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Disclosery

FXR FIRST TR EXCHANGE-TRADED FD

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INDLS PROD DUR (fund)

177 managers (178 13F filers) reported a position in FXR shares at 2026-06-30, 5,929,410 shares in all. 30 filers opened a position and 14 filers sold out during the quarter.

Managers
177
13F filers
178
New
30
Added
55
Reduced
48
Sold out
14
Shares held by filers
5,929,410

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY836,481$76.2M<0.01%-72,12213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN796,996$72.6M0.01%-49,76713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC533,258$48.6M0.01%+11,29713F-HRTimelineGroup
LPL Financial LLC486,887$44.4M0.01%+78,83513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/352,787$32.1M<0.01%-42,68813F-HRTimelineGroup
EARNED WEALTH ADVISORS, LLC264,853$24.1M1.56%-7,93013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC202,542$18.5M<0.01%+98,86013F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding201,256$18.3M-10,354Timeline
D.A. DAVIDSON & CO.158,041$14.4M0.08%+35,32813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP155,961$14.2M0.02%-2,55413F-HRTimelineGroup
Janney Montgomery Scott LLC117,214$10.7M0.02%+6,13813F-HRTimeline
Modern Wealth Management, LLC98,910$9.01M0.11%+2,22213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.98,156$8.94M0.01%-3,13513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP79,172$7.21M0.01%-11,00813F-HRTimelineGroup
Virtue Capital Management, LLC77,360$7.05M0.94%-4,90413F-HRTimeline
Monument Capital Management63,826$5.82M1.17%-5913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC61,781$5.63M0.05%+20,99713F-HRTimelineGroup
Cetera Investment Advisers54,311$4.95M<0.01%+22,90213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…52,869$4.82M<0.01%+18,65913F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS50,000$4.56M<0.01%013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC48,108$4.38M0.01%-8,84913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC46,324$4.22M0.01%+46,08213F-HRTimelineGroup
Cambridge Investment Research Advisors,…44,764$4.08M0.01%-33,56813F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA42,454$3.87M<0.01%-17,37513F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC40,120$3.66M0.05%+1,22013F-HRTimelineGroup
Crumly & Associates Inc.33,874$3.09M0.59%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.33,801$3.08M<0.01%-4,55713F-HRTimelineGroup
NewEdge Advisors, LLC32,516$2.96M0.01%+4,53113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP31,569$2.84M<0.01%+9,90113F-HRTimelineGroup
Regal Investment Advisors LLC27,137$2.47M0.13%-2,37713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC26,943$2.46M0.01%+16313F-HRTimelineGroup
MTM Investment Management, LLC24,258$2.21M0.63%-12013F-HRTimeline
Arkadios Wealth Advisors24,204$2.21M0.03%+89113F-HRTimeline
GTS SECURITIES LLC23,183$2.11M0.04%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.21,889$1.99M0.03%+3,08013F-HRTimeline
NAVELLIER & ASSOCIATES INC21,819$1.99M0.16%+4,08813F-HRTimeline
Purus Wealth Management, LLC21,391$1.95M0.54%+96813F-HRTimeline
Summit Financial, LLC20,050$1.83M0.02%-1,21113F-HRTimeline
Paragon Private Wealth Management, LLC20,002$1.82M0.48%-33113F-HRTimeline
FLOW TRADERS U.S. LLC18,972$1.73M0.07%+13,45113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO19,018$1.72M<0.01%+12,60513F-HRTimelineGroup
Wealthfront Advisers LLC18,868$1.72M<0.01%-11513F-HRTimeline
Schrum Private Wealth Management LLC21,933$1.49M1.53%-3,73013F-HRTimeline
Sound Income Strategies, LLC15,856$1.44M0.06%-20213F-HRTimeline
Prosperity Consulting Group, LLC14,973$1.36M0.05%-33613F-HRTimeline
Prospera Financial Services Inc14,824$1.35M0.02%+1,91113F-HRTimeline
HighTower Advisors, LLC14,472$1.32M<0.01%-2,76113F-HRTimeline
Private Advisor Group, LLC13,680$1.25M0.01%+62113F-HRTimeline
Farther Finance Advisors, LLC13,528$1.23M0.01%+7813F-HRTimeline
Gateway Wealth Partners, LLC13,437$1.22M0.07%+10,45913F-HRTimeline
HARMONY ASSET MANAGEMENT LLC13,361$1.22M0.33%+68013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp12,487$1.14M<0.01%new13F-HRTimelineGroup
Well Done, LLC12,135$1.11M0.15%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,502$1.05M<0.01%-3,14613F-HRTimelineGroup
Asset One Wealth Management LLC9,980$885K0.09%+1,14513F-HRTimeline
Parallel Advisors, LLC9,089$828K0.01%+7,11513F-HRTimeline
J.W. COLE ADVISORS, INC.9,048$824K0.01%+9913F-HRTimeline
CENTAURUS FINANCIAL, INC.8,685$791K0.03%+13413F-HRTimeline
Orion Porfolio Solutions, LLC8,534$778K0.01%new13F-HRTimeline
AlphaCore Capital LLC8,269$753K0.01%013F-HRTimeline
Pacific Sun Financial Corp7,970$726K0.3%+3013F-HRTimeline
AE Wealth Management LLC7,885$718K<0.01%+6,37113F-HRTimeline
Atria Investments, Inc7,478$681K0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…6,643$605K<0.01%-3713F-HRTimelineGroup
EQUITABLE TRUST CO6,587$600K0.03%013F-HRTimeline
GREAT LAKES ADVISORS, LLC6,346$578K<0.01%013F-HRTimeline
HFG Advisors, Inc.6,297$574K0.36%013F-HRTimeline
FMR LLCin group FMR LLC6,263$571K<0.01%+33013F-HRTimelineGroup
IFP Advisors, Inc6,143$560K0.01%+6,04313F-HRTimeline
MML INVESTORS SERVICES, LLC6,052$551K<0.01%+1,88513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC6,019$548K<0.01%new13F-HRTimelineGroup
MGO ONE SEVEN LLC5,759$525K0.01%+1213F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …5,663$516K0.02%new13F-HRTimelineGroup
Southland Equity Partners LLC5,599$510K0.09%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC5,570$508K0.01%-18413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED5,557$506K0.03%+66913F-HRTimeline
Waverly Advisors, LLC5,521$503K<0.01%+2,50113F-HRTimeline
NewEdge Wealth, LLC5,465$498K0.01%new13F-HRTimeline
WealthBridge Capital Management, LLC5,464$498K0.1%+37013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…5,419$494K0.01%-46413F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…5,315$484K0.18%+62713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,212$464K<0.01%-4213F-HRTimeline
Integrated Wealth Concepts LLC4,993$455K<0.01%new13F-HRTimeline
Cornerstone Wealth Management, LLC4,916$448K0.02%-19313F-HRTimeline
&PARTNERS4,968$445K<0.01%+1,33013F-HRTimeline
Harvest Investment Services, LLC4,808$438K0.07%-14713F-HRTimeline
BIP Wealth, LLC4,769$435K0.01%-83513F-HRTimeline
RPg Family Wealth Advisory, LLC4,767$434K0.07%+78413F-HR/ATimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …4,641$423K<0.01%new13F-HRTimelineGroup
MAI Capital Management4,455$406K<0.01%-14513F-HRTimeline
Risk Paradigm Group, LLC4,437$404K0.32%+59713F-HRTimeline
Trueblood Wealth Management, LLC4,327$394K0.14%+513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV4,325$394K<0.01%-4,02513F-HR/ATimeline
Steward Partners Investment Advisory, L…4,315$393K<0.01%+69313F-HRTimeline
TradeWell Securities, LLC.4,194$382K0.14%-3,62013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC4,046$369K0.22%-27413F-HRTimeline
Novak & Powell Financial Services, Inc.3,997$364K0.17%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC3,979$363K0.17%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,947$357K0.02%013F-HRTimeline
Morey & Quinn Wealth Partners, LLC3,900$355K0.23%013F-HRTimeline
Quad-Cities Investment Group, LLC3,799$346K0.12%-13113F-HRTimeline
Geneos Wealth Management Inc.3,741$341K0.01%+50413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…3,739$341K0.01%+7113F-HRTimelineGroup
Sanctuary Advisors, LLC3,630$331K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,515$320K<0.01%013F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd3,415$311K<0.01%new13F-HRTimelineGroup
Ridgeline Wealth Planning, LLC3,359$306K0.19%013F-HRTimeline
CHOREO, LLC3,347$305K<0.01%+24013F-HRTimeline
Kraft, Davis & Associates, LLC3,425$299K0.06%013F-HRTimeline
BETO FINANCIAL GROUP, LLC3,365$295K0.16%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.3,217$293K<0.01%-8913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,204$292K<0.01%-29,97013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,110$283K<0.01%-21913F-HRTimelineGroup
CoreCap Advisors, LLC3,067$279K0.01%-8513F-HRTimeline
Retirement Planning Group, LLC3,049$278K0.01%-9,50913F-HRTimeline
Meridian Wealth Management, LLC2,992$273K0.01%-1,26913F-HRTimeline
Founders Financial Alliance, LLC2,940$268K0.04%-6413F-HRTimeline
MinichMacGregor Wealth Management, LLC2,910$265K0.04%013F-HRTimeline
Prime Capital Investment Advisors, LLC2,887$263K<0.01%+513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,816$257K<0.01%new13F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP2,685$245K<0.01%new13F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS2,678$244K<0.01%013F-HRTimeline
Bellwether Advisors, LLC2,650$241K0.04%013F-HRTimeline
Sigma Planning Corp2,545$232K0.01%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC2,503$228K<0.01%013F-HRTimelineGroup
Arax Advisory Partners2,362$215K<0.01%new13F-HRTimeline
Moors & Cabot, Inc.2,303$210K0.01%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC2,162$197K<0.01%+45413F-HRTimeline
EP Wealth Advisors, LLC1,977$180K<0.01%new13F-HRTimeline
CX Institutional1,957$178K0.01%-11,99213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,413$129K<0.01%+11613F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,315$120K<0.01%-2,41913F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,172$107K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC1,029$93.7K<0.01%13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC808$73.6K0.02%new13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/780$71.1K0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC766$69.8K0.04%013F-HRTimeline
REAP Financial Group, LLC707$64.4K0.01%-35013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC683$62.2K0.01%13F-HRTimeline
FAS Wealth Partners, Inc.587$53.5K<0.01%+113F-HRTimeline
IFG Advisory, LLC586$53.4K<0.01%new13F-HRTimeline
ATWOOD & PALMER INC575$52.4K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.508$46.3K<0.01%+39713F-HRTimelineGroup
Physician Wealth Advisors, Inc.473$43.1K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC446$40.6K0.02%013F-HRTimeline
GAMMA Investing LLC398$36.3K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC378$34.4K0.01%013F-HRTimeline
Smartleaf Asset Management LLC357$32.3K<0.01%013F-HRTimeline
MATHER GROUP, LLC.348$31.7K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.338$30.8K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…278$25.4K<0.01%-6113F-HRTimelineGroup
AMERIFLEX GROUP, INC.258$23.5K0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS199$18.1K<0.01%new13F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC191$17.4K0.01%new13F-HRTimeline
Providence Capital Advisors, LLC189$17.2K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC184$16.8K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management156$14.2K<0.01%013F-HRTimelineGroup
Continuum Advisory, LLC142$12.9K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…125$11.4K<0.01%+5013F-HRTimeline
Signature Equity Partners, LLC123$11.2K0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.111$10.1K0.01%+713F-HRTimeline
Westside Investment Management, Inc.100$9.11K<0.01%-11313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC95$8.66K<0.01%013F-HRTimelineGroup
Keating Financial Advisory Services, In…95$8.66K<0.01%013F-HRTimeline
NFSG Corp75$6.83K<0.01%013F-HRTimeline
Buck Wealth Strategies, LLC62$5.65K<0.01%new13F-HRTimeline
FIRST COMMUNITY TRUST NA50$4.56K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.49$4.46K<0.01%new13F-HRTimeline
Wagner Wealth Management, LLC44$4.02K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC37$3.37K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA33$3.01K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV32$2.92K<0.01%+2513F-HRTimeline
Lloyd Advisory Services, LLC.19$1.73K<0.01%new13F-HRTimeline
Key Capital Management, INC10$911<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC4$365<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.3$274<0.01%013F-HRTimeline
Realta Investment Advisors1$60<0.01%013F-HRTimeline