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Disclosery

FXR FIRST TR EXCHANGE-TRADED FD

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INDLS PROD DUR (fund)

174 managers (174 13F filers) reported a position in FXR shares at 2025-03-31, 22,107,095 shares in all. 8 filers opened a position and 18 filers sold out during the quarter.

Managers
174
13F filers
174
New
8
Added
45
Reduced
75
Sold out
18
Shares held by filers
22,107,095

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP10,522,810$733M0.65%-79,33213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,949,234$136M0.03%-103,36913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,550,078$108M0.01%-260,54713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,322,424$92.1M0.01%-19,67313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC687,956$47.9M0.02%-9,71813F-HRTimelineGroup
LPL Financial LLC673,286$46.9M0.02%-87,17013F-HRTimeline
UBS Group AGin group UBS Group AG427,233$29.8M0.01%+15,84613F-HRTimelineGroup
O'Dell Group, LLC315,866$22M5.7%+2,41613F-HRTimeline
NewEdge Advisors, LLC301,875$21M0.12%+11,77613F-HRTimeline
NewSquare Capital LLC276,975$19.3M1.57%-5,90413F-HRTimeline
Nilsine Partners, LLC272,167$19M2.08%+18,13213F-HRTimeline
Advisory Services Network, LLC258,395$18M0.35%-5,99313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA249,522$17.4M<0.01%-31,01113F-HR/ATimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.217,579$15.2M0.03%-62813F-HRTimelineGroup
D.A. DAVIDSON & CO.186,080$13M0.1%-1,91113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP178,126$12.4M0.02%+5,67813F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC169,472$11.8M0.16%-12,60713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP156,790$10.9M0.01%+28,27113F-HRTimelineGroup
Janney Montgomery Scott LLC142,235$9.9M0.03%-2,36713F-HRTimeline
Virtue Capital Management, LLC100,637$6.99M0.82%+12,61513F-HRTimeline
Summit Financial, LLC96,844$6.74M0.19%+85,48213F-HRTimeline
Modern Wealth Management, LLC96,486$6.72M0.21%-8413F-HR/ATimeline
Guided Capital Wealth Management, LLC95,234$6.63M5.54%+13,64713F-HRTimeline
WCG Wealth Advisors LLC84,364$5.88M0.45%-15,36813F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC80,432$5.6M<0.01%-2,44613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC76,406$5.32M0.01%-11,34313F-HRTimeline
Monument Capital Management64,436$4.49M1.38%-1,06313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …60,498$4.21M0.06%-10,12513F-HRTimelineGroup
CWM, LLCin group CWM, LLC57,099$3.98M0.02%+9813F-HRTimelineGroup
Proactive Wealth Strategies LLC55,181$3.84M2.05%-12513F-HRTimeline
Cetera Investment Advisers49,321$3.43M0.01%-4,94313F-HRTimeline
HARBOUR INVESTMENTS, INC.45,396$3.16M0.09%+10,73013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.44,104$3.07M0.01%-5,40113F-HRTimelineGroup
Gladstone Institutional Advisory LLC42,622$2.97M0.14%-2,04813F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC42,528$2.96M0.59%new13F-HRTimeline
Cambridge Investment Research Advisors,…37,575$2.62M0.01%-3,03013F-HRTimeline
CX Institutional36,811$2.56M0.1%new13F-HRTimeline
Crumly & Associates Inc.34,534$2.4M0.66%-30613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…33,641$2.34M0.01%-14113F-HRTimelineGroup
Regal Investment Advisors LLC32,202$2.24M0.18%+1,25213F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…30,615$2.13M0.22%-1,25913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…29,590$2.06M<0.01%-10,90913F-HRTimelineGroup
Paragon Private Wealth Management, LLC26,450$1.84M0.86%-10,39913F-HRTimeline
HighTower Advisors, LLC26,408$1.84M<0.01%013F-HRTimeline
Schrum Private Wealth Management LLC26,163$1.82M1.6%013F-HRTimeline
MTM Investment Management, LLC25,730$1.8M0.7%-30513F-HRTimeline
Cyndeo Wealth Partners, LLC25,667$1.79M0.12%+1,19313F-HRTimeline
Private Advisor Group, LLC25,579$1.78M0.01%-4,21913F-HRTimeline
Vestmark Advisory Solutions, Inc.25,466$1.77M0.05%-22,73813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC24,800$1.73M0.01%-61613F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.24,293$1.69M0.09%-1313F-HR/ATimelineGroup
Spire Wealth Managementin group Spire Wealth Management24,272$1.69M0.05%013F-HRTimelineGroup
Strategic Blueprint, LLC23,280$1.62M0.09%+1,15513F-HRTimeline
HARMONY ASSET MANAGEMENT LLC23,252$1.62M0.68%013F-HRTimeline
Purus Wealth Management, LLC21,506$1.5M0.64%-27913F-HRTimeline
Apeiron RIA LLC20,914$1.46M0.44%+80213F-HRTimeline
WMG Financial Advisors, LLC19,517$1.36M0.58%-50613F-HRTimeline
DAVENPORT & Co LLC19,333$1.35M0.01%-10813F-HRTimeline
TradeWell Securities, LLC.18,763$1.31M0.72%+1,06113F-HRTimeline
Davis Investment Partners, LLC17,411$1.15M0.51%+2,56213F-HRTimeline
TriaGen Wealth Management LLC16,259$1.13M0.4%-18,13013F-HRTimeline
Prosperity Consulting Group, LLC16,098$1.12M0.09%-36313F-HRTimeline
Farther Finance Advisors, LLC15,139$1.06M0.03%+11,55113F-HRTimeline
HFG Advisors, Inc.15,140$1.05M0.9%-31513F-HRTimeline
Outlook Wealth Advisors, LLC15,009$1.05M0.29%+3,17513F-HRTimeline
Tudor Financial Inc.14,986$1.04M0.63%-313F-HRTimeline
TRUST CO OF OKLAHOMA14,210$990K0.34%-78413F-HRTimeline
Coppell Advisory Solutions LLC13,529$912K0.13%-11,45413F-HRTimeline
Well Done, LLC12,135$908K0.16%013F-HRTimeline
Private Advisory Group LLC11,595$807K0.09%-9,45713F-HRTimeline
PLANNING DIRECTIONS INC11,204$780K0.33%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.10,511$732K0.02%+2,86113F-HRTimeline
SPC Financial, Inc.10,323$719K0.06%+1,40413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,830$685K<0.01%+50713F-HRTimelineGroup
MAI Capital Management9,780$681K0.01%-1,71913F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC9,760$680K0.02%-49613F-HRTimelineGroup
MinichMacGregor Wealth Management, LLC9,427$657K0.15%+20913F-HRTimeline
J.W. COLE ADVISORS, INC.9,374$653K0.02%+11113F-HRTimeline
CENTAURUS FINANCIAL, INC.9,170$639K0.04%+35413F-HRTimeline
Retirement Planning Group, LLC9,141$637K0.03%013F-HRTimeline
MML INVESTORS SERVICES, LLC9,028$629K<0.01%+4,44613F-HRTimeline
Realta Investment Advisors8,933$622K0.28%+58513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,712$604K<0.01%+2,01313F-HR/ATimelineGroup
Wealthfront Advisers LLC8,163$568K<0.01%-68113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,917$551K<0.01%-46813F-HRTimeline
Pacific Sun Financial Corp7,860$547K0.31%-36013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,437$518K0.02%+7,03313F-HRTimelineGroup
Transce3nd, LLC7,391$505K0.23%-1,59213F-HRTimeline
Southland Equity Partners LLC7,210$502K0.12%-6413F-HRTimeline
GREAT LAKES ADVISORS, LLC6,938$483K<0.01%013F-HRTimeline
COMERICA BANK6,388$445K<0.01%+19313F-HRTimeline
Harvest Investment Services, LLC6,251$435K0.12%-3,78813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,134$427K<0.01%-59313F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…6,029$420K0.01%-42413F-HRTimelineGroup
CoreCap Advisors, LLC5,634$392K0.02%-18613F-HRTimeline
Meridian Wealth Management, LLC5,489$382K0.02%+4813F-HRTimeline
Cornerstone Wealth Management, LLC5,034$351K0.02%+213F-HRTimeline
Kovack Advisors, Inc.4,891$341K0.04%-93013F-HRTimeline
Claro Advisors Inc.4,871$339K0.05%-6713F-HRTimeline
Arkadios Wealth Advisors4,836$337K0.01%-1,40613F-HRTimeline
Trueblood Wealth Management, LLC4,679$326K0.15%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,610$321K<0.01%+30413F-HRTimelineGroup
Quad-Cities Investment Group, LLC4,551$317K0.16%-50513F-HRTimeline
Prospera Financial Services Inc4,536$316K0.01%-79413F-HRTimeline
MGO ONE SEVEN LLC4,518$315K0.01%+25013F-HRTimeline
Geneos Wealth Management Inc.4,332$302K<0.01%+2,87313F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC4,321$301K0.27%+113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…4,221$294K0.01%-23113F-HRTimelineGroup
&PARTNERS4,215$292K<0.01%+65013F-HRTimeline
FMR LLCin group FMR LLC4,188$292K<0.01%+32913F-HRTimelineGroup
Novak & Powell Financial Services, Inc.4,100$286K0.18%-1,00013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC4,042$281K0.15%+113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,027$280K0.02%+1613F-HRTimeline
Morey & Quinn Wealth Partners, LLC4,000$279K0.23%013F-HRTimeline
SeaCrest Wealth Management, LLC3,980$277K0.03%+213F-HRTimeline
Garden State Investment Advisory Servic…3,916$273K0.09%new13F-HRTimeline
WealthBridge Capital Management, LLC3,872$270K0.08%-39713F-HRTimeline
HRT FINANCIAL LP3,661$254K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…3,544$247K<0.01%-49013F-HRTimeline
KPP Advisory Services LLC3,407$237K0.05%013F-HRTimeline
Ridgeline Wealth Planning, LLC3,359$234K0.23%013F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC3,223$224K0.05%013F-HRTimeline
Founders Financial Alliance, LLC3,178$221K0.05%+15613F-HRTimeline
Kraft, Davis & Associates, LLC3,425$221K0.07%-51413F-HRTimeline
Bellwether Advisors, LLC2,950$205K0.04%013F-HRTimeline
Ashton Thomas Private Wealth, LLC2,934$204K0.01%-5713F-HRTimeline
REAP Financial Group, LLC2,233$156K0.04%-47113F-HRTimeline
PRIVATE TRUST CO NA2,154$150K0.02%-47213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,754$122K<0.01%-513F-HRTimelineGroup
EP Wealth Advisors, LLC1,607$112K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.1,443$100K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,150$80.1K<0.01%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,015$70.7K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd1,003$69.8K<0.01%+75113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/990$68.9K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC893$62.2K<0.01%-9313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…869$60.5K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.849$59K0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC827$57.6K0.02%013F-HRTimeline
Wilmington Savings Fund Society, FSB751$52.3K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC750$52.2K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.582$40.5K<0.01%+113F-HRTimeline
ATWOOD & PALMER INC575$40K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.473$32.9K0.01%013F-HRTimeline
Stephens Consulting, LLC424$29.5K0.01%+113F-HRTimeline
Hexagon Capital Partners LLC366$25.5K<0.01%013F-HRTimeline
MATHER GROUP, LLC.348$24.2K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.258$18K0.01%-3613F-HRTimeline
WFA Asset Management Corp231$16.8K0.01%-113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC210$15.7K<0.01%013F-HRTimelineGroup
Westside Investment Management, Inc.213$14.8K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL210$14.6K<0.01%013F-HRTimeline
IFP Advisors, Inc200$13.9K<0.01%013F-HRTimeline
EPG Wealth Management LLC190$13.2K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC184$12.8K<0.01%013F-HRTimelineGroup
Park Square Financial Group, LLC164$11.4K0.01%-613F-HRTimeline
Hughes Financial Services, LLC150$10.5K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC118$8.22K<0.01%new13F-HR/ATimeline
Quest 10 Wealth Builders, Inc.104$7.24K0.01%013F-HRTimeline
Continuum Advisory, LLC97$6.75K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC95$6.62K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…75$5.22K<0.01%013F-HRTimeline
NFSG Corp75$5.22K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC73$5.08K<0.01%013F-HRTimeline
TSFG, LLC70$5K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.65$4.53K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA50$3.48K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\48$3.34K<0.01%-16013F-HRTimelineGroup
Wagner Wealth Management, LLC44$3.07K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC37$2.58K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC36$2.51K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…21$1.46K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.3$209<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-2,80913F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.