.0%N/A0.031%
4/22/2026Janney Montgomery Scott LLC111,076$9.07M0.0%-2.8%1.388%
4/21/2026Silver Oak Securities Incorporated4,888$399K0.0%+2.8%0.061%
4/17/2026WealthBridge Capital Management LLC5,094$416K0.1%+7.8%0.064%
2/20/2026Sunbelt Securities Inc.1,207$96K0.0%-15.2%0.014%
2/18/2026Virtue Capital Management LLC90,812$7.39M0.2%+167.8%1.026%
2/18/2026NewEdge Advisors LLC45,910$3.67M0.0%-84.9%0.519%
2/18/2026Asset One Wealth Management LLC8,835$763K0.1%N/A0.100%
2/17/2026Cetera Investment Advisers32,323$2.58M0.0%-32.8%0.365%
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2/17/2026Kovack Advisors Inc.3,462$277K0.0%-25.1%0.039%
2/17/2026MinichMacGregor Wealth Management LLC2,910$232K0.0%-76.6%0.033%
2/17/2026Schrum Private Wealth Management LLC25,663$2.05M1.5%-1.9%0.290%
2/17/2026Regal Investment Advisors LLC33,258$2.66M0.2%-6.9%0.376%
2/17/2026Osaic Holdings Inc.37,516$3.00M0.0%-20.7%0.424%
2/17/2026Advisory Services Network LLC19,626$1.57M0.0%-92.3%0.222%
2/17/2026Captrust Financial Advisors2,678$214K0.0%N/A0.030%
2/17/2026&PARTNERS9,518$760K0.0%+165.2%0.108%
2/17/2026Royal Bank of Canada137,165$10.96M0.0%-27.0%1.550%
2/16/2026MML Investors Services LLC3,712$296K0.0%-19.0%0.042%
2/16/2026Mariner LLC3,285$262K0.0%N/A0.037%
2/13/2026Kestra Advisory Services LLC25,177$2.01M0.0%-1.4%0.284%
2/13/2026Transamerica Financial Advisors LLC572$46K0.0%-98.0%0.006%
2/13/2026Stifel Financial Corp102,966$8.22M0.0%-31.6%1.163%
2/13/2026Morgan Stanley1,206,216$96.34M0.0%-18.5%13.630%
2/13/2026Arkadios Wealth Advisors50,075$4.00M0.1%+705.6%0.566%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC710$57K0.0%N/A0.008%
2/13/2026Wells Fargo & Company MN1,420,681$113.47M0.0%-22.3%16.053%
2/13/2026Summit Financial LLC97,378$7.78M0.1%-2.6%1.100%
2/12/2026Jane Street Group LLC24,458$1.95M0.0%N/A0.276%
2/12/2026HRT Financial LP3,470$277K0.0%-89.8%0.039%
2/12/2026Commonwealth Equity Services LLC65,326$5.22M0.0%-10.0%0.738%
2/12/2026StoneX Group Inc.22,245$1.78M0.1%-6.1%0.251%
2/12/2026Bank of Montreal Can3,274$261K0.0%+230.7%0.037%
2/12/2026Great Lakes Advisors LLC6,651$531K0.0%-2.0%0.075%
2/12/2026Founders Financial Alliance LLC1,813$145K0.0%-44.3%0.020%
2/12/2026Kovack Advisors Inc.3,462$279K0.0%-25.1%0.039%
2/11/2026Janney Montgomery Scott LLC114,217$9.12M0.0%-11.9%1.291%
2/11/2026Paragon Private Wealth Management LLC21,197$1.69M0.5%-1.6%0.240%
2/11/2026LPL Financial LLC494,181$39.47M0.0%-18.1%5.584%
2/11/2026Hilton Head Capital Partners LLC766$61K0.0%N/A0.009%
2/10/2026REAP Financial Group LLC1,056$84K0.0%-23.9%0.012%
2/10/2026WCG Wealth Advisors LLC10,500$839K0.0%-86.7%0.119%
2/10/2026Beto Financial Group LLC3,998$345K0.2%N/A0.045%
2/10/2026Northwestern Mutual Wealth Management Co.1,297$104K0.0%+40.5%0.015%
2/9/2026TradeWell Securities LLC.22,951$1.83M0.3%+6.9%0.259%
2/9/2026Harbour Investments Inc.18,225$1.46M0.0%-5.5%0.206%
2/9/2026Prospera Financial Services Inc14,135$1.13M0.0%-2.6%0.160%
2/6/2026Harmony Asset Management LLC13,361$1.07M0.4%-22.0%0.151%
2/6/2026PNC Financial Services Group Inc.3,328$266K0.0%-5.6%0.038%
2/6/2026HighTower Advisors LLC17,233$1.38M0.0%-11.9%0.195%
2/5/2026Sapient Capital LLC3,794$306K0.0%N/A0.043%
2/5/2026Stephens Inc. AR5,883$470K0.0%-2.4%0.066%
2/5/2026AlphaCore Capital LLC8,369$668K0.0%N/A0.095%
2/5/2026Cornerstone Wealth Management LLC5,108$408K0.0%+6.6%0.058%
2/4/2026Meridian Wealth Management LLC4,261$340K0.0%-21.7%0.048%
2/4/2026Win Advisors Inc.19,343$1.55M0.7%N/A0.217%
2/3/2026Apeiron RIA LLC18,261$1.58M0.3%-3.6%0.205%
2/3/2026Retirement Planning Group LLC12,794$1.02M0.0%-2.6%0.144%
2/2/2026Truist Financial Corp163,935$13.09M0.0%-10.8%1.842%
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2/2/2026Benjamin Edwards Inc.92,366$7.38M0.1%-48.6%1.038%
1/30/2026Wealthfront Advisers LLC11,893$950K0.0%+20.7%0.132%
1/29/2026D.A. Davidson & CO.123,781$9.89M0.1%-29.3%1.360%
1/29/2026UBS Group AG300,067$23.97M0.0%-22.4%3.297%
1/27/2026Purus Wealth Management LLC20,821$1.66M0.5%-1.5%0.229%
1/27/2026TriaGen Wealth Management LLC11,366$908K0.2%-61.6%0.125%
1/27/2026Earned Wealth Advisors LLC273,298$21.83M1.5%N/A3.003%
1/26/2026CWM LLC33,630$2.69M0.0%-22.3%0.370%
1/26/2026Monument Capital Management63,920$5.11M1.3%+5.2%0.702%
1/21/2026BIP Wealth LLC4,177$334K0.0%N/A0.045%


FXR Institutional Ownership - Frequently Asked Questions

During the previous two years, 190 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 ($779.15M), Wells Fargo & Company MN ($113.47M), Morgan Stanley ($96.34M), Raymond James Financial Inc. ($51.38M), LPL Financial LLC ($39.47M), Bank of America Corp DE ($32.28M), and Raymond James Financial Services Advisors Inc. ($31.44M).Learn more on First Trust Industrials/Producer Durables AlphaDEX Fund's institutional investors.

Of the 150 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), Earned Wealth Advisors LLC ($273.30K), Benjamin Edwards Inc. ($202.14K), Modern Wealth Management LLC ($96.32K), LPL Financial LLC ($95.91K), Guided Capital Wealth Management LLC ($95.23K), and Daymark Wealth Partners LLC ($88.98K).

Institutional investors have bought a total of 1,030,549 shares in the last 24 months. This purchase volume represents approximately $80.82M in transactions.

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 ($541.36K), Wells Fargo & Company MN ($408.05K), NewEdge Advisors LLC ($306.69K), Bank of America Corp DE ($295.32K), Morgan Stanley ($274.37K), Nilsine Partners LLC ($267.76K), and Advisory Services Network LLC ($238.77K).

Institutional investors have sold a total of 3,519,023 shares in the last 24 months. This volume of shares sold represents approximately $276.61M in transactions.


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This page (NYSEARCA:FXR) was last updated on 7/10/2026 by MarketBeat.com Staff.
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