Who Owns FXR?
First Trust Industrials/Producer Durables AlphaDEX Fund — Institutional Ownership & 13F Holdings
$87.37
+1.59 (+1.85%)
Market Cap
$1.8B
Shares Outstanding
21,136,553
Institutional Holders
170
Total Inst. Value
$1.5B
% of Float Held
—
QoQ Holder Change
+57
Institutional data as of Q1 2025
New Positions
44
Closed Positions
22
Increased
36
Decreased
55
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | FIRST TRUST ADVISORS LP | $732.8M | 10,522,810 |
| 2 | WELLS FARGO & COMPANY/MN | $135.7M | 1,949,234 |
| 3 | MORGAN STANLEY | $107.9M | 1,550,078 |
| 4 | BANK OF AMERICA CORP /DE/ | $92.1M | 1,322,424 |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $60.5M | 869 |
| 6 | RAYMOND JAMES FINANCIAL INC | $47.9M | 687,956 |
| 7 | UBS Group AG | $29.8M | 427,233 |
| 8 | O'Dell Group, LLC | $22.0M | 315,866 |
| 9 | NewEdge Advisors, LLC | $21.0M | 301,875 |
| 10 | NewSquare Capital LLC | $19.3M | 276,975 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| UBS Group AG | +16K | $29.8M |
| O'Dell Group, LLC | +2K | $22.0M |
| NewEdge Advisors, LLC | +12K | $21.0M |
| Nilsine Partners, LLC | +18K | $19.0M |
| TRUIST FINANCIAL CORP | +6K | $12.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| MORGAN STANLEY | -261K | $107.9M |
| WELLS FARGO & COMPANY/MN | -103K | $135.7M |
| LPL Financial LLC | -87K | $47K |
| FIRST TRUST ADVISORS LP | -79K | $732.8M |
| ROYAL BANK OF CANADA | -31K | $17.4M |
Related Stocks
Frequently Asked Questions
How many institutional investors hold FXR?
As of Q1 2025, 170 institutional investors report holding FXR (First Trust Industrials/Producer Durables AlphaDEX Fund) in their 13F filings.
Which hedge fund owns the most FXR?
The largest institutional holder of FXR is FIRST TRUST ADVISORS LP with $732.8M in shares.
Are institutions buying or selling FXR?
This quarter, 44 institutions opened new positions in FXR and 22 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.